Choose what your customers get
Open Settings → Customer Emails in Thermal →
Your company can send a few emails to customers automatically. Until you pick which ones, nothing automatic goes out.
Open the step
From the Customer emails item on your setup checklist, choose Go to screen to open Choose what your customers get.
Each email is shown with the exact message a customer would receive, using your company's name.
Pick the emails
- Booking confirmation — sent when a visit is booked.
- Appointment updated — sent when a booked visit moves.
- Appointment reminder — sent the day before a visit.
- Tech on the way — sent when a technician heads to the site.
- Survey request — asks the customer to rate the visit afterwards.
Enter a Reply-to mailbox so customer replies reach your office. If it is missing, the step shows an error and saves nothing.
The first four are ticked for you on your first visit. Returning to the step shows your saved choices. The survey request is not. Untick any email you do not want, tick the ones you do, then choose Turn on customer emails. One click saves your choices and turns customer emails on.
Text messages stay off
The step only sets up email. Text messages stay off until your company has a sender and customer consent, so nothing is texted by accepting this step.
You can change any of these choices later under Settings → Notifications.