Record if a customer wants MOT reminders

GarageActive only sends MOT reminders to customers you've recorded as agreeing to them, so ask each customer and record their answer.

The three choices

• Agreed: the customer said yes. They can get MOT reminders once your garage has them switched on.
• Declined: the customer said no. They don't get MOT reminders.
• Not Asked: you haven't asked yet. They don't get MOT reminders. This is where every new customer starts.

Steps

1. Ask the customer: "Happy for us to email you a reminder when your MOT's due?"
2. Open the customer, or open the add or edit box.
3. Under MOT reminder emails, choose Agreed or Declined.
4. Choose Save changes on the customer's page, or Save customer in the box.

Good to know

• Not Asked never counts as a yes.
• Every reminder has an unsubscribe link. If a customer uses it, their choice changes to Declined for you.
• If a customer changes their mind, change their choice here.
• This choice only affects MOT reminders. Booking confirmation emails and invoices you email aren't affected by it, because they're about work the customer asked for.

Related

• MOT reminder emails
• When a customer unsubscribes