There are numerous changes you can make to your booking messaging. This will impact what information is available to your employees through SMS and email.
Getting Started
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 in booking requests
Link to booking details in SMS/E-mail for team leaders
This configuration determines whether team leaders can see a link to the booking in the Job request SMS/E-emails they receive.
If turned off, they can't go to the web page to see the details before accepting or decline the job. Push notification and app remains unaffected by these configurations.
Link to booking details in SMS/E-mail for non-team members
This configuration determines whether non-team leaders can see a link to the booking in the Job request SMS/E-emails they receive.
If turned off, they can't go to the web page to see the details before accepting or decline the job. Push notification and app remains unaffected by these configurations.
Straight to site and depot meeting time inclusive in a booking request for team leaders
This configuration determines whether a team leader can see both straight to the site and depot meeting time on a booking request.
Straight to site and depot meeting time inclusive in a booking request for non-team leaders.
This configuration determines whether a non-team leader can see both straight to the site and depot meeting time on a booking request.
Booking start time inclusive in booking requests for team leaders
This configuration determines whether the booking start of a booking request is visible for the team leader.
Booking start time inclusive in booking requests for non-team leaders
This configuration determines whether the booking start of a booking request is visible for the non-team leader.
Site name inclusive options in booking request message for Team Leader
This configuration determines 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
This configuration determines whether the site address and/or site name is visible to non-team leaders in the booking request.
Booking details that are available in booking related messages.
Booking details in booking-related messages refer to what information you want your employees to see when communicating with them once the job has been accepted. This is related to SMS and Email only.
These config impact the following message communications:
Cancellation msg
On hold message (so was green to go before, but reverted to confirmed)
Removed from booking msg
Moved to another booking msg
Booking time/location changed. Please reconfirm msg.
Site name inclusive options in message for Team Leader
This configuration determines whether the site address is available to the team leader
Site name inclusive options in message for NON-Team Leader
This configuration determines whether the site address is available to non-team leaders.
Straight to site meeting time and depot meeting time inclusive options in message for Team Leader.
This configuration determines whether the meeting time information is available for team leaders.
Sts meeting time and depot meeting time inclusive options in message for NON-Team Leader
This configuration determines whether the meeting time information is available 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.
Client name inclusive options in booking confirm message for Team Leader
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.
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.
This configuration determines whether the client name is available for non - team leaders.
Client contact details inclusive options in booking confirm message for NON-Team Leader.
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.
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
This configuration determines whether the list of resources on the job is available to a non-team leader when they receive a booking confirmation.