How to set it up:
Just like our integration, this feature was crafted by our brilliant partners at the Edge! The goal is to enhance communication and streamline the user experience across both platforms. To set this up, please ensure you have access to your Edge server, as this process cannot be completed directly within Clientbook.
Review Setup Steps:
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In The Edge, select “Administrative” in the top left corner
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Select “System Options” from the drop-down
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Scroll down to the "Review Options" section
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Change "Review Source" to Clientbook
Repair Setup Steps:
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In The Edge, select “Administrative” in the top left corner
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Select “System Options” from the drop-down
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Scroll down to the "Notifications Options" section
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Change "SMS Service to use for Notifications" to Clientbook
How to Send a Review Request:
The following dialog will show up in The Edge when a sale qualifies for a review. Associates can choose to “Send” a review request or “Don’t Send”. To send a review request…
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Choose the phone number or email address from the list of contact methods
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Click “Send”
If a mobile number and an email address are both selected, the request will be sent to the mobile number only.
How to Send a Repair Notification:
The "Notification" popup will appear after a qualifying repair is marked as complete in the Edge. Associates can use this popup to notify the client their repair is ready for pickup.
When repair is ready for pickup:
- Make sure the "Notify" field has your client's mobile number entered
- Click Done / Undone Task
- Click OK / Save & Cose
- Confirm a small box appears in the bottom right corner of your screen confirming the message has been sent
Important factors to remember:
- Your client must exist in both the Edge and in Clientbook
- The client's phone number must be the same in Clientbook & Edge
- The client's phone number must be marked as mobile & preferred in Edge
Other Notes:
Avoiding Review Spamming:
There is a system option in The Edge that will not send another review to clients who recently received a review request. The Review Pop-up will not appear for any clients that already received a review request in the past 60 days.
Filter for Specific Transaction Types:
Admins have an option to specify the type of sales they want to send reviews for. Some retailers choose to send reviews with every sale, but most choose to filter it for Merch pickups only. That way they do not get asked to review if they are just doing a special order intake, but will get the review after they pick it up.
What store number will the review request be sent from?
Review requests will be sent from the store processing the transaction. If there is no store linked to the transaction in The Edge, then the review request will be sent from the client’s preferred store.
What associate will the review request be sent from?
The client’s assigned associate. If there is no assigned associate in The Edge, then a request will be sent from the store manager.
How do I change what the Repair message says?
This message can be updated in the Edge directly! Please see this article written and published by the Edge for reference.