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.
Within an Estimate
Select Schedule on the right-side panel from within an estimate.
Customer Page
Select Schedule Appointment from within the customer’s 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.
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:
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.
Make edits to the dates and times of the drop-off and pick-up.
Recurring Appointments
Select the repeat checkbox to make this appointment recurring. Check out our help article Reurring Appointments to learn more.
Additional Appointment Information
Select Appointment Color
Organize your appointments by color in the way that works best for your shop.
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.
Order Details
Add customer and vehicle information, select the corresponding work order, and add appointment notes.
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.
Related Articles
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!