Store Specifications
Prevent overbooking shop
When Checked this option will prevent users from being able to book appointments on days where max hours and max appointments have been reached., Unless the user logged in has access to override booking limitations or the user books in the DMS.
Prevent Overflow booking
When checked this option will prevent users from being able to book in the 'OF' (Overflow) Column or book an appointment if all slots are full.
Prevent users from booking an appointment if 'No Team' is selected in the 'Book For Team' drop down
If You have teams set up when checked this option will prevent the user from booking if they have not selected a team.
Appointment Booked Email Notification
When checked a confirmation email will be sent out automatically when an appointment was booked to all customers that are turned on for email. If checked two more options will populate:
Select Default Template - allows you to choose the default template that will be automatically sent out when customer is booked.
Select Default KeyDrop Template - allows you to choose the default template that will be automatically sent out when customer is booked as a key drop.
Display Last Name First Name on Schedule
If checked the customers name will display on the appointment schedule as last name, first name. The default order is first name last name.
Show ROs on schedule
Book Appointment Using Actual Hours/Average Hours
This option push OpCode Average Hours instead of Estimated Hours. DealerMine has a setup screen for Book Appt Using Actual Hours or Average Hours. The difference between the two options: Actual Hours is the hours the user keys in the Book Appointment Form (or information that is returned from the DMS if the information isn't entered by the user); and, Average Hours is the hours that DealerMine calculates.
Users also have the ability to customize the default time (if zero).
Pulling Appts: Do not override zero hours appt line
If unchecked, we will use Actual Hours if available if not will use the Average Hours.
Turn On Round Robin
When checked the booked for will round robin the Advisors. If unchecked the booked for will default to the book by user.
Always use 'Booked By' for 'Booked For'
if checked the 'Booked for' will default to the 'Booked by' User. If an Appointment Coordinator is going to be the 'Booked By' and 'Booked For' selection, they must have a DealerMine Employee ID and a DMS ID.
Push Tech # on Appt Line
When a customer requests a certain Tech to do a service or there is a service that is performed by a certain Tech, we have the option now in Store Specifications to Push Tech # on Appt Line. When this option is checked off the appointment coordinator will see a tech drop down in the book appointment form under opcode selection.
Automatically Delete Draft Appointments from Customer's file
Allows the customization of how long a draft appointment will remain on a customers account. The default value is 14 days but can be customized to any number of days.
Use Xtime Feature
Refusal Options
Display Appt Schedule Views
This setting gives the option gives access to different appointment schedule views:
By Team
By Shop
By Skill
By Tech
Delete History on Appt Delete
This option will delete appointment history when future appointments are deleted, therefore not skewing the Show % on reports etc. The appointment must be at least one day greater than the current date to qualify to have history deleted.