Appointments created in Protractor are synchronized with Autoflow
Add your appointment in Protractor
- Choose a time
- Add Client and Vehicle Criteria
- Click Select
First/Last name or Business name /br
Year, Make, and Model /br
Cell Phone number
Appointment appears in Autoflow
- Customer is added to that active customer page and Autoflow Calendar
- If it is an appointment for today, it will appear directly on the main screen tagged with a letter “A”
- If it is an appointment for a later date, it will also be tagged, but will be found under “Future Scheduled Appointments” until the day it is scheduled.
- You can interact and text from the future scheduled appointments tab per usual.
Appointment Text Notifications
Auto-Sent immediately:
- “[Hello FN], you are not scheduled for an appointment on (date time). Please reply Y to confirm. [Company Signature & Phone Number]”
Auto-Sent day before appointment:
- “[Hello FN], this is a reminder, you have an appointment with us tomorrow at (date time). [Company Signature & Phone Number]”
Appointment messages can be modified but will always include greeting/signature as specified in company setup.
The initial confirmation also by default includes a confirmation request.
