Sending booking details to customers In this video (2:30) we will cover the following topics- Booking detail email templates Setting up the template using TBN default email templates Creating your own template Sending details to a customer Send ...
Using Customer Groups Automated emails which is a core feature of customer groups is an add-on to your standard SalesDriver or OpsDriver account. This can be added to your account by your TBN representative. For additional information about monthly ...
Customer Portal Basics In this video we will cover the following topics- Inviting customers to the customer portal What customers can see and do on the portal Customers making payments in the portal
Generating refunds via customer credits In this video we will cover the following topics- Creating a customer credit for an overpayment. usig negative customer credits once the payment is refunded (in the credit card system or via check). How the ...