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Schedule Appointments
Schedule Appointments

Schedule appointments on the calendar page, from within an estimate, or directly from the customer’s information

Ashley Bennett avatar
Written by Ashley Bennett
Updated over 2 months ago

Schedule New Appointments

Take a look at the different ways to schedule appointments to maximize your workflow efficiency.

Calendar Page

Select + New Appointment from the Calendar Page.

Schedule appointment from the Calendar Page

Within an Estimate

Select Schedule on the right-side panel from within an estimate.

Schedule appointment from within an estimate

Customer Page

Select Schedule Appointment from within the customer’s page.

Schedule appointment from a Customer Page

New Appointment Information

Add key information and settings on each scheduled appointment.

Select Date & Time

Set the date and time of the appointment in two different ways:

  • Select from the dropdown on the left side of the menu

  • Click and drag in the schedule view on the right side of the menu.

Whichever option you prefer, changes made by one view will be reflected in both views.

Select the date and time of a new appointment

Pro-Tip: The schedule view on the right side of the appointment menu provides a visual of other appointments already booked on that day to maximize your shop workflow and avoid under- or over-booking.

Multi-Day Appointment for Drop-Off and Pick-Up

To create a multi-day appointment with a drop-off and pick-up time, follow these steps:

  1. Set the pick-up time. Please Note: You must select a time that is earlier than the scheduled drop-off time in order to have the option to select a different date for the pick-up.

  2. Make edits to the dates and times of the drop-off and pick-up.

create a multi day appointment

Additional Appointment Information

Select Appointment Color

Organize your appointments by color in the way that works best for your shop.

Color code appointments on your calendar

Pro-Tip: Many shops use colors to organize by service type, customer type, or other important differentiators important to their shop.

Assign a Technician

Assign a technician to your appointment directly from the appointment menu.

Assign a technician to an appointment

Order Details

Add customer and vehicle information, select the corresponding work order, and add appointment notes.

Add order details to an appointment

Appointment Confirmation & Reminders

Select Reminders to manage appointment confirmations and reminders sent to your customer. Check out our help article Appointment Confirmation & Reminders to learn more.


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