With RemOnline, you can keep your clients updated via SMS and Email notifications.

Notifications for clients are notifications / reminders you can use to inform your clients on current Work Order status (or, for example, when their device is ready for pickup), and can be triggered at the event in Work Orders, Inquiries and Bookings. The full setup is on the Settings > External notifications page.

Note: Notification templates are company-wide and can be used in any location.

Step 1. Go to the page “Settings > External notifications > Work Orders” and click the “+ Notification” button.

Step 2. Choose one of the following events in Work Orders as the trigger event.

Work order created. A client is notified at the event of the Work Order creation, when you press Create button.

Work order status changed. A client is getting notifications at every event of Work Order status update (all statuses).

Work order status changed to. A client is notified only at the event of a selected status update. After choosing this option, you will get a dropdown list with available Work Order statuses to select from.

Schedule time has changed. A client is getting notifications at every event when the Scheduled for field in the Work Order profile is updated.

For example, a client has a booking with you on April 7 at 13:00 and later on is calling you back to have it rescheduled on April 8 at 14:00. Once the Scheduled time and date are updated and changes saved, a client is going to receive an automated notification with a new date and time, generated with a selected notification template.

Step 3. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).

When selecting the “Email” delivery method, you can choose the email address from which notifications will be sent — from the RemOnline address (gateway@remonline.app), or, if you have Gmail integration enabled, from one of the Gmail addresses connected in the integration, provided that you have access to them. If you do not have any Gmail addresses connected, you can go to the setup page directly from the selection window.

Step 4. Check the Delayed sending checkbox if needed. Set a delay time to automatically send a notification upon expiration.

For instance, you can automatically collect feedback from clients by sending a delayed SMS in 1 hour after closing a Work Order.

Step 5. Check the Send notification during working hours checkbox to send notifications only during the working hours you can set in location settings.

Step 6. Select an existing notification template or create a new one.

Step 7. Select the location where you want to send this notification. You can select all or specific locations.

Step 8. Click the Save button.

Step 1. Go to the page “Settings > External notifications > Work Orders” and click the “+ Reminder” button.

Note: Reminders work only when the Work Order profile has a preset date and time in the Scheduled for field. The Scheduled for box belongs to a system field that may be shown / hidden based on the work order type and work order form settings.

Step 2. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).

When selecting the “Email” delivery method, you can choose the email address from which notifications will be sent — from the RemOnline address (gateway@remonline.app), or, if you have Gmail integration enabled, from one of the Gmail addresses connected in the integration, provided that you have access to them. If you do not have any Gmail addresses connected, you can go to the setup page directly from the selection window.

Step 3. Set how much time before scheduling time, you need to send a reminder to the client. The value can be set in minutes, hours or days.

Step 4. Select a template or create a new one.

Step 5. Select the location where you want to send this notification. You can select all or specific locations.

Step 6. Click the Save button.

Done! A new reminder for your client is set and will be displayed in the Work Order event feed. Here you may also find notifications for clients.

Step 1. Go to the page “Settings > External notifications > Inquiries” and click the “+ Notification” button.

Step 2. Choose one of the following events in Inquiries as the trigger event.

Inquiry created. A client is notified at the event of the Inquiry creation when you press Create button.

Inquiry status changed to. A client is notified only at the event of a selected Inquiry status update. After choosing this option, you will get a dropdown list with available Inquiry statuses to select from.

Step 3. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (SMS or Agrees to receive Email).

When selecting the “Email” delivery method, you can choose the email address from which notifications will be sent — from the RemOnline address (gateway@remonline.app), or, if you have Gmail integration enabled, from one of the Gmail addresses connected in the integration, provided that you have access to them. If you do not have any Gmail addresses connected, you can go to the setup page directly from the selection window.

Step 4. Check the Delayed sending checkbox if needed. Set a delay time to automatically send a message upon expiration.

Step 5. Select a notification template or create a new one. Press Create.

Done! A new notification for your client at the event in Inquiries has been successfully created.

Step 1. Go to the “Settings > External notifications > Bookings” page and click the “+ Notification” button.

Step 2. Select the event after which you want to send notifications.

Booking created — notifications will be sent when the booking is created, i.e. after clicking the “Create” button.

Status changed — notifications will be sent each time the status of the booking changes (all statuses).

Booking status changed to — you can set up notifications linked to a specific status. On the right, you can select the desired status.

Booking time has changed — notifications are sent after each time change in the “Date and time” field in the booking.

For example, a client booked an appointment with you for May 10 at 1:00 p.m., but then called and rescheduled the booking for May 12 at 2:00 p.m. After you change the booking time and save the changes, the client will receive a notification with the new booking time according to the specified template.

Step 3. Select how to send notifications — via SMS or email (if this information is specified in the client's profile).

Important: to send notifications, the “SMS” or “Agree to receive email” checkbox must be selected in the client's profile.

When selecting the “Email” delivery method, you can choose the email address from which notifications will be sent — from the RemOnline address (gateway@remonline.app), or, if you have Gmail integration enabled, from one of the Gmail addresses connected in the integration, provided that you have access to them. If you do not have any Gmail addresses connected, you can go to the connection page directly from the selection window.

Step 4. If necessary, select the “Delayed sending” checkbox. Sending such a message will be delayed for the specified time.

For example, an SMS with a rating from a client can be sent one hour after the booking has taken place.

Step 5. If necessary, check the “Send notifications during working hours” checkbox, which allows you to send notifications only during the business hours specified in the location settings.

Step 6. Select a template or create a new one.

Step 7. Select the location where this notification can be sent. You can select all or specific locations.

Step 8. Click the “Save” button.

Step 1. Go to the “Settings > External notifications > Bookings” page and click the “+ Reminder” button.

Step 2. Select how to send reminders: SMS or Email (if this information is specified in the contact profile).

Important: to send notifications, the “SMS” or “Agree to receive Email” checkbox must be selected in the contact profile.

When selecting the “Email” delivery method, you can choose the email address from which notifications will be sent — from the RemOnline address, or, if you have integration with Gmail enabled, from one of the Gmail addresses connected in the integration, provided that you have access to them. If you do not have any Gmail addresses connected, you can go to the connection page directly from the selection window.

Step 3. Set the time interval before the booking when you want to send a reminder to the client. The value can be set in minutes, hours, or days.

Step 4. Select a template or create a new one.

Step 5. Select the location where the notification can be sent. You can select all or specific locations.

Step 6. Click the “Save” button.

Go to the Settings > External notifications page, find a corresponding notification, and double click to edit, then change what you need and press Save. To remove a notification / reminder from the system, press the delete button.

Select multiple notifications, then you can make bulk actions, remove all selected notifications at once, change template, change sending method.