Add notes to customer emails and texts
Put customer-facing notes on the appointment and they go out with your scheduled, en route and arrived messages.
▶ Watch: Add notes to customer emails and texts (31 s)
Steps
- Open the appointment and fill in Notes for customer (for example, a changed gate code).
- Use the row menu to send Send email, Text: scheduled, Text: en-route or Text: arrived.
- The note is included in the message. Private notes stay private.
Questions? Email help@poolofficemanager.com or call 614-710-0074.