Configuring services offered in Online Check-in communications
As a part
of the Customer Communication module, the Online Check-in tool gives customers
the opportunity to review the agreed work and to select additional services
prior to their appointments. This article will explain how to configure
services you wish to offer to your customers.
Prerequisite
You must
be a user with the Dealer admin role
to change settings.
Creating additional services
Step 1
First, go
in the hamburger menu, under the Customer
Comm section click Check-in
Services.
Step 2
Click the
plus in the red circle at the bottom right corner of the page.
Step 3
A page
named Add new online check-in service will pop up with a list of six available
fields to complete.
Here are
the fields followed by an example showing where each one of them will be
displayed on the Online Check-In communication.
Check-in service name
A self
explanatory field that will be displayed on the Online check-in.
Check-in service description
A self
explanatory field that will be displayed on the Online check-in.
Select brands
From
the drop down menu, select one or multiple car make(s). Only customers with
cars of the selected make(s) will view the service offered.
Select tags
Categorize
your service by tag. Measure and review their performance on
the Online Check-in Performances report available in the dealer report
dashboard.
Info URL
Enter
the URL that you wish to be embedded. (Example: Youtube video related to
the service.)
Note: Youtube links are detected and embedded properly.
Note: This will be embedded in an iframe so make sure that
the x-Frame-Options header is set to SAMEORIGIN, otherwise it will not be
displayed properly.Field 5. Price excl. VAT
A self
explanatory field that will be displayed on the Online check-in.
Note: VAT will be added automatically if enabled for your location.Example:
Hide for lease appointment: When
enabled, the service will not be visible when WO has for driver, contractor or
owner a lease company.
Convert to intervention: When enabled, the Add intervention modal
will open when receptionist clicked to indicate it was handled. The modal will
be prefilled with the information about the service.
Step 4
Click Save, it should now be displayed on the
left column named Dealer Services.
Enabling additional services for a location
Drag the
item from the right column (Dealer Services) to the left column (Location
Services) so that customers of that location will view it in the Online
Check-in communications.
Check In Service Accepted Notification feature
If you
want some services to be handled by a different department that does not use
Claire.
Once a
service for location is enabled, open it from the location column and add an
email:
Once that
service is accepted, an email will be sent to the email address entered with
the information about the service accepted and for which service.
On the
appointment details page, a blue envelope will indicate the service was
accepted and when hover it will indicate to which email address and when a
notification email was sent.
The email looks like this and contains the following information:
Disabling a service offered for a location
Click the
service to be disabled on the left column.
On
the Edit check-in service page,
click the Disable red button on
the bottom right corner.
Deleting additional services
Click on
the service to be deleted on the right column (Dealer services).
On
the Edit check-in service page and
click Delete right button at the right bottom corner to permanently remove it.
Prior to delete a service, you must disable it on all location. If you don't, you
will get the error message display below:Related Articles
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