TRIPS Web - Organisation Settings - Booking Reminder Notification
Overview
Booking reminders allow for your organisation to send out an automatic phone/text notification to all your client’s that are schedule to a vehicle the day before at a set time. This will alert the client about the details of their upcoming booking.
Setting up Booking Reminder Notification
How to Find Booking Notification
Step 1 - Once you are logged into TRIPS with the right user permissions, navigate to your account name and click on “Organisation Settings”
Step 2 - Navigate to the “Notification Settings” > “Manage Notification Settings”
This is where you will find the full customisation to manage your booking reminder notification.
Managing Booking Reminder Notification
Step 1 - Click on the edit function. This will allow you to open up the customisation page where you will manage the booking reminder notification. NOTE: This set up is normally done by a TRIPS Onboarding Specialist during the project setup.
Step 2 - Customise the booking reminder notification settings using the factors mentioned below:
“Send on” Setting
This setting allows you to choose from 2 options:
- The Day Before - Notifications will be sent out the day before client transport no matter if it is a weekend. Example: Notifications for Monday’s transport will be sent on Sunday.
- The Business Day Before - Notifications will be sent out the business day before client transport. Example: Notifications for Monday’s transport will be sent on Friday.
“Send at” Setting
This setting will allow you to set an exact time of the day to send out the booking notification reminder. IMPORTANT: Please make sure the time that is set will be after all of your allocations are complete to ensure all clients receive their notification.
Reminder text
You can customise the notification message that will go to your clients by simply typing out the message in this box, and by using the placeholders in the “insert placeholder” dropdown. By using the placeholders this will allow for that specific data to be extracted correctly from TRIPS.
IMPORTANT: Please make sure you use the placeholders from the dropdown list rather than just typing the placeholder. If you type the placeholder, the linked information from TRIPS will not be sent.
Aggregate Bookings
By toggling off “aggregate bookings”, the booking notification will include details for the first stop of a booking only. If “aggregate bookings” is toggled on, the booking notification will include details for all stops of a booking.
Activating Booking Reminder Notifications
To activate the booking reminder notification, the client has to opt in to receive the booking reminder notification. This is done through their profile individually or by TRIPS team running a script to turn on this notification for all clients (scripting is only done by request and has certain turnaround times in place).
The booking reminder notification can be delivered by 3 different methods: Email, Text Message or Phone Call (with automated voice message).
