Setting agreements in the Customer Communication module
Prerequisite
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 red circle button at the bottom right corner of the page.
Step 3
On the Add new communication agreement page, please fill the following info:
- Name: Title appearing on the module pages. By clicking on this name, customers will have the agreement body displayed.
- Visibility: Allow you to select which communication module you want the agreement to be displayed on.
- Optional Choice: By default, agreements are mandatory for customers, these settings allow you to make them optional.
- Text: Body of the agreement.
Click the Save green button in the right bottom corner.
Editing an agreement
When you edit an agreement, Claire will version 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 open 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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