The service reminder portal settings allow you to customise how customers interact with the portal and how users are informed of service jobs booked through the portal.
Prerequisites
While the service reminder portal is always available, it needs to be properly set up for users to access and use its features effectively.
Click here to explore the list of prerequisites
Click here to explore the list of prerequisites
Skills and shifts set up and assigned to your user's profiles.
Service windows configured to display available appointments.
Job description templates configured for service jobs and automatic invoicing (if taking prepayments).
Service reminder emails and/or SMS include the
[service_reminder_booking_portal_url]tag.Customer job confirmation email is set up to notify the customer when a job is booked.
Scheduling rules in place to control customer bookings past their service due date.
View setting
➡️ Profile Icon > Settings > Self service > Service reminder portal > View
Prepayment details
Take payment for routine services then the job is scheduled.
Enable Prepayment: Check the Does the customer have to prepay? box to enable prepayment.
Enable Credit Card:
Always: Allow customers to always pay via credit card (including traditional card details, Apple Pay, and Google Pay).
Enable when amount is less than: Set a limit for credit card payments. If the invoice total is above this amount, customers can only pay via instant bank pay through GoCardless.
Enable when amount is less than: Enter the maximum invoice total.
If no payment integration is set up for Stripe or GoCardless, prepayment cannot be enabled, and this section will not be displayed.
Invoices must be paid in full at the time of booking when requesting prepayment.
Communications
Enable a pop-up in the portal with contact information for customer inquiries.
Email Address:
Select Don't show email to hide the email address.
Select Show company email to display the email address stored in the company settings.
Select Enter email to enter a new email address (e.g., for a dedicated service reminder support team).
Phone Number:
Select Don't show phone to hide the phone number.
Select Show company phone to display the phone number stored in the company settings.
Select Enter phone to enter a different phone number.
Note: To disable the communications pop-up entirely, select Don't show email and Don't show phone.
Click here to see the pop up.
Click here to see the pop up.
To turn off the contact pop-up, set both the phone number and email address to ‘Don’t Show’.
Notifications
Set up in-system notifications for when a customer books a service job through the portal.
Send notification to: Select the roles that should receive in-system notifications.
All users with the selected roles will be notified.
Ensure you select roles relevant to the platform (Sales or JMS).
Email notifications
Set up email notifications for when a customer books a service job through the portal.
To: Enter the individual users, roles, or add an external email address to receive email notifications.
Press Enter after typing each email address.
Email template: Select the email template to use for the notification. If needed, create a new template in the email templates setting.
You can preview the selected template using the Preview template button.
Save changes
Once you have configured the settings, click Save.