𧰠Software Support in Emergency Situations
DaySmart Appointments is committed to maintaining a safe and healthy workplace for our employees and helping our clients do the same. We want to offer the following tips on how your scheduling system can help keep your operations organized and running smoothly in times of uncertainty.
â¸ď¸ How can I temporarily disable my Customer View to stop the creation of new Appointments?
If you need to temporarily prevent Customers from booking their own Appointments, you can easily update your account settings to disable self-scheduling and display a custom message with additional informationâsuch as contact detailsâduring this time.
Click here to view steps on how to disable your Customer View application
Click here to view steps on how to disable your Customer View application
To disable your Customer View application:
Click on the Settings button in the top header.
In the left-hand menu, select the Preferences drop down.
Then select Customer View.
Locate the Disable the Customer View preference (typically #24) to Yes.
Optionally, you can set a custom message (typically #25). Use this field to share information specific to your scenario. Possible options include an emergency phone number or email address to contact. Additionally, you can apply some formatting to your message.
Once finished, scroll down to the bottom of the page and select Update.
đ˘ How do I notify customers who have upcoming Appointments that we are temporarily closed?
There are a couple of ways that you can notify your clients of temporary changes to your business operations. Here are some suggestions:
Modify the message content for the Appointment Cancellation Notification for Customers
đ§ How to Customize the Cancellation Email
Click here to learn how to create and customize a cancellation email
Click here to learn how to create and customize a cancellation email
Customize the Cancel Email
Click on the Settings button in the top header.
Click In the left-hand menu, select the Notifications drop down.
Then select Email.
Locate and click on Appointment Cancellation Notification in the Customerâs section
Customize detail as needed.
Once finished, click Update at the bottom of the screen.
â How to Cancel Appointments
Click here to learn how to cancel appointments
Click here to learn how to cancel appointments
From the Appointment calendar, clilck into the appointment, then select Cancel Appointment.
Check Send cancel email to Customer, and then select Cancel Appointment.
Customers with an email address in their profile will receive the updated email information.
Note: When your business operations return to normal, you can run a report Appointments with the Status of Cancelled to identify and then work with the Customers to reschedule those Appointments.
Set up a new Appointment Status & send a custom User-Defined Email message to Customers
Update any upcoming Appointments that meet the criteriaâeach Customer will automatically receive the customized email. Once operations resume, you can run a report on Appointments with this custom Status and follow up with Customers to reschedule their Services.