Customer communication
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. How to activate Step 1 Navigate to Check-in Services ...
Option of blocking check to be started if no check-in was answered
A new optional feature which can block users to start a check on a work order if no check-in was answered. Contact us at support@claireit.eu in order to activate it. Once activated, user will get the following message after clicking the checklist ...
Advanced settings and controls for communications
Claire has at your disposal a set of tools and settings that can allow your team of developers to integrate our Customer communication module to a third party system. This allows you to take advantage of it, while you still use a system that your ...
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 ...
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 ...
Configuring services offered in Online Check-in communications
Purpose 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 ...
Introduction to the Online Check-in tool
Purpose As part of the Customer Communication module, the Online Check-in tool gives customers the opportunity, prior to their appointment, to approve the agreed work. Moreover, the customer will be automatically offered additional activities or ...
Introduction to the Customer Communication module
Purpose In 2019, Claire has begun to develop a module called Customer Communication module to complement the Claire process. It allows clear and transparent communication with your customer. Being a digital way of communication, it creates the ...
Setting up the customer communication module
Editing default customer communication email template Step 1 In the hamburger menu, under the customer comm section click Templates. Step 2 Select the template you want to modify. Step 3 From this screen you can modify the text. Note that any text ...
Defining your own dealer domain name
The purpose of this feature is to allow you to change the domain name in the Customer communication email you send to your customers from Claire. Example: With the Customer Communication feature, by default your customers are getting an email from ...