CTL Confirm-IT - Manual (Page 19)

Additional Features
Confirm-IT User’s Guide
15
At the time your system administrator set up the names and types of Services your
company performs, it was determined whether the service is a conventional appointment
reminder or a Range Appointment or Date Appointment type.
Range Appointment – For all Confirm-IT applications except Personal Care, the
service related Range Appointment is included and allows an appointment reminder
message to specify a start and end time range. As an example, if a “range appointment”
was entered in the calendar between 8 A.M. and 11:30 A.M., the reminder message
would specify this time range.
There is a new prompt that must be recorded using PCGUI with a
microphone or the TUI.
Example: “This is a reminder that our service person will be at your home on
[date] between [start time] and [end time]. Please contact our office at 555-
1212 to reschedule.”
To utilize the Range Appointment feature, Range must be selected from the Service Type
pull down menu in the Services Manager menu.
Figure 12 “Range” and “Date” Reminder Call Types
Date Appointment – For appointment reminders that do not have a specific time of
day associated with them, the Date Appointment reminder feature can be used. Even
though an appointment for this service is entered in the calendar in a certain time block,
the reminder message to the customer will only specify the date of the appointment.
Creating a Date Appointment type service is the same as Range Appointment (Fig 10).
Furnace Cleaning 2 hours Range $150.00
Furnace Cleaning
2 Hours
To create a Range Appointment service,
select “Range” from the Service Call Type.
To create a Date Appointment service,
select “Date” from the Service call Type.