Connected Shop – Adding and Editing Stored Phrases
To add and edit stored phrases in Connected Shop you will need to have rights to the settings tab
Sending SMS Reminders
Sending SMS reminders Note: You must have Connected Shop to use this feature. Set the appointment SMS reminder ahead of time and relax. The scheduler will remind your guest, sublet vendor or Stakeholder of an upcoming appointment or event. From the details screen of an event that has SMS reminder enabled, click the bell . If
OBS / Connected Shop SMS Reminders Setup
In order to send SMS reminders you must have Connected shop in conjunction with OBS. To set up SMS reminders, click setting, select the bell icon associated with that calendar, Check the box to enable reminders for the calendar selected. Click on . If you wish to add pertinate information for this calendar type in message
Repair Types
To add repair types, click on setting then repair types. Add a repair type , select color, text color and save under action. To view the repair type from the Calendar tab, Schedule tab and RO tab select the check box for repair type in the customize calendar view tab. Popular repair types are Express,
Status
To add status, click on the setting tab, then status tab. Add new status, select color, and save using the action tab. Note… Numbering your status is very helpful as otherwise it will be displayed alphabetically. Status can be used in many ways, Examples of status may be, Scheduled in, Body, Paint, hold, Insurance hold
Setting Up & Deleting Sources
If syncing with your management system the Sources will be imported during the sync process
Technicians
Technicians are added in the settings tab. Click on Technicians, add new technician name, select type color, text color and save. Technicians will be added to the calendar you are creating from the detail screen of the event. They can be viewed in the calendar view by selecting check box in the customize view tab.
Rental
Rental Found in RO list tab If the user has clicked on the rental box in the details screen of an event, the list of vehicles in a rental can be viewed. If you wish to view only RO’s that have a rental vehicle associated click the car tab. This feature can also be