Customer communication settings (V8)
The Customer communication settings page can be found in the hamburger menu:
At the top of the page, you will see several headings. Clicking on one of these headings will automatically scroll you to the desired section. Additionally, the save button is also located at the top of the page.
General
Number | Name | Description | ||||||||||
1 | Email address | A general email address displayed to customers. | ||||||||||
2 | Phone number | A general phone number displayed to customers. | ||||||||||
| 3 | Website | The company's website. | ||||||||||
4 | Layout | Allows you to set whether the menu is displayed on the left or right in customer communication. | ||||||||||
5 | External CSS | If a URL for a CSS file is provided for direct download, it will be applied to customer communication upon opening. | ||||||||||
6 | External JS | If a URL for a JS file is provided for direct download, it will be applied to customer communication upon opening. | ||||||||||
7 | Google Analytics ID | |||||||||||
8 | Company color | The company color used in customer communication. | ||||||||||
9 | Confirmation emails | If enabled, the customer will receive a confirmation of the work and/or additional services. | ||||||||||
10 | Header position | Select whether the logo and info are visible in the header or footer.. | ||||||||||
11 | Price | Options for displaying prices in customer communication:
Contact support@claireit.eu for more information. | ||||||||||
12 | Planned services | Option to display sub-elements such as labor and parts in customer communication. | ||||||||||
13 | Upload logo | The logo displayed on the customer communication page (minimum size of 300 x 240 pixels). | ||||||||||
14 | Upload welcome image | The image displayed on the welcome screen of customer communication (minimum size of 197 x 460 pixels). |
Variables
A list of placeholders that can be used in the welcome text and success text of customer communication. These placeholders are automatically filled in based on the information in the work order, such as the customer's name or the car's make/model.
Online check-in
Number | Name | Description |
1. | Test mode | By activating the toggle switch, all online check-ins will be sent to the entered email address or phone number. |
2. | Email | The email to which the online check-in will be sent, if test mode is enabled. |
3. | Phone number | The phone number to which the online check-in will be sent, if test mode is enabled. |
4. | Welcome text | The entered message is visible on the welcome screen of the online check-in. |
5 | Success text | The entered message is visible when the customer has successfully completed the online check-in. |
6 | Send how many days before the appointment date | Select how many days before the appointment date the online check-in will be sent. |
7 | Enable SMS sending | Enable SMS for online check-in. If the customer wants to receive communication via phone number. |
8 | Ask the customer to enter their name | If enabled, the customer must provide their name when completing the online check-in. |
9 | Do not send online check-in to lease customers | When enabled, no online check-in will be sent to customers marked as lease company. |
10 | Enable comments | Choose whether it is possible to leave comments during the online check-in. |
11 | Show the pin code for the key safe | Activate to display a pin code in the success pop-up for the key safe, if the location has a key safe. |
12 | Send parking gate pin code | Activate to send a pin code for the parking gate in the confirmation email. |
Desk check-in
Number | Name | Description |
1 | Upload start image | Image that is visible on the counter tablet (Minimum size 1200 x 2000 pixels). |
2 | Start image preview | Example of the displayed image. |
3 | Trash can icon | Click here to delete the current image. |
Diagnose overview
Number | Name | Description |
1 | Test mode | By enabling the toggle switch, all diagnostic reports will be sent to the entered email address or phone number. |
2 | Email | The email to which the diagnostic report will be sent, if test mode is enabled. |
3 | Phone number | The phone number to which the diagnostic report will be sent, if test mode is enabled. |
4 | Welcome text | The entered message is visible on the welcome screen of the diagnostic report. |
5 | Success text | The entered message is visible when the customer has successfully completed the diagnostic report. |
6 | Enable comments | Choose whether it is possible to leave comments during the diagnostic report. |
7 | Ask the customer to enter their name | If enabled, the customer must provide their name when completing the diagnostic report. |
8 | Do not repair button | If enabled, the customer has the option to not have interventions repaired:
|
9 | Skip recommended items | If enabled, the customer can skip interventions with the status "recommended" in the diagnostic report. |
Repair overview
| Number | Name | Description |
| 1 | Test mode | When the toggle switch is enabled, all repair overviews are sent to the entered email address or phone number. |
| 2 | The email address to which the repair overview is sent when test mode is enabled. | |
| 3 | Phone number | The phone number to which the repair overview is sent when test mode is enabled. |
| 4 | Welcome text | The entered message is visible on the welcome screen of the repair overview. |
| 5 | PDF template | The template in which the repair overview is downloaded. |
| 6 | Auto-send status: Car ready | If enabled, the repair overview is automatically sent when the status of the work order changes to "Car ready," provided the customer has an email address. |
| 7 | Auto-send status: Quality control | If enabled, the repair overview is automatically sent when the quality control is completed on a work order, provided the customer has an email address and the "Car ready" option is disabled. |
Kiosk
Number | Name | Description |
1 | Customer name in kiosk check-in | If enabled, the customer is required to enter their name during the kiosk check-in. |
2 | Customer signature in kiosk check-in | If enabled, the customer is required to provide their signature during the kiosk check-in. |
Support
Number | Name | Description |
1 | Activate the support page | This enables the support section in customer communication. |
2 | Support menu text box | If the above option is enabled, you can fill in/edit the content of the support menu. |
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