I don’t bother with the confirm box very often.
The bit you’ve missed though is the printer icon. On the next day’s work onvthe planner, hover the mouse pointer until you get your little icons at the top of that day. From memory I think there’s a curvy arrow to shift work, a printer icon, a trash bin & a little green ‘+’ icon to add extra jobs. You just want to click the printer icon. On the next screen in the first dropdown that says ’show’, you want to select ‘jobs to be confirmed’. Click ‘refresh’ over to the right slightly. This will filter the ones you need to text. They should be are the inly jobs showing now. Click ’message customers’ then ‘use template’. Select your chosen template you’ve created beforehand & apply it. Then click ‘send selected.
Phew...now breathe!
Oh my god yes there you go haha so easy once you're told properly. And there was me getting really anxious about asking because I know it's bloody easy I just don't know how to do it!
thank you so much mate I really appreciate it.. I've been using a spreadsheet for a very long time in fact when I was using it it was considered pretty much high-tech lol compared to The Notebook and Pen!
I'm assuming that you set your notifications a few days in advance in the same method over the print icon so for example three days in advance and in case you can't make it I guess you cancel those messages.
Can you send two lots of messages one lot 1 night before at 7 p.m. and the next lot on the day at 7 in the morning?
Also regarding sending debt messages I'm assuming that is on the customer tab filtered by debt?
Thx alot!