Send a Booking Confirmation

Send a booking confirmation

Table of contents:

When a new booking is created, the system will prompt the user to send a booking confirmation to the customer. However, users can also send a booking confirmation to a customer and/or fieldworker via SMS or email at any time.

How to Email booking confirmation to customer or fieldworker?

From the all bookings page.

To send a booking confirmation email to a customer, from the admin user web view:

  1. Go to Bookings
  2. Click on All bookings 
  3. Hover over the customer’s display name
  4. Click on the mail icon 
  5. Select Email booking

An email form will appear, you can fill the following details:

  1. Enter the customer’s email
  2. Write or edit your subject line 
  3. Attach additional files, note that the booking details are already attached.
  4. You can edit the email body, note that the email body is auto generated. 
  5. Click on Send 

From the booking details page

To send an email from the booking details page, from the admin user web view:

  1. Go to Bookings
  2. Click on All bookings
  3. Select the booking you wish to view, from the actions button, click on View booking

You will be redirected to the booking details page. 

From the top right of the page, click on Email.

-To send it to a customer click on Email Booking To Customer.

-To send it to a field worker click on Email Booking To Fieldworker.

-You can also remind your customers about the next booking by clicking on Email Next Booking Reminder.

An email form will appear, you can fill the following details:

  1. Enter the customer’s email
  2. Write or edit your subject line 
  3. Attach additional files, note that the booking details are already attached. 
  4. You can edit the email body, note that the email body is auto generated.
  5. Click on Send 

How to send a booking to a customer or fieldworker via SMS

From the all bookings page

To send an SMS from the bookings list page, from the admin user web view, 

    1. Go to Bookings
    2. All bookings
    3. Hover your mouse over customer’s display name name
    4. Select SMS icon

An SMS form will appear so you can:

  1. Select the customer you want to send an SMS to
  2. Select Send booking SMS from the drop down menu 
  3. The SMS is auto-generated but you can edit the body
  4. Click on Send

From the booking details page

To send an SMS from the booking details page, form the admin user web page:

  1. Go to Bookings
  2. Click on All bookings
  3. From the actions button, click on View booking

You will be redirected to the booking details page, from the top right of the page click on Customer > Send SMS

An SMS form will appear so you can

  1. Select the customer you want to send an SMS to
  2. Select Send booking SMS from the drop down menu 
  3. The SMS is auto-generated but you can edit the body
  4. Click on Send

To send an SMS to a fieldworker, from the top right of the page click on Fieldworker > Send booking SMS

An SMS form will appear so you can

  1. Select the fieldworker you want to send an SMS to
  2. Write the message to the fielworker 
  3. Click on Send

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.

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