Reminders
Create Recurring Reminder (e.g. every year)
- On the Vehicle Overview Screen, click Reminders.
You can also use ‘+ New Reminder’ button or ‘+ New MOT reminder’ and ‘+ New SERVICE reminder’.
- Select reminder date (for MOT, you can use pre-set dates), reminder type and select vehicle.
From ‘Repeat every’ dropdown, select how often this reminder should be sent to a customer.
Select Custom option to set recurring schedule manually.
Optionally, you can set how many times this reminder should go out. Just uncheck ‘Infinity’ and enter a desired number.
Customer will receive email notifications (text message if Twilio account is configured) on this particular date and time.