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Peak Helpdesk / Template

Settle the appointment first.
Then the frustration.

With a booking issue, the customer mainly wants to know whether her appointment stands. The template says that first and suggests a concrete next slot instead of only asking for understanding.

For which request?

Change the subject. The ticket card next to it reacts instantly.

Edit all texts and details ↗Test the ticket card directly ↗
Local demo with sample data
Ticket card · previewPreview reacts instantly
Peak HelpdeskLocal demo with sample data

Your appointment on [date]

Hi [name], we had two bookings for the same slot on [date]. We are sorry. Your appointment stays if [condition]. Otherwise we suggest [new slot].

Use sample data only.

Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.

Edit your draft in detailCustomer message, details & next step
01

Your draft

Make it yours.

Additional details

Customer name, e-mail and message are always included in this demo.

JSON file for your local draft. Not an import into Peak Helpdesk.

01 / Anatomy of the reply

Subject, reply,
new slot.

The subject names the appointment. The text says what happened without shifting blame and makes a concrete suggestion with a date.

01 / The requestYour current draft

A clear subject
for the request.

Peak Helpdesk · local preview
Your appointment on [date]

Hi [name], we had two bookings for the same slot on [date]. We are sorry. Your appointment stays if [condition]. Otherwise we suggest [new slot].

Request → Details → Reply

The subject says in one line what the ticket is about. The ticket number is added in front of it later.

02 / The details
4visible details
01Customer name02E-mail03Message04Reply due
03 / The next stepText preview

And then?
A clear next step.

Create the new appointment in Peak Booking, then set the ticket to “Waiting”.

Test it in the ticket card directly above.

02 / Three issues

Same customer.
Different issue.

Double booked, missed the appointment or got no confirmation: choose the issue that is sitting in your inbox right now.

Another example replaces the current demo draft.

  • 01 / Double bookedSelected

    One appointment stays.

    Two bookings, one slot.

    Double booking

    „Your appointment on [date]“

    4 details · Reply due
  • 02 / MissedSample draft

    Missed, rescheduled.

    Reschedule without blame.

    Missed appointment

    „A new appointment after [date]“

    5 details · Phone + Reply due
  • 03 / No confirmationSample draft

    The appointment stands.

    Send the confirmation again.

    Missing confirmation

    „Confirmation for your appointment on [date]“

    5 details · Company + Reply due

03 / Move on deliberately

From issue to a new slot.

Download your draft locally or copy it. In Peak Helpdesk you write the reply in the ticket. It goes out through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.

Your request, your details and your reply — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. No reply is sent, no ticket is created, nothing is saved automatically.

Frequently asked questions

Does Peak Helpdesk move the appointment?

No. You create the new appointment in Peak Booking. The customer is the same person there as in the ticket.

How does the reply reach the customer?

From the ticket through the Gmail or Outlook account connected in Peak Chat, with your signature and the ticket number in the subject. If nothing could be sent, the ticket says so.

Can I save the template in Peak Helpdesk?

Not yet. Saved replies (macros) are planned. Today you copy the text and write the reply in the ticket.

Is anything sent in the demo?

No. Everything stays in your browser. No ticket and no e-mail is created. A file only exists if you download it yourself.

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