- LAST UPDATED: 11/4/2014
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PRICING TIER: Silver
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APPOINTMENT VERSION: Single & Multiple
You can require customers to use a package when booking online. The package can either be assigned to the customer by an account administrator, or purchased through the customer view.
To require customers to select a package when booking online:
- Click on the Settings tab
- Select the Packages link
- Set Preference #5 to Yes
- Click the Update button
NOTE: You will also need to require customers to log in for this feature to work properly. To require customers to log in before scheduling online, set Customer View preference #2 to Yes.
Comments
2 comments
Hanover Park – Thank you for your comment. It is not currently possible to allow end users to update their own appointments. Only administrative users can update the details of existing appointments. You can however vote to have this functionality added "here" as other clients already requested it. In the meantime, I recommend adding some extra text to the Customer View to let carriers know to contact you to update existing appointment details. There are many options available for adding custom text to the Customer View from the Pages/Text section of Site Administration. More details about those options can be found here: https://apptplus.zendesk.com/entries/50937276-Pages-Text-Visual-Help-Guide
I have been having Carriers enter their own appointments, with that, Carriers get more freight they need to schedule as it arrives at their facility....it appears their is no way for them to go in and update to add the freight to an already existing appt......therefore they enter another appt even though the same truck will be arriving....this not only take up a slot but it will also sku the data we pull on # of appts, carrie etc......Question: Is their a way they can update their existing appt, I did not see when I tested....they can not got to their existing appt....they can only cancel or print confirmation....Please advise..
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