User Guide

1. Recording your outgoing voice message
2. Logging in to your account
3. Entering Debtor Details
4. Scheduling a Call
5. Stopping calls - Putting a call on hold
6. Deleting a call from your schedule


1.  Recording your outgoing message

Dial 01 4880364

When prompted, enter your Customer Number.

When prompted, enter your PIN number (N.B. this is included in your confirmation email)

At the tone record your message and press # at the end.

You can now hang up, press 1 to hear the message again or press 2 to record another message

2.  Logging into your Account

Go to www.pocketmoney.ie

Locate the login box a the top right hand corner of the screen

Enter your Customer Number

Enter your password (N.B. this is the password you selected at signup)

3.  Entering Debtor Details

Click: “Manage Debtors”

Click: “Add Debtor”

Enter the debtor's name and their phone number.
N.B.  You will need their area code without the zeros, so for example 085 3333333 would be:

Country # 353

Area # 85

Phone # 3333333

N.B.  Unless you enter it this way it won’t let you continue.

Click: “Enter”


4.  Scheduling a Call

Click on “Call Schedule”

Click: “Add Call”

Choose your Debtor – Choose your outgoing message – Choose a start time – Choose a stop time

Enter how many calls you want this debtor to receive per day

Select which days to call

Click: “Enter call schedule” WARNING: THIS WILL GO LIVE IMMEDIATELY

You will return to the call schedule and the status will be “LIVE”

 

5.  Stopping calls - Putting a call on hold

Click: “Call Schedule”

Click: “Edit” beside the call

Click: “Put on hold”

Click: “Place on hold” WARNING: YOU MUST CONFIRM BY CLICKING “PLACE ON HOLD”

You will return to the call schedule and the status will be “HOLD”.  Calls will no longer be made.


6.  Deleting a call from your schedule

Click: “Call Schedule”

Click: “Edit” beside the call

Click: “Delete”

Click: “Yes - Delete”
You will return to the call schedule and the call should be gone.
 

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