Setup Customer App Account

The Setup Customer App Account feature allows you to set up your customers with a login and password for the Customer version of the Claims Scheduler phone app.

• • From the Customer Details
  • Click on the orange Setup Customer App Account button located in the top left corner of the screen
  • A popup box will appear asking ‘Are you sure you want to setup this Location/Customer?’.
    • Click on Yes.
  • Another popup will appear asking which Text and Email you would like to send to the Customer.
    • From the dropdown lists, select the Text Reminder and Email Reminder you want to send the insured. If you haven’t created you own, you can use the template texts and emails preloaded into the Claims Scheduler
  • After you have successfully setup the Customer App Account, the Setup Customer App Account button will disappear from the Details page.