Available Contact Methods
Contact methods let you save your customers’ preferred way to receive notifications. Pavilion will remind you to call or message the correct number and use it for automated emails and text messages (SMS) when enabled.
Pavilion allows you to choose from these contact options:
Customer’s Phone – available for calls and text messages
Customer’s Other Phone – available for calls only
Spouse’s Phone – available for calls and text messages
Spouse’s Other Phone – available for calls only
Customer’s Email
Spouse’s Email
Customer’s Other Email
Spouse’s Other Email
Note: text message (SMS) notifications can only be sent to the customer’s Primary Phone or spouse’s Primary Phone.
Managing the Default Contact Methods for Customers
Selecting Default Contact Methods on a Customer Record
1. Open the Customer record page.
2. Enter the customer’s contact information: Email, Phone, Other Email, Other Phone.
Click Save.
3. Scroll down to the Default Contact Methods section at the bottom of the page.
Note: By default, a customer’s primary email and phone are used as contact methods. If Pavilion Messaging is enabled, the primary phone defaults to SMS; otherwise, it defaults to Call.
4. Choose which contact methods should be used by default for this customer notifications.
For example, if you want to notify the customer through their Other Email address, click the checkbox next to Other Email.
5. The changes will be automatically saved.
⚠️ Updating the Default Contact Methods on a customer record will not change any Orders that already exist. Orders created before the update will continue to use the contact methods that were originally set at the time of creation.
Overriding Contact Methods for Customer Orders
You can override Contact Methods for a specific order. This lets you choose a different phone number or email address if needed for that order only.
When a new order is created, Order's Contact Methods are automatically pre-filled from the Customer record.
1. Create an order (Job or Special Order) for a customer with selected contact methods.
2. Scroll down to the Contact Methods section at the bottom of the order page. Select the preferred Contact Methods for that order.
Notifying Customers When Orders Are Ready for Pickup
You will be prompted to notify a customer when their order is ready for pickup. You can call the customer using their saved preferences or update the contact methods before sending automated email and SMS notifications.
1. Open the Job or Special Order record.
2. Click the Ready for Pickup button.
3. Select the preferred contact methods for that order in the Ready for Pickup window.
4. Click Mark as Ready.
5. If selected, Email and/or Text (SMS) notifications will be sent to the selected contact methods.
⚠️ If you select a phone number that is not valid, the system will display an error, and the notification will not be sent until a valid number is provided for a Customer.