Customer Messages – Addon

Each message or communication is attached to a booking by the client. You can only start a conversation from an existing booking and not via the customer directly. With customer messaging enable you can see new messages via: The Dashboard Editing a Booking Customer Dashboard When the Customer Messages Addon is installed an extra option […]

Notifications – SMS Templates

SMS Templates are used by Twilio to send the initial appointment creation information. Usually a shorter message with some basic details of the service being booked. The SMS is sent as soon as a new appointment has been created.

LatePoint Notifications – Issues

There are a few issues in the way WordPress sends emails and you may need to make some adjustments in order for emails/sms to send at the correct times. New bookings confirmation are sent straight away and do not require any special configurations. Status change notifications and reminders are sent using the WordPress. As such […]

Notifications – Email Templates

Agents and Customers can be configure to receive Emails based on certain conditions with a simple tick applied. Emails are triggered by four different events in LatePoint. Confirmations Status Changes New Chat Messages (addon) Password Reset Requests This could be any status which has been configured as the Default Appointment Status. The creation of the […]

Notifications – Reminders Addon

Adding a reminder is done by simpy pressing the Add reminder button Each reminder has the following information that can be configured: Reminder Name Email or SMS To Cusomter or Agent Length of time Time in Days or Hours Before of After appointment date. Email Subject Message to send Most of the settings are self-explanatory […]

Notifications – Settings

Communication via SMS and E-mails are possible using the notification setup within LatePoint. There are options to send confirmations when a booking is placed or changing status such as pending approval to approved. There is an additional Reminders-Addon which can also send a before or after appointment message to the customer. The Notification configuration is […]

Timezone Selector – Add On

Once the Timezone add-on has been install and activated you need to configure the option to appear for the customer. This is done from the menu: Enable the Show Timezone Selector with the tick box. When placing a booking the customer will have a choice of which timezone they are booking from. This will be […]

LatePoint Zoom Meetings – Addon API Configuration In order to link LatePoint to Zoom you need to configure the Zoom Account and API details first. Connect/Login to the Zoom Marketplace and create an app. From the choice of app types, select JWT and start configuring your details. 2. Once you are at the Second step you will need to […]

Document Upload for Customers

Document Upload area for the Customers Dashboard Add a document storage section to your LatePoint customers giving you the option to allow: Customers to upload documents. Sending documents to customer area. Multiple File Operations(Edit, delete, upload, download, copy and paste files and folders etc.) Email Notifications(Email notifications for Edit, upload, download etc.) Max Uploaded File […]

Hide Hours already booked

When customers use the booking form all the time slots are presented showing the customer the whole booking day. This includes already booked time slots but in a different color which are unselectable. By hiding a particular class you can remove the displayed “In Use” blocks from showing. This is done by adding the following […]