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Quick Actions

Perform actions more easily without leaving the screen

ezConnect Quick Actions

Quick Actions in ezConnect allow you to have a consistent chat experience without switching between ezConnect and the appointment book.

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You can easily send reminders, modify bookings, edit guest profiles, share invoices, and make notes using Quick Actions, all from within ezConnect.

Here are the actions you can perform with Quick Actions:

Quick Actions in Appointments:

For an upcoming appointment, you can:

  • Reschedule the appointment

  • Send a reminder

  • Cancel the appointment

Reschedule the appointment

You can now reschedule the appointment within a few clicks.

  1. Go to upcoming appointments

  2. Click on Reschedule

    Front-desk_Staff_Tasks_10.png

  3. Select the desired date and time

    Front-desk_Staff_Tasks_11.png

  4. Click on Confirm & Reschedule

    Send a reminder:

    Reduce no-shows by sending last-minute reminders to the guests about their upcoming appointments.

    Front-desk_Staff_Tasks_12.png

    Cancel the appointment:

    If a guest requests a cancellation, you can specify the appropriate reason and cancel the appointment from the same screen.

    Front-desk_Staff_Tasks_13.png
    Front-desk_Staff_Tasks_14.png

For a past appointment, you can:

  • Rebook appointment

  • Send invoice over email

  • Download invoice

    Front-desk_Staff_Tasks_15.png

    Rebook appointment:

    Guests frequently contact the front desk to reschedule an appointment. To reschedule the appointment, you had to go back to the appointment book.

    You can now simplify the procedure with a single click, thanks to quick actions.

    1. Click on Rebook

    2. Select the desired date and time for rebooking

    3. Click on Confirm & Book

      Front-desk_Staff_Tasks_16.png

      Send Invoice:

      If guests request bills for previous sessions, you can send them via email right away.

      Front-desk_Staff_Tasks_17.png

      Upon clicking "Send Invoice", the invoice will be sent to the guest over email.

      Download Invoice:

      If you wish to send the invoice to the guest by WhatsApp or text, you can download and attach the invoice.

      Front-desk_Staff_Tasks_18.png

      Please note that this feature will work only if your ezConnect has MMS capability.

Quick Actions - Add notes

You can now add, categorize, and view important information under notes within ezConnect itself.

  1. Go to Notes

  2. Click on Add notes

  3. Select the Category and Add notes

    Front-desk_Staff_Tasks_19.png

  4. You can find the added notes on the right side of the screen

    Front-desk_Staff_Tasks_20.png

Quick Actions - Edit Profiles

You can edit a guest profile directly within ezConnect rather than going to the Zenoti guest profile section.

You can make the following changes to a guest profile by editing them in ezConnect:

  • Name

  • Phone Number

  • Email

  1. Click on the Edit icon

    Front-desk_Staff_Tasks_21.png

  2. Update the details

    Front-desk_Staff_Tasks_22.png

  3. Click on Save

Note:

1. To send messages via WhatsApp, you must enable WhatsApp as a messaging channel for your organization.

2. Sending reminder messages via SMS requires your organization to have sufficient SMS credits.

For more information on how to best use Quick Actions to save your staff time, check out our blog post.

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