With Orderry, you can keep your clients updated via SMS and Email notifications.

Notifications for clients are notifications / reminders you can use to inform your clients on current Order status (or, for example, when their device is ready for pickup), and can be triggered at the event in Orders and Leads. The full setup is on the “Settings > Notifications” page.

Note: Notifications for clients at the event in Orders have location-based settings and are configured individually.

How to create and set up notifications (Orders)

Follow these steps to set up Notifications for clients at the event in Orders

Step One. Go to the “Settings > Notifications > Orders” page, select a location (if you have multiple ones), and press “+ Notification” in a corresponding section (“For clients”).

Step Two. Make a selection from a dropdown list to set the trigger event.

Choose one of the following events in Orders as the trigger event:

  • Order created. A client is notified at the event of the Order creation, when you press “Create” and, therefore, create a new Order profile in the system.

  • Order status changed. A client is getting notifications at every event of Order status update (all statuses).

  • Order status changed to. A client is notified only at the event of a selected status update. After choosing this option, you will get a dropdown list with available Order statuses to select from.

  • Schedule time has changed. A client is getting notifications at every event of Order time and date update, when the “Scheduled for” field in the Order profile is updated.

For example, a client has a booking with you on April 7 at 13:00 and later on is calling you back to have it rescheduled on April 8 at 14:00. Once the Order time and date are updated and changes saved, a client is going to receive an automated notification with a new date and time, generated with a selected notification template.

Step Three. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (“Agrees to receive SMS” or “Agrees to receive Email”).

Step Four. Check the “Delayed sending” checkbox if needed. Set a delay time to automatically send a notification upon expiration.

For instance, you can automatically collect feedback from clients by sending a delayed SMS in 1 hour after closing a corresponding Order.

Step Five. Check the “Send notification during working hours” checkbox to send notifications only during the working hours you can set in location settings.

Step Six. Select an existing notification template or create a new one. Press “Create”.

Follow these steps to set up Reminders for clients at the upcoming event in Orders:

Step One. Go to the “Settings > Notifications > Orders” page, select a location (if you have multiple ones), and press “+ Reminder” in a corresponding section (“For clients)”.

Note: Reminders work only when the Order profile has a preset date and time in the “Scheduled for” field. The “Scheduled for” box belongs to a system field that may be shown / hidden based on the type of Order and Order form settings.

Step Two. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (“Agrees to receive SMS” or “Agrees to receive Email”).

Step 3. Set how much time before recording, you need to send a reminder to the client. The value can be set in minutes, hours or days.

Step Four. Select a template or create a new one. Press “Save”.

Done! A new reminder for your client is set and will be displayed in the Order event feed. Here you may also find notifications for clients.

How to create and set up notifications (Leads)

Step One. Go to the “Settings > Notifications > Leads” page, then press “+ Notification” in a corresponding section (“For clients)”.

Step Two. Set one of the following events in Leads as the trigger event to send notifications for clients:

  • Lead created. A client is notified at the event of the Lead creation when you press “Create” to create a new Lead.

  • Lead status changed to. A client is notified only at the event of a selected Lead status update. After choosing this option, you will get a dropdown list with available Lead statuses to select from.

Step Three. Make a selection between SMS or Email (works when the Client profile has a phone number or email address in contact details).

Note: Make sure to have a corresponding checkbox checked (“Agrees to receive SMS” or “Agrees to receive Email”).

Step Four. Check the “Delayed sending” checkbox if needed. Set a delay time to automatically send a message upon expiration.

Step Five. Select a notification template or create a new one. Press “Create”.

Done! A new notification for your client at the event in Leads has been successfully created.

How to edit or delete Notifications / Reminders for clients

Go to the “Settings > Notifications” page, find a corresponding notification, and double click to edit, then change what you need and press “Save”. To remove a notification / reminder from the system, press the delete button.

Select multiple notifications, then you can make bulk actions, remove all selected notifications at once, change template, change sending method or copy them to other locations.

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