Overview of the Pet Snaps Messaging option included in PetExec 3.5
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1 Overview f the Pet Snaps Messaging ptin included in PetExec 3.5 Table f cntents Tw Way Text Messaging Autmated SMS Reminders SMS Lgs Managing yur SMS cnversatins and reminders SMS Owner Lg Resend SMS Reminders SMS Applicatin Preferences Versin /16/18 Page 1 f 15
2 These ptins are available with the Pet Snaps Messaging ptin. SMS Image texting, yu can attach a picture t yur messages. Add tw way SMS capability. Text yur custmers and they can reply t text messages. The ntificatin windw will display any incming messages frm yur custmers. Added SMS ntificatins t the Bell Icn with buttn t manage ntificatins. Autmated text message appintment reminders. Turn n/enable via new applicatin preferences. Added SMS message templates and maintenance in cmmunicatin settings. Added ability t resend reminder messages via mdify barding, grming, scheduled services appintments, and grup training classes. Ability t resend any SMS message that was sent previusly. Added last SMS date t wner menu and mdify wner. SMS lgs fr all cmpany texts and by specific wners. Tw Way Text Messaging: Versin /16/18 Page 2 f 15
3 When the custmer receives the SMS message and replies t the message: Versin /16/18 Page 3 f 15
4 The reply message is displayed in the Bell Icn, the exclamatin indicates the reply arrived: (Enable Ntificatins fr SMS Respnses in applicatin preferences fr the ntificatins t appear in the Bell icn, yu als have the ptin t shw r hide messages). Versin /16/18 Page 4 f 15
5 Click n the View SMS lg t access the SMS histry and cnversatins: 1) View the reply frm the custmer. 2) Click n the wner menu. 3) Click the phne icn t reply t the wner again. Versin /16/18 Page 5 f 15
6 Versin /16/18 Page 6 f 15
7 Autmated SMS Reminders: Yu can als set up autmated SMS reminder messages. Similar t the autmated PetExec s, reminders messages can be custmized, enabled in applicatin preferences, and will then autmatically be sent t yur custmers. Step 1: Review and custmize the SMS default messages. Frm the Menu Cmpany Preferences Cmmunicatin Settings Mdify /SMS Templates: Versin /16/18 Page 7 f 15
8 Each SMS message has s default template. 1. Custmize further using the dynamic replace values at the tp f the page. In this example list f pets will display the wner s pets scheduled fr the barding appintment. 2. Since SMS is priced based n characters used and segments, the number f characters is limited t 300. A character cunt and segment cunt is als displayed real time. 3. Click mdify SMS cntent t see any changes reflected in the SMS Preview. Versin /16/18 Page 8 f 15
9 Step 2: Turn n r enable the autmatic SMS messages and determine the timing f the messages: 1. Click t select the message. When selected PetExec will autmatically send ut the reminder SMS. 2. Enter the number f days befre the appintment yu want the SMS t be sent. If selected and the value is left blank, the SMs will be send the day befre the appintment start date. 3. Click update preferences t save yur changes. SMS reminders are sent ut ne time per appintment. Yu cannt autmatically send multiple reminders fr the same appintment. SMS reminders can be resent frm the appintment screen using the Resend SMS Buttn. The snest an autmated SMS reminder can be sent is the day befre the scheduled appintment. SMS reminders will be sent t the Cell Phne number n the wner recrd nly. Even if ther phne numbers are marked Use Fr SMS. Versin /16/18 Page 9 f 15
10 Owners wh have pted ut f Barding Reminder S will als be autmatically pted ut f Barding SMS Reminders and their SMS ptin will be unchecked by detault. Here is an example frm the wner recrd, cmmunicatin settings: Versin /16/18 Page 10 f 15
11 SMS Lgs Managing yur SMS cnversatins and reminders: Frm the PetExec menu Cmpany Preferences Cmmunicatin Settings SMS Lgs (If yu dn t see this menu ptin yu will need t add the menu ptin t yur emplyee type). This menu ptin will display all SMS lgs fr yur business. 1. Enter search criteria. Can search by date, type ( and phne number. 2. Mnth t Date will shw the messaging charges t date fr the image and SMS messages. These charges are in additin t the $10 mnthly fee. 3. Green Status bar shws the results based n the search criteria. The message, segment, image cunts and price are based n the results f the search criteria displayed. 4. SMS lgs are displayed. Click n clumn headings t srt data. Outging messages are displayed as delivered. Incming messages are displayed as received. If a phne number is assciated with mre than ne wner it will be displayed as unknwn. 5. SMS reminders can be resent frm this lg. 6. Click n the camera icn t see the pht that was sent. Versin /16/18 Page 11 f 15
12 Versin /16/18 Page 12 f 15
13 SMS Owner Lg Yu can als view SMS by Owner frm the wner menu SMS Histry. This is a great way t see a SMS cnversatin with an wner. 1. Current SMS Capable numbers are displayed. 2. Details f SMS texting fr this wner. 3. Click t view message 4. Click t resend message Resend SMS Reminders SMS reminders can be resent frm the appintments, in the same way the reminder s can be resent. Versin /16/18 Page 13 f 15
14 Versin /16/18 Page 14 f 15
15 SMS Applicatin Preferences: Added new "SMS- Custmers" categry fr autmated SMS reminders and preference t include SMS replies in ntificatins windw. Yu can als chse t shw r hide messages in the ntificatin windw. Versin /16/18 Page 15 f 15
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