How to set up scheduled sales-summary texts
In this guide: SendSet aup location'sscheduled sales-summary notifications, also called SMS alerts, text alerts, sales summaryalerts, toor scheduled sales messages, for selected phone numbers at scheduled times.numbers.
Steps
- Open Settings > Text Alert Settings.
- In Recipients and schedule, enter a valid phone number and select Add.
- Add a second recipient if needed. A location can have up to two recipients.
- Select an alert time and add it.
- Add a second time if needed. A location can send scheduled summaries at up to two times each day.
- Choose which sales-summary values should appear in the message.
- Select Save Text Alert Settings.
- Send a test alert when available to confirm delivery.
What scheduled summaries do
At the selected times, RepairNest POS sends a snapshot of the sales values chosen for that location. Daily Target event alerts are configured separately.
Tips
- Use phone numbers that can receive text messages.
- Confirm the location and time zone before choosing alert times.
- Keep recipients limited to people who should see business-performance information.