Curbside Administration and Configuration Guide

Sangoma’s Curbside application allows businesses to offer streamlined, convenient, and safe customer service experiences using SMS text & web-based communications to facilitate curbside pickup services.

 

The Curbside app is a seat based application. Each seat is assigned a Text Messaging number. The Text Messaging number can be a number that you already have or a new number that is provided with each seat. If you want to use a number that you already have, the Sangoma team must be notified in order to register the number. A Text Messaging number can only have 1 configuration.

The Sangoma team will:

1. Will assign a separate Text Messaging Number to each seat purchased.

1. Will work with your partner to obtain the Business Voice portal User ID of the person in your company who will be the location’s Curbside app administrator.

1. Once the administrator has been entitled to administer the Curbside app they will receive a welcome email with links to this guide and other help information.

1. To open the Curbside application Click Here.

1. Login using your Sangoma Business Voice portal credentials.

1. Select Curbside in the Applications panel on the left side.

To add a new Configuration

1. Select the Configurations option in the Workspaces panel on the left side.

1. Click the    + Configuration   button at the top right Corner of the Configurations page.

1. Create the desired configuration using the Configuration Instructions below.

1. Click the      Save    button at the bottom of the form to save your changes.

Known Issue: Only one configuration per text messaging phone number. If you create multiple configs with the same number the app will not respond to an incoming SMS message. If you want to create a new configuration but also want to keep the old one as a backup, replace the SMS number with a fake or non sms number.

To edit an existing Configuration:

1. Select the Configurations option in the Workspaces panel on the left side.

1. From the list of configurations, hover over the configuration to be edited and Click on the Pencil/Edit icon that appears on the far right side of the row.

1. Make the desired configuration changes based on the Configuration Instructions below.

1. Click the    Save    button at the bottom of the form to save your changes.

To delete an existing Configuration:

1. Select the Configurations option in the Workspaces panel on the left side.

1. From the list of configurations, hover over the configuration to be deleted and Click on the Trash Can icon that appears on the far right side of the row.

1. Click Yes in the Pop-up screen to confirm the deletion.

1. Click Cancel in the Pop-up screen to cancel the deletion.

Note: Required fields are denoted with a red *.

In this section, enter the company and location information to be presented to the customer.

1. Name * - Enter the location name to be presented to the customer in the check in form. This will also be used as the name of the configuration.

1. Company Name * - Enter your formal company name. This will be displayed at the bottom of the check in form the customer will use. If a Terms of Use URL and/or Privacy Policy URL is provided, this will be displayed in front of the URL.

1. Address * - Enter the location address to be presented to the customer in the check in form.

1. Phone Number * - Enter the number that the customer can call if they need assistance and it will be presented to the customer in the check in form.

1. SMS Number * - Enter the Text Messaging number that has been assigned to the location's/Seat license. The customer will send a text to this number to start the check in process. Note: This number can exist in only one configuration at a time.

1. Terms of Use URL - If provided, the entered URL will be included in the Check In form.

1. Privacy Policy URL - If provided, the entered URL will be included in the Check In form.

1. Logo - Upload the Logo to be presented at the top of the Check In form. The maximum image file size is 1GB.

In this section, define the hours that the curbside service is open for business and the data to be collected from the customer via the check in form.

1. Timezone Offset *
   1. Select the Standard time or Daylight Savings time for the Curbside location. Note: This information will need to be updated if and when the location’s time changes due to daylight savings time.
   1.  

1. Hours of Operations *
   1. Create an entry for each day of the week that the location supports Curbside service.
   1. To Add an additional day with hours, click the   + Hour   button and select from the following options:
      1. Day * - Select a day of the week that the location is open (Sun, Mon, Tue, Wed, Thu, Fri, Sat)
      1. Open Time * - Enter the time the location will start accepting Curbside check-ins. (Time format is hh:mm am or hh:mm pm)
      1. Close Time * - Enter the time the location will stop accepting Curbside check-ins. (Time format is hh:mm pm or hh:mm am)
      1. Add Button - Adds or Updates the current entry. You must Save the entire configuration to permanently save the entries. To save the entire configuration,click the    Save    button at the bottom of the page.
      1. Cancel Button - Cancels the current entry.
   1. To Edit an Hours of Operations entry, Click the Pencil/Edit Icon on the left of the desired Hours of Operations.
   1. To Delete a Hours of Operations, Click the Trash Can Icon on the left of the desired Hours of Operations.

1. Check in Form Fields * - This section allows you to specify what information you want to gather from the customer via the check-in form. A maximum of 10 fields are allowed.
   1. To Add a field into the Check In form, click the   + Field   button.
      1. Name * - Enter a name that explains what information you want to gather from the customer.
      1. Type * - Enter what type of data is allowed to be entered.
         1. Text
         1. Yes/No
         1. Color
         1. Vehicle Type
         1. Phone Number
         1. Paragraph
      1. Required * - Select Yes or No if you want the field to be required before submission.
      1. Default - If desired, enter a default response for the field. It might be good to enter a default response, as it may provide an example of what type of information you are looking for. The user can then just edit the sentence for any specific information they need to supply.
   1. Add Button - Adds or Updates the current entry. You must Save the entire configuration to permanently save the entries. To save the entire configuration,click the    Save        button at the bottom of the page.
   1. Cancel Button - Cancels the current entry.
   1. To Edit a Field, Click the Pencil/Edit Icon on the left of the desired Form Field.
   1. To Delete a Field, Click the Trash Can Icon in on the left of the desired Form Field.

1. Confirmation Message * - This is the message that the customer checking in will receive automatically after they submit the Check In form.

1. Additional Message - Any additional you want to include in the Automatic check in response message.

1. Not Available Message - This is the message a customer will receive if they attempt to check in during non-business hours.

In this section, define what responses and related message to the customer that the staff can use to respond to a check in.

1. Additional Message - This message is displayed in the form used by the staff to respond to a check in. This is an optional field that can be used to provide instruction or information to the staff member responding to a check in.

1. Options * - In this section you define a set of buttons the staff member will use in response to the Check In form.
   1. It is required that you have more than 1 response button defined.
   1. A Maximum of 5 buttons can be configured.

1. To Add a Response button, click the   + Button   button.

1. Button Name * - Enter the name of the button

1. Customer Message - Enter the message that will be sent to the customer (Example: We are on our way out.)
   1. If you want to have a response that doesn’t send a notice to the customer, leave the message blank and no message will be sent.

1. Completion * - (True/False)
   1. If set to No the system is expecting an additional response to be submitted and therefore the check in will remain in the Active list..
   1. If set to Yes the process is considered complete and the check in will be moved from that Active list list to the History list.
   1. It is required that one of the button’s Completion fields be set to Yes, before you can save the configuration.
   1. Examples:

Button Name	Customer Message	Completion
Running Behind	We will update you shortly.	No
Heading Out	We are on our way out.	Yes

1. Add Button - Adds or Updates the current entry so another entry can be added, changed or deleted. You must Save the entire configuration to permanently save the entries. To save the entire configuration, click the    Save    button at the bottom of the page.

1. Cancel Button - Cancels the current entry.

1. To Edit a Response button, Click the Pencil/Edit Icon on the left of the desired Response button.

1. To Delete a Response button, Click the Trash Can Icon in on the left of the desired Response button.

In this section, define which staff members are to be notified when a check in form is received.

1. People - In this section you define the staff member(s) who will be notified when a check in form is submitted. You can add up to 20 people. Optionally you can make the staff member active or not.
   1. To Add a person, click the   + Person   button.
      1. Name * - Enter the Staff Member’s Name.
      1. Email/Phone * - Enter the Staff Members email or text enabled phone number.
      1. Active (Yes/No) * - Select True or False.
         1. If set to Yes, the staff member will receive a notification when a check in form is received.
         1. If set to No, the staff member will not receive any check in notifications.
      1. Add Button - Adds or Updates the current entry so another entry can be added, changed or deleted. You must Save the entire configuration to permanently save the entries. To save the entire configuration,click the    Save    button at the bottom of the page.
      1. Cancel Button - Cancels the current entry.
   1. To Edit a Person, Click the Pencil/Edit Icon on the left of the desired Person.
   1. To Delete a Person, Click the Trash Can Icon in on the left of the desired Person.

The last step in the creating or editing a configuration is to Save the entire configuration. You must complete all required entries before saving the configuration. You must save the configuration or previous entries will be lost.