This guide will walk you through the process of setting up and customising your messaging features within Workshop, including enabling SMS and editing message templates.
Steps:
Navigate to the Messaging Section: On the left-hand menu of your Workshop by bikebook system, locate and click on "Messaging." This will take you to the main messaging configuration area.
Enable SMS Messaging (Optional):
Within the "Overview" section, you will see an option labeled "Set-Up SMS."
Click on this option or toggle the associated switch if you wish to enable sending messages via SMS (text message) to your customers.
Follow the on-screen prompts or instructions that may appear to complete the SMS setup, such as agreeing to terms or providing necessary information.
Access Message Templates: In the "Messaging" section, find and click on "Message templates." This will display a list of the automated messages that your system can send to customers at various stages of the service process.
Edit Message Templates: For each message template listed, you will have options to customise its content and delivery method.
Select a Template: Click on the specific message template you want to edit (e.g., "Booking Confirmation," "Parts Approval Request," "Bike Ready Notification").
Customise Design and Content: Within the template editor, you will typically have tools to modify:
Design: This might allow you to add your logo, change colours, or adjust the overall appearance of the message, especially for emails.
Content: You can edit the text of the message. Be sure to use clear and concise language. The system also allows you to use placeholders (e.g.,
[Customer Name],[Booking Date]) that will automatically populate with the relevant information.
Choose Delivery Method: For each message template, you will have options to specify how it should be sent:
Email: The message will be sent to the customer's email address.
SMS: The message will be sent as a text message to the customer's mobile phone number (if SMS is enabled).
Both: The message will be sent via both email and SMS.
Save Changes: After making your desired edits to the design, content, and delivery method, be sure to click the "Save" button to store your changes to the template.
Review and Prioritise SMS Usage: As noted, it's generally recommended to reserve SMS messaging for critical and time-sensitive updates that require immediate attention. These might include:
Booking Confirmation: Letting the customer know their appointment is confirmed.
Parts Approval: Requesting the customer's approval for necessary parts.
Bike Ready Notification: Informing the customer that their bike is ready for collection.
Less urgent updates or more detailed information can typically be communicated effectively via email.