Changing maximum range of days prior set for the Check-in tool

Changing maximum range of days prior set for the Check-in tool

Purpose

As a part of the Customer Communication module, the Online Check-in tool gives customers the opportunity to review the agreed work prior to their appointments. This article will explain how to set the maximum range of days prior to scheduled appointments that the Online Check-in communications could be sent to your customers.

Prerequisite

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

Steps

Step 1

First, go in the hamburger menu, click Settings under the Customer Comm section.



Step 2

Enter the desired number of days in the field below Send online check-in how many days prior appointment.

It has no limit to the number you can enter, but keep in mind that the Online Check-in tool will range up as the number of days Claire's interface imports appointments from your DMS ahead of their scheduled date (Example: you set 4 days in the above screen but  Claire's interface is set to only import appointment from your DMS  3 days ahead, as for result the Online Check-in communication will be sent to the maximum of its range: 3 days).

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