EN Check-in Services (V8)
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.
Users with the role Dealer admin have access to change the settings.
Creating services
Step 1
First, go in the hamburger menu, under the Customer Comm section click Check-in Services.
Step 2
Click the plus button next to the Dealer Services
Step 3
A modal named Add new online check-in service will pop up, with a list of six available fields to complete
Below is an explanation of the fields, followed by an exampl,e showing where each one of them will be displayed in the Check-In communication.
Service name
Title of the service.
1. Service description
The description of the service that is visible in the check-in.
2. Service brands
Add brands by clicking on the dropdown. Only customers with the selected brands will see this service.
3. Service tag
Categorize the service with tags. This will allow you to evaluate and measure the performance of the service in the report Online Check-in Performances in the Dealer reports.
Contact support@claireit.eu to create a new tag.
4. Info URL
Add an URL to the service, which will be visible to the customer. (For example: Youtube video with explanation of the service.)
YouTube links are correctly detected and embedded.
This is embedded in an iframe, so make sure the x-Frame-Options header is set to SAMEORIGIN, otherwise it will not display correctly.
5. Price (excl. VAT)
Price of the service that is visible in the check-in.
VAT is automatically added if this is 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 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.
Email notification
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 entered mailaddress with the information about the service and for which service.
On the appointment detail page, a green envelope will indicate the service was sent and when hovering over, it will indicate to which emailaddress and when a notification email was sent.
Disabling a location service
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 left 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 left bottom corner to permanently remove it.
Prior to delete a service, you must disable it on all locations. If you don't, you will get the error message display below:
Converting check-in services and remarks to interventions
With this functionality a receptionist can convert an online check-in service and/or remark to interventions. This makes it clear to the mechanic that this extra service needs to be completed.
Step 1
Select a service or create a new one.
Step 2
A modal will open, select the option Convert to intervention and click on save.
How to convert a service into an intervention
After a customer completed a desk/online check-in, any selected services and/or left remarks are visible in the workorder overviewpage.
Step 1
Click on the plus button attached to the check-in service and select Convert to intervention.
Step 2
A new modal appears. Here you can add information or make changes. Click on save to convert the service to an intervention.
Step 3
The check-in service moves below the Interventions tab:
How to convert a remark into an intervention
Step 1
Click on the plus button attached to the remark and select Convert to intervention.
Step 2
A new modal appears. Here you can add information or make changes. Click on save to convert the remark to an intervention.
Step 3
The remark appears below the Interventions tab and is still visible under Client remarks.
How to remove a converted service and/or remark
Step 1
Click on the bin icon which you wil see when you expand the intervention:
Step 2
A model appears, click on yes to remove the intervention:
Warning: when you remove a contverted check-in service, it will be completely removed from the workorder. It will not reappear under the check-in services tab.Related Articles
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