Notification after completion with review link

You can add and customize notifications that will be sent to your customers 30 minutes after the validation of the appointment completion from the mobile application. Depending on your subscription, you can also add a link allowing customers to evaluate the quality of services. In order to set up the notifications after the appointment is completed, just follow the steps below:

Setting up notifications sent after the appointment has been completed

Go to the “Sites” tab of the “First name – Last name” module.

From the table, click on “…” and “Configure”.

Click on “Notifications templates”.

Click on the blue “Add” button.

Select a media between:

Text message ;
or email.

Note: Once you have saved your notification template, you will not be able to change the media. In order to change it, you will need to delete the notification template and create a new one.

Note: For the email notifications, it is possible to define the sender. For example, the name of your company.

Select the type “Automatic notification after appointment achievement”.

Define a name, for example “Notification after completion”.

Set the following toggle on “Enabled”.

Customizing the notification message

You can now customize the SMS or email message that will be sent to your customers after the appointment or delivery is completed using the available variables.

To add a variable, just copy one of the available variables on the right side of the screen and paste it in your message. For example, copying and pasting the variable “$firstName” allows you to add the first name of your client in the message. You can use the variables below to customize your message:

First name $firstName
Last name $lastName
Scheduled date $scheduledDate
Time slots $timeSlot
Address $address
Enterprise name $enterpriseName
Agent name $agentLastName
Id of order $id
Customer review link $reviewUrl (From Pro)

Note: If you do not wish to add a review link in your message, you must click on the blue “Save” button, otherwise follow the steps below.

Add the review link in the message

When you have subscribed to the Pro, you can add a review link in the message to allow customers to evaluate the quality of the service provided. Your customers will be able to give a rating between 0 and 5 stars and add a comment. Just follow the steps below:

Note: To allow the customer to evaluate the service, don’t forget to add the variable $reviewUrl in your email or SMS message.

Add the variable “$reviewUrl” (copy and paste) in the email or SMS message.

Set up the “Customer review link” by clicking on the “Configure” button.

Fill in the following fields:

Link validity (in days) ;
Corporate logo or image ;
Title ;
Text.

Note: To add the logo or image, you must copy and paste the corresponding URL.

Click on the blue “Confirm” button.

Click on the blue “Save” button.

Note: To send a notification to your customers you must have filled in the email address and/or phone number in the format +44 7400 123456 in the customer form.

Note: After defining this notification template, the notifications will be automatically sent to your customers 30 minutes after the validation of the appointment completion from the mobile application.