When to use
To retain workshop customers and recurring services without depending on remembering each one.Before you start
- Orders module in the plan.
- An approved WhatsApp message template, if you want the automatic notice (see Message templates).
- An active WhatsApp channel (see Official WhatsApp).
Step 1: create the reminder type
1
Open Management > Orders > Reminders
The screen shows the list of reminder types.
2
Click New reminder
Fill in Reminder name and, if you want, Description.
3
Define the trigger
In Trigger by, choose By deadline (days), By mileage or Deadline and mileage. Enter Interval in days and/or Interval in kilometers (the fields appear according to the choice).
4
Define the notice
Notify in advance (days) says how many days before the due date the notice goes out (default 7). In WhatsApp Template (auto notice), choose the template sent when the deadline arrives.
5
Save
Keep Active on. The list shows Name, Type, Interval (days), Interval (km), Advance notice and Active.
Step 2: register the reminder on an order
1
Open the order
On the customer’s order, go to the Reminders tab.
2
Click Register reminder
Choose the Reminder type, the Date performed, the Current mileage and Observations.
3
Check the due date
The table shows Reminder, Performed on, Next due date and Notice sent. The due date is the date performed plus the interval in days. For types with kilometers, the next mileage is recorded as well.
How the notice is sent
Every morning Notfy looks for reminders not yet notified whose due date has arrived within the advance notice period and sends the WhatsApp template to the customer. When the notice goes out, the Notice sent column is marked. If the customer has no phone or there is no active channel, the notice is not sent.Today the reminder is registered manually in the Reminders tab of the order. Completing the order does not create reminders automatically.
Frequently asked questions
Which message does the customer receive?
Which message does the customer receive?
The one from the WhatsApp Template (auto notice) chosen in the reminder type. For messages initiated by the company, WhatsApp requires approved templates.
Can I deactivate a reminder?
Can I deactivate a reminder?
Yes. Turn off Active on the reminder type; it stops appearing when registering new ones.
Orders
Where reminders are registered.
Message templates
Create the notice template.