Appointment Schedule
Book appointments in a snap! Maximize your shop capacity and profitability.
The Appointment Schedule gives users insight into the shop schedule in real time. This gives Service BDC users the ability to easily view available time slots, view how many hours and appointments are currently booked for any date and time, as well as better manage shop capacity. The Appointment Schedule can be customized to mirror the shop setup in your DMS to book more effectively, dispersing waiters to avoid over booking and improve the customer experience.
Booking Appointments
Appt Sched
The appointment schedule displays default store/branch for the user logged in
To change the store/branch, click the correlating drop down. If clicked, the appointment schedule quickly updates to the selection.
The Appt Sched will also default to the last "Type Filter" used.
From the Appointment Schedule, our integrated dealerships can double click any available time slot to book an appointment for the customer file in view on the Profile tab. The current customer's name will be displayed in the top right of the screen, in front of the date.
Integrated dealerships can also edit any appointment by right clicking on any appt block and choosing "Edit".
Delete an appointment by right clicking on the appt time slot and select "Delete Appt".
View Appt Details by right clicking on appt time slot and select "View Details", a popup will display with the details of the appointment. Details are also visible when you choose "Edit". (available for non-integrated as well)
Click any service in the "Operations" list on the left side of the screen to view all corresponding appts that contain opcodes within that group, view by Hours or Count.
Legend will give a breakdown based on the transportation type used on the appt to display how many Waiters, Drop Off's etc., are booked in on the selected day. These colors can also be customized in Transportation Configuration.