How to Display a Message When Booking Certain Customers into the Workshop

If you want specific messages or notes to appear when booking certain customers into the workshop, you can use the "Customer Requirements to be Highlighted at Service Booking" feature. This ensures that important customer-specific requirements are clearly communicated during the booking process.

Steps to Set Up a Message

1. Access the Customer Record:

   • Navigate to the Customer Profile for the specific customer.

2. Locate the Service Booking Highlight Option:

   • Within the profile, find the section labelled "Customer Requirements to be Highlighted at Service Booking".

3. Enter the Message:

   • Add the desired message or note in the provided text box.
     • Example: "Customer prefers early morning appointments" or "Has 10% Discount"

4. Save Changes:

   • Click Save to ensure the message is saved to the customer’s record.

How It Works

• Whenever you raise a Service Appointment for this customer, the message entered in the Customer Requirements box will automatically appear as a pop-up or highlighted text during the booking process.

Key Notes

• Customer-Specific:

  • Messages are set individually for each customer and will not affect other records.

• Clear and Concise:

  • Keep messages short and relevant to ensure they are easy to read and understand during booking.

• Use for Key Requirements:

  • This feature is ideal for highlighting essential information, such as special preferences, payment arrangements, or unique requirements.

Scenarios Where This Process is Useful

• Notifying staff of customers who require loan cars or specific appointment times.
• Highlighting VIP customers or those with special arrangements.
• Ensuring smooth operations by communicating customer needs during bookings.