Appointments
Appointments Overview
Last Updated: 10 November 2026The Appointments page: every booking with its status, service, provider, customer and vehicle, plus filters, import and export.
Add New Appointment | Create Appointment
Last Updated: 10 November 2026Book a customer in: choose the customer and vehicle, the service and extras, then a date, time and provider.
View Appointment Details
Last Updated: 10 November 2026Everything about one appointment on a single page: status, schedule, logistics, notes, messages, customer, vehicle and documents.
Edit Appointment
Last Updated: 10 November 2026Change an appointment’s customer, vehicle, service, extras, date, time or provider.
Change, Update Appointment Status
Last Updated: 10 November 2026Mark an appointment as Booked, Confirmed, In workshop, Finished, Cancelled and more.
Review Unconfirmed Appointments
Last Updated: 10 November 2026Check new bookings, move them to the right provider, day and time, then confirm them and notify the customer.
Send Appointment Reminder / Notification to Customer
Last Updated: 10 November 2026Email or text an appointment reminder or confirmation to the customer, with the appointment PDF attached.
Create Job Card, Quote or Invoice from an Appointment
Last Updated: 10 November 2026Turn an appointment into a job card, quote or invoice with the customer, vehicle and services already filled in.
Delete Appointment
Last Updated: 10 November 2026Remove an appointment you no longer need, or cancel it to keep a record.
Appointments in the Calendar
Last Updated: 10 November 2026See appointments on the Calendar by provider, open them from there and move them to another time.
Bays & Providers
Last Updated: 10 November 2026Set up the bays, ramps or people that appointments are booked with, and their working hours, breaks and holidays.
Services
Last Updated: 10 November 2026Create the services customers can book, with duration, price, VAT, booking rules, options and invoice lines.
Service Extras / Add-ons
Last Updated: 10 November 2026Offer extras such as a pre-MOT check or bulb replacement that customers can add to a booking.
Courtesy Vehicles
Last Updated: 10 November 2026Add the courtesy cars you lend to customers while their vehicle is in the workshop.
Booking Forms
Last Updated: 10 November 2026Set up your online booking forms, preview them and add them to your website.
Appointment Settings
Last Updated: 10 November 2026Turn online booking on or off, prevent overbooking and choose what is copied into documents created from appointments.