In order for a customer to be available for appointment reminders you will need to configure their default notification method setting.


To do this, go to the customer and press the three dot menu in the top right followed by "Edit".



Next press the "Default Notification Method" setting to edit it.


Select the required option from the list.


Finally save the customer using the "Save" button in the top right.



Notification Method Options


None

Customer will not appear in appointment reminder list for SMS or email and will not receive automatic invoices 


Email

Customer will appear in the "Email reminders" option from the work planner and will receive invoices by email if you set them to receive invoices automatically.


SMS Using Phone

Customer will appear in the "SMS reminders" option from the work planner and will receive invoices by SMS if you set them to receive invoices automatically.


SMS Alternative Phone

Customer will appear in the "SMS reminders" option from the work planner and will receive invoices by SMS if you set them to receive invoices automatically.


SMS (Phone) and Email

Customer will appear in the "SMS and Email reminders" option from the work planner and will receive invoices by SMS and Email if you set them to receive invoices automatically.


SMS (Phone2) and Email

Customer will appear in the "SMS and Email reminders" option from the work planner and will receive invoices by SMS and Email if you set them to receive invoices automatically.


If you have any more questions or queries, or would like to see what other features Squeegee has to offer, please take a look at our help page at https://squeeg.ee/help or alternatively you can ring us on, 020 7861 4401