Hi Danielle,

Please check this out, hope this helps: https://feedback.zurili.com/knowledge-bases/5/articles/113-automating-messaging

Hi Janine,

Sorry that ticket was public, I didn't know how to make a private one but have learned since. Shouldn't be a problem moving forward.

Thanks,

Janno

Level 1 Support

Hi  Janine,

I needed to delete your previous reply right away because of the sensitive information being displayed.

< I think he comes up now in Zurili because he came in for an adjustment last week?

You are correct we did only have his abbreviated name in our records, but it shouldn't matter should it?

Here is another patient who doesn't come up, < xxxx xxxx > - last adjustment August 2017, phone number xxxxxxxxxx, date of birth xx/xx/xxxx - we have her full name in the records - is there something else we are missing? >

We checked the Syncrotron and there was a bug, it was a design-flaw in the Syncrotron more than a bug. A client was synced if they were created within the last 12 months or had an appointment in the last 7 days. So those were created ages ago, but with more recent appointments were missed. That is now fixed and the update released. To apply, please restart the Syncrotron and accept the update.

It will find and offer the update, you will need to accept it. When it finishes resyncing, you can check for the missing client in Zurili and advise.

Let me know how it went.

Thanks,

Janno

Level 1 Support

Hi Janine,

For your scenario, those settings are correct. That should give you what you want. Let me know if you need any further help refining this.

Thanks,

Janno :)

Level 1 Support

Hi Janine,

Is this the one you're looking for: https://app.zurili.com/clients/5a84afdc3021cb46ec733d80 ?

It seems you only have his abbreviated name in your records.

We have a great article on how to Find a client

Thanks,

:) Janno

Zurili | Level 1 Support

Hi Janine,

I don't know how you have your call forwarding configured. Can you tell me if you're using Scenario 1 or Scenario 2 as described in What calls to forward?

Also, maybe tell me what the outcome is that you're particularly looking for from using the Concierge? i.e. do you want them to take just the 'money calls' or all calls?

:) Janno

Level 1 Support

Hi Janine, 

That should be no problem.

In the Appointment Template (AT) there is a booking script used by the concierge everytime they book with that AT. If you include the requirement that they arrive 15min early in there, the concierge will say it. 

There is also a Online-Booking Script in the AT where you can say the same thing that will be shown to the Client at the end of their online-booking wizard. 

Finally, if you really want to make sure, you can create an automation to send a SMS confirming this requirement.

You can see info on all the options of and AT here: Appointment Templates. If you want to know more about automations, see: Automating Messaging

Thanks,

Janno

Level 1 Support

Hi Janine,

I think he hasn't synced because he has been inactive for too long. The Syncrotron only goes back 12 months for inactive patients. You can see all the sync limitations here:

Syncrotron - What get's synced?

Thanks,

Janno

Level 1 Support