Online Booking Setup
To setup online booking:
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In the top-right corner, choose the search icon, enter Online Booking Setup, and choose the related link.
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Under the General FastTab, you will see the URL for online booking, Access Token, Instance ID, and whether the setup is enabled.
- You can make the following changes under the Booking FastTab:
- Minimum Minutes Delay - This is the time difference between now and the first available booking, i.e., 180 minutes equals a 3-hour delay, implying that at 8 a.m., a customer can make a booking for 11 a.m. that same day.
- Max Days in Future - This is the maximum number of days in the future that bookings can be made.
- Default Deal Type Code - It is recommended that this be set to OB. For more information on this feature, please contact a member of the team.
- Customer Recognition Policy - It is best to set this to Automatic. Please contact a member of the team for more information on this feature.
- Dummy Customer No. – Should be set to Online Booking.
- VAT Bus. Posting Group – should be set to Domestic.
- Default Vehicle Status – Should be set to Customer.
- Hide Service Prices – This will hide the sales price of all service packages.
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Automatic Booking Confirmation – If enabled, will send an email and/or SMS confirmation to the customer.
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Hide Service Expected Time – This hides the expected service times from service packages. (displayed when More Info is clicked, along with any extended descriptions set up in the packages).
- Under the **Internal Notification FastTab, you can set the following:
- Send To Emails – This is usually left blank, but it can be used for additional email recipients; this is for a confirmation email that’s sent to the branch.
- Send To BCC Emails – You can use these if you need to BCC the confirmation somewhere else. Multiple addresses can be entered using the “;” character, as in service@thegarage.com;management@thegarage.com.
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Send To Branch Email - It is best practise to check this box, as this will send the confirmation message to the email address specified in the branch setup, which we will do later in the setup.