Agreements Page (V8)

On this page you can create or add agreements for your customers to accept/decline in the customer communication.

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You must be a user with the Dealer admin role to change settings.

Adding an agreement

Step 1

Go in the hamburger menu, under the Customer Comm section, and click Agreements.

Step 2

Click the plus sign in the top left corner.

Step 3

On the Add new  communication agreement page, please fill in the following info:

1. Name:  Title appearing on the module pages. By clicking on this name, customers will view the agreement body.
   
2. Visibility: Allows you to select which communication module you want the agreement to be displayed on. 
   
3. Optional Choice: By default, agreements are mandatory for customers; these settings allow you to make them optional. 
   
4. Text: Body of the agreement.
   

Click the Save green button in the bottom right corner.

Editing an agreement

When you edit an agreement, Claire will create a version of it. This will allow you to keep track of which version of the agreement was approved by your customers.

On this page, you will only see the latest version of your agreements, and on each appointment detail page, you will see the version approved by your customers.

Note: When the customer opens the communication link for the first time, the latest version of your agreement will be used. 

Deleting an agreement

Click the Delete red button in the bottom left corner.

Note: If it was approved by customers, you will still see this agreement's versions in the appointment detail page,

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