In this FAQ, we will cover the following topics:
3. Initiate an SMS Conversation
1. Configure SMS Settings
To send SMS messages and receive replies, you must complete the Communications settings. From the main menu on the left side of the application, click on Communications > Configurations > Configurations.
Enter the email address and phone number to be used by GEM-CAR to receive customer SMS replies, and add a signature. Click on Save.
2. Obtain Client's Consent
Before initiating an SMS conversation with a customer, the customer must have previously authorized this type of communication. In the Point of Sale, you can edit the client's profile by clicking the blue pencil icon next to the Client name.
In the Info tab, find the menu SMS. Choose Yes or No (depending on the client's response). Click on Save.
Note: If you choose to send an SMS message without verifying this information, the SMS authorization will automatically be set to "Yes" regardless of the option that was previously selected.
3. Initiate an SMS Conversation
Initiate the conversation from the Point of Sale by clicking on the button programmed for this purpose and located to the right of the customer's name.
The same button can be found on the Time Control interface, also to the right of the client's name.
Compose a personalized message or choose a preconfigured SMS template. Click on Send.
GEM-CAR allows you to receive your client's reply. You can continue the conversation with the client directly from the chat option located in the menu in the top right corner of the Dashboard screen.
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