How to Add Tip Link

This explains how to add a tip link to customer notifications for completed cleanings, both in email and SMS templates.

Step 1: Access Branch Settings

• Go to your Branch Settings in the cleaning software.

Step 2: Open Notifications

• Navigate to Notifications and locate the “Clean is Complete” template.

Step 3: Insert Tip Link in SMS

• In the SMS section, type your message for when the cleaning is complete.

• Click Insert Link to add the tip URL at the desired location in your message.

Step 4: Insert Tip Link in Email

• Switch to the Email section of the template.

• Click Insert Link to add the same tip URL in your email message.

Step 5: Save Changes

• After adding the links to both SMS and email, click Save at the top of the page.

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Notes: Common Mistakes to Avoid

• ⚠️ Forgetting to Save: Always click Save after editing templates, or your link won’t be applied.

• ⚠️ Inserting Link in Wrong Section: Ensure the link is added in both SMS and Email sections if you use both notification types.

• ⚠️ Incorrect URL: Double-check the tip URL before inserting to ensure it directs customers correctly.