This type of template is designed to send a message to a client after a time period you specify, provided that the client’s appointment has been marked as “Client Arrived” in the Altegio appointment log. Before generating and sending the notification, the system checks the date and time of the visit, the notification type settings, and how much time has elapsed since the end of the visit. This type of template can be used to invite customers to return for another visit or to send recommendations after a service has been provided.
The main requirement is that the visit must be marked as “Client Arrived.” The status must be changed no later than the notification generation interval.
For example, if a review request is sent in one hour and the visit ended at 11:00, the status must be changed by 11:59. If you change the status at 12:00 or later, the notification will not be generated and will not be sent to the customer. To avoid errors in generating review request notifications, it is recommended to change the status well in advance. The minimum time after a visit is 1 hour.
You can find these types of templates in the “Settings” → “Message Templates” → “Altegio” → “Message after the visit” section
In this section, you can either create a new template by clicking the blue “Create Template” button or edit an existing one by clicking the pencil icon in the “Actions” column.
Clicking either of these buttons will open the template editing mode.
General Information
"Enter the name of the template" – Enter the template name in this field. For your convenience, we recommend choosing a name that indicates which event the template applies to (for example, "Post-Visit Message").
""Channel" – in this field, you select the channel on which the template will run. If set to "Default," the template will run across a channel cascade (read more about channel cascades in this article).
"Morning Notification" and "Evening Notification" define the time limits for this template’s operation; the "Morning Notification" field specifies the start time, and the "Evening Notification" field specifies the end time. If you leave these fields blank, the template will use the time settings from the corresponding fields in “Settings” → “General Settings”
“Frequency of sending messages” – lets you choose how often the template will be sent to a single client.
"How many hours after the visit to send a message" – a required option that determines when the template is sent after the visit.
"Fixed send hour (0-23)" – the post-visit message template will be sent at the specified time. If the appointment time is later than this setting, the message will be sent the following day.