NextGear Message Settings in Account Management

Things To Note

• Wildcards automatically populate a customer’s information.

How To

1. Log into your Account Management Portal, Click here for steps to log in or log in directly to NextGear by going to nextgearshop.com

2. In Settings, click Messaging under the NextGear heading

3. Appointment Reminders

   1. Appointment reminders are available in NextGear. When enabled, your shop will automatically send reminders to all scheduled customers 7 days before their appointment, using the “Appointment Reminder” message template.

4. Appointment Reminder Template

   1. If Appointment Reminders are enabled, this is the message customers receive 7 days before their appointment.

      1. Wildcards are used to automatically input customer information

         1. For Example: The wildcard "[Vehicle]" will input that specific customer's vehicle Year, Make, and Model into that part of the text message.

5. Text To Pay Template

   1. The Text to Pay template lets you customize the pre-built message that appears in chat when you send a Text to Pay link to a customer. This message will always include the link for the customer to pay their invoice online.

6. Review Request Template

   1. The Review Request template lets you edit the message sent to customers asking them to leave a review for your shop. This message is sent 24 hours after their inspection has been closed.

7. Share Inspection Template

   1. The Share Inspection template is the message sent to customers with a link to their digital vehicle inspection results. The link to view their results is automatically added to the end of the pre-built message.

8. Click the check mark in the blue circle at the bottom right corner of the page to save the changes made.