Administrator Guides
Campaigns Overview
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OktoRocket Scheduler Overview
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📅 How to Add the Scheduler Widget to Your WordPress Site (Elementor)
Follow these simple steps to add the DC Bookings Scheduler Widget to your WordPress site using Elementor. ✅ What You’ll Need: A WordPress website with Elementor installed. Access to the Elementor > Custom Code section. Your DC Bookings domain and ...
DC Connect: Background App Refresh
? Why Background App Refresh Matters for DC Connect To ensure you never miss a call and your device stays reliably connected to the DC Connect system, Background App Refresh must be enabled. When this feature is disabled, the DC Connect app can't ...
Call Quality Troubleshooting
No one likes dealing with call quality issues, but the faster we can pinpoint the cause, the quicker we can resolve the problem. Follow these steps to help us diagnose and address your issue effectively. 1. Use the Call Quality Report Button If you ...
Integrating Online Scheduler Custom Events with Google Tag Manager
Our online scheduler triggers the following custom GTM events: dc-service-scheduler-hit: Indicates a user has interacted with the scheduler. dc-service-option: Captures the service option selected. dc-service-wait_or_drop: Tracks user decision on ...
Resetting Inspection in DC
How To Reset Your Inspection This guide provides a straightforward process for resetting your inspection. By following the simple steps outlined, you can efficiently manage your inspection settings without confusion. Following this process will also ...
Custom Advisor IQ Call Scoring Instructions
Additional instructions for the Advisor IQ AI can be added here, under Settings > Communication > Call Preferences. You will need to word them like you are explaining to a person what you would like, for example: "If the phrase 'you suck' is used ...
Mitchell 1 Historical Import
By default the DC Connector syncs over repair orders that are open. The connector can also be used to import historical information using the steps below. Open the DC Connector and navigate to the "Audit Menu" and click on reconcile. On the Reconcile ...
Force Closing an RO
This process can be used to close out any RO's that lose sync with the management system, or get "stuck" in DC. 1. Open the stuck RO 2. First try clicking this refresh button to resync with Protractor. 3. If that doesn't work you'll need to go to the ...
Welcome to DC - New Customer Onboarding Timeline
We are thrilled to be working with you and your business! DC offers essential services to streamline your operations, and we're here to make the transition smooth and efficient. Below is an outline of the onboarding process with each step and the ...
How To Configure Tekmetric Link Sharing Text Messages
These messages are configured per site. So you will need to navigate to the site settings page for your specific site, under the Sites tab on the left. 1. Click "RO Settings" 2. Click "Automated Text Messages" 3. The Canned messages for the Tekmetric ...
Holiday Calendar Configurations
Setting up a Holiday Schedule This guide provides essential instructions for configuring holiday settings in Digital Concierge, ensuring your automated messaging and call responses align with holiday periods. What happens during a holiday period? ...
Configuring The DC Scheduler
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Personal Voicemail
There are 2 parts to setting up individual voicemails. First they need to be enabled in the user profile. Then the recording needs to be set. Open the profile menu from the top right: And scroll down to the bottom and click record. Once the recording ...
How to block time slots from the online scheduler
This guide provides a straightforward method for effectively managing your online schedule by blocking specific time slots. It offers step-by-step instructions that simplify the process, ensuring that you can easily prevent bookings during designated ...
Enabling Google Analytics Measurement ID (GA4)
1. Click "Sites" 2. Click Site Name 3. Click "Pixels" 4. Click "Google" 5. Click the "G Tag / Measurement Id" field. 6. Enter your Measurement ID The current custom events that digitalconcierge fires are: Scheduler Hit This fires when a customer hits ...
Getting Started Videos
How To Turn ON/OFF Automated Text Replies
Automated Text Replies are an efficient way to get back to your customers quickly. It lets the customer know their message has been received and gives them reassurance they will be tended to. Automated Text Replies are turned ON by default. Here is ...
DC Connect+
DC Connect+ is a mobile app enabling access to calls, text, voicemail and notifications while on the go. This guide highlights the login process and the various features of the app. Your shop must be on our latest voice infrastructure to use the ...
Managing User Notifications
This guide provides a straightforward process for managing user notifications within the digital concierge platform, ensuring efficient communication and user engagement. By following the easy steps outlined, users can quickly update notification ...
Close for staff training and meetings
This guide provides a step-by-step process for setting up a "Staff Training" closure in a digital concierge system, ensuring that staff meetings and training sessions are effectively communicated to customers. By following these instructions, users ...
Updating your Google Customer Reviews in DC
Navigating to your Google Review Integrations Tab It's important to keep your Google review count, rating, and review description up to date within Digital Concierge. Here are the steps you can take to update within DC. Sites To get started, log into ...
Managing Shop Contacts and Numbers
Navigating to your Contact Details Within your Contact Details, you will be able to view and/or edit all the relevant info about your Site. This will include your address, general company email, phone numbers, social media, and other useful ...
Email to Task
Many shops have forms on their websites to capture leads. You can now turn these leads into DC tasks. To do this. simply have the forms emailed to DC. Each site has a specially formatted email address. ...
DC Relay - Chrome Extension
DC Relay provides the ability to click to SMS and Call directly from Tekmetric. The latest version can be downloaded from the Chrome Web Store. Once installed go to the Options page for the Chrome extension: Complete the options form: For the domain ...
Scheduler Integration
Scheduler for a Single Site on a Single Page Code snippets are found in the Scheduler Edit modal and are already populated with the site Id of you site you select in step 2 Choose the site that you will want to implement the Scheduler for Click the ...
VoIP Network Requirements
Purpose Application Protocol Domain / IP Address Destination Ports Media RTP/SRTP proxy.d14e.io UDP: 16384 - 32768 Signaling SIP proxy.d14e.io UDP: 5060 Signaling Secured SIP/TLS proxy.d14e.io TCP: 5061 Directory Services HTTPS *.digitalconcierge.io ...
Adding SMS Options to Call Routing
DC supports text message responses in call routing menus. To enable this feature you will need to edit the call route and add an option to Send SMS. Below is an example of a simple closed menu setup that will allow a customer to leave a voicemail, or ...
Network Speed Test
Provided by OpenSpeedtest.com
Bria Client Download
Bria Enterprise is the softphone available for DC customers. You must be provisioned in order to use the client. If you are reinstalling the client, DC Support may need to clear your old phone/computer from the license in order to proceed. Download ...
How to configure label printers
OktoRocket can print key tag and oil tags to Zebra printers using the Zebra Browser Print application. We recommend the Zebra GK420D. We always recommend connecting these printers to your network vs using USB. Before attempting to print labels from ...
Wallboard Configuration
The DC Wallboard is powered by a micro-computer (MC). Follow these steps to set up a new wallboard. Connect the mc's HDMI port to your display. Connect a USB keyboard and mouse to the MC. Plug the mc into power. After the MC powers up the DC ...
System Alerts and Reports
Digital Concierge can generate automated SMS and Email alerts. Name Type Description Interval Connector SMS If the DC connector for RO Writer or Mitchell 1 goes offline an alert will be generated Every 5 minutes during business hours New Tasks SMS If ...
Protractor Status Mapping
The following table outlines how the Status is mapped between DC and Protractor. DC Protractor Scheduled Scheduled Work Checked In Unassigned Inspecting Inspection In Progress Estimating Inspection Complete Customer Review Estimate Complete Approved ...
Managing Audio Prompts
This guide offers a straightforward process for managing audio prompts. It provides step-by-step instructions that simplify the tasks of uploading, recording, and editing audio prompts. 1. From the site settings Click "Prompts" 2. Professionally ...
Moving Numbers to Digital Concierge
To move an existing number to DC, fill out the attached letter of authorization form and return it with a copy of your latest phone bill. Once submitting the porting process takes roughly 7-10 business days. Voice and SMS services will be moved to DC ...
Google Review Link Creation
Google Place ID: The first step in creating a review link is to find your business's Google Place ID. This google website can be used for this. Enter the name and full address for your business. The place ID will be displayed on the map. Copy the ...
Call Routing
Digital Concierge can be used to handle incoming calls to your business. This article provides details on the various configuration options available. There are two primary methods of call routing, Direct and Time of Day Routing (ToD). Direct routing ...
Employee/User Management
This article highlights how to add users to DC. Depending on the modules your company uses along with your shop management system, these steps will differ. Adding the user to DC Log into DC as an administrator. Click on Users in the left navigation. ...
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