Getting Started
- Advisors or Admins have access to reminders.
- Select Reminders from your drop-down menu.
Reminders Main Page
- Customize reminder templates.
- Write your own message to a customer or member of your staff.
- View your recent customers and review information about their visit.
Customize Message and Delivery Date
- Select the blue “Edit Message” box to customize a message to your liking.
- In the Scheduled Date box you can choose a different date and time for your message to deliver to a select customer.
Reminder Templates Page
- Customize your oil change reminders for your customers.
- Select to edit templates for follow-up, rainy day folder, appointment reminders.
Custom External Reminder
- Select customer reminder.
- Enter the customer’s name.
- Select a template. (optional)
- Edit the selected template or compose your own message.
- Select a date and time for the reminder to deliver.
Internal Reminder
- Select internal reminder.
- Select the staff member to send a reminder to.
- Compose your reminder.
- Select a date and time for the reminder to deliver.
Tire Rotation Reminders
- In the Multi Axle Tire Inspection select the tire rotation reminder box to enable it for the customer.