You can customise the display of links sent to customers:
- Planning link ;
- Confirmation / rescheduling link ;
- Tracking link ;
- Rating link.
To customise the display of links, simply follow the steps below:
- Go to the “Settings” module.
- Click on the “Notifications” tab.
- Click on the “Style of links” sub-tab.
- Configure how the links are displayed.
- Click on the “Save” button.
Here are the elements you can customise:
- Add a logo;
- Define the main colour of the pages;
- Display phone number and email address of the company;
- Display the name and phone number of your drivers;
- Display the duration of work orders;
- Display the price of work orders;
- Enable customers to edit their address;
- Enable customers to change their telephone number;
- Define the custom fields that your customers will be able to view from the links.
- Define the custom fields that your customers will be able to edit from the links.
💡 The address, phone number and custom fields can only be changed by a customer via the planning, confirmation and rescheduling links.
☝️ Good to know: The telephone number and email address of your company displayed in the links can be changed via the blue circle at the top right of the interface > My account > General information.
💡 If you have activated the function enabling you to define a rule for calculating the price of work orders, you can decide to display the price of a work order in the links sent to your customers. The price indicated will be updated in real time according to the fields filled in by your customers.
☝️ Good to know: You can access a preview of the links on the right of the screen. By selecting one of the four available links from the drop-down list, you can view the changes made to the style in real time.