You can make several changes to your booking messaging, which will affect the information provided to your employees via SMS and email.
To have access to changing configurations, you will need administrator access. You can learn more about roles, access levels and permissions here.
The article covers the following:
Booking details that are available in booking requests
Booking details that are available in booking related messages
Booking details that are available in booking confirmation messages
Booking Details in Booking Requests
Below are the configurations related to booking requests:
Link to booking details in SMS/E-mail for team leaders
booking_request_msg_includes_booking_person_url_for_TL
This configuration controls whether team leaders can view a link to the booking in the job request SMS/email they receive. If disabled, they will not be able to access the webpage to view the details before accepting or declining the job. Push notifications and the app are unaffected by this configuration.
Link to booking details in SMS/E-mail for non-team members
booking_request_msg_includes_booking_person_url_for_non_TL
This configuration controls whether non-team leaders can view a link to the booking in the job request SMS/email they receive. If disabled, they will not be able to access the webpage to view the details before accepting or declining the job. Push notifications and the app are unaffected by this configuration.
Straight to site and depot meeting time inclusive in a booking request for team leaders
booking_request_msg_includes_meeting_time_for_TL
This configuration determines whether a team leader can view both the site and depot meeting times on a booking request.
Straight to site and depot meeting time inclusive in a booking request for non-team leaders
booking_request_msg_includes_meeting_time_for_non_TL
This configuration determines whether a non-team leader can view both the site and depot meeting times on a booking request.
Site name inclusive options in booking request message for Team Leader
booking_request_msg_includes_site_name_for_TL
This configuration controls whether the site address and/or site name is visible to team leaders in the booking request.
Site name inclusive options in booking request message for NON-Team Leader
booking_request_msg_includes_site_name_for_non_TL
This configuration controls whether the site address and/or site name is visible to non-team leaders in the booking request.
Booking start time inclusive in booking requests for team leaders
booking_request_msg_includes_start_time_for_TL
This configuration controls whether the booking start time is visible to the team leader in the booking request.
Booking start time inclusive in booking requests for non-team leaders
booking_request_msg_includes_start_time_for_non_TL
This configuration controls whether the booking start time is visible to the non-team leader in the booking request.
Booking Details Available in Booking Related Messages
Booking details in booking-related messages refer to the information you want your employees to see after the job has been accepted. This applies specifically to SMS and email communications.
These configurations impact the following message communications:
Cancellation message
On-Hold Message (booking was green to go before, but reverted to confirmed)
Removed from booking message
Moved to another booking message
Booking time/location changed - Please reconfirm message
Below are the configurations for booking related messages:
Unique booking person URL inclusive options in message for Team Leader
msg_includes_booking_person_url_for_TL
This configuration determines whether or not a booking link with the booking details is accessible for the team leader.
Unique booking person URL inclusive options in message for Non-Team Leader
msg_includes_booking_person_url_for_non_TL
This configuration determines whether or not a booking link with the booking details is accessible for non-team leaders.
Site name inclusive options in message for Team Leader
msg_includes_site_name_for_TL
This configuration controls whether the site address is accessible to the team leader.
Site name inclusive options in message for NON-Team Leader
msg_includes_site_name_for_non_TL
This configuration controls whether the site address is accessible to non-team leaders.
Straight to site meeting time and depot meeting time inclusive options in message for Team Leader
msg_includes_meeting_time_for_TL
This configuration determines whether the meeting time information is available for team leaders.
Straight to site meeting time and depot meeting time inclusive options in message for NON-Team Leader
msg_includes_site_name_for_non_TL
This configuration determines whether the meeting time information is available for non-team leaders.
Start time inclusive options in message for Team Leader
msg_includes_start_time_for_TL
This configuration controls whether the start time is included in the message for the team leader.
Start time inclusive options in message for Non-Team Leader
msg_includes_start_time_for_non_TL
This configuration controls whether the start time is included in the message for non-team leaders.
Booking Confirmation Messages
These configurations relate to what information is available to your employee's when they receive their booking confirmations.
Below are the configurations for booking confirmation messages:
Client name inclusive options in booking confirm message for Team Leader
booking_confirm_msg_includes_client_name_for_TL
This configuration determines whether the client name is available for team leaders in the booking confirmation message.
Client name inclusive options in booking confirm message for NON-Team Leader
booking_confirm_msg_includes_client_name_for_non_TL
This configuration determines whether the client name is available for non-team leaders in the booking confirmation message.
Client contact details inclusive options in booking confirm message for Team Leader
booking_confirm_msg_includes_client_contact_for_TL
This configuration determines whether the client contact details are available for non-team leaders.
Client contact details inclusive options in booking confirm message for NON-Team Leader
booking_confirm_msg_includes_client_contact_for_non_TL
This configuration determines whether the client contact details are available to non-team leaders on their booking confirmations.
List of resources inclusive options in booking confirms message for Team Leader
booking_confirm_msg_includes_resources_for_TL
This configuration determines whether the list of resources on the job is available to the team leader when they receive a booking confirmation.
List of resources inclusive options in booking confirm message for NON-Team Leader
booking_confirm_msg_includes_resources_for_non_TL
This configuration determines whether the list of resources on the job is available to a non-team leader when they receive a booking confirmation.
Miscellaneous Booking Messaging Configurations
Push notification follow-up after x minutes
This configuration defines the amount of time in minutes that should pass before automatically following up a message with an SMS or email.
Send Green to Go (GTG) Messages
SEND_GREEN_TO_GO_MESSAGES
This configuration controls the sending of messages when a booking is updated to green to go status.