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Daily summary

Get a short round-up each day of bookings, cancellations, call backs and urgent calls, by text or email.

Daily summary sends you one short message a day saying what your receptionist handled, and who is still waiting for a call back. It's for the owner who doesn't want a ping for every booking but does want to know how the day went.

What it says

For example: "Bright Smiles, Tuesday 3 November: 12 calls answered. 4 bookings, 1 cancellation. 3 call backs asked for, 2 done. Still to call back (1): Sam Patel 07700 900123."

It counts calls answered, bookings and cancellations, call backs asked for and done, urgent calls, new enquiries, unhappy customers and deposits paid. Then it lists the call backs still waiting: up to 3 in a text, up to 10 (with the reason) in an email.

What you need

One of these:

• Text message: texts set up on your phone line (your Twilio details under Settings, Phone line), and a UK mobile to send to.
• Email, through Email notifications: the Email notifications plugin, switched on and set up.
• Email, from your Email plugin's mailbox: the Email plugin, switched on and set up.

An email option you don't have yet is shown, but can't be chosen.

Setting it up

1. Open Plugins, choose Daily summary and click Switch on.
2. Choose Send it by.
3. Fill in Mobile to text or Email address.
4. Choose When: 7am, covering the day before, Midday, covering the morning, 6pm, covering the day (the default) or 8pm, covering the day.
5. Choose what happens On a day with nothing new: Don't send anything, or Send a short "quiet day" note.
6. Click Save and test. You'll get today's summary so far straight away.

Cost

Free. Texts are sent from your own Twilio number and count towards your Twilio bill. Emails go through your own email service.

Privacy

The summary includes the names and phone numbers of people waiting for a call back, and in an email the reason they gave. It only goes to the mobile or address you set.

Limits

• One summary a day, to one mobile or one address.
• It only counts what happened after you switched it on.
• If you've chosen Don't send anything for quiet days, nothing is sent only when nothing new came in and nobody is waiting for a call back.
• If a summary can't be sent, it isn't tried again that day. The plugin shows Needs attention with the reason.
• A mobile that has replied STOP to your texts can't be sent the summary.

Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.