Add New Appointment | Create New Appointment

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New Appointment – Vehicle Overview Screen

Please follow this guide: Add New Appointment | Create New Appointment

 

New Appointment – Existing Customer

  1. Click Appointments menu located on the sidebar menu (left-hand side of the screen).
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  2. Select Appointments sub-menu, and click New Appointment button.
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  3. Select Appointment Date & Time and appointment type.
    From Customer dropdown, select Existing Customer, select Contact and Vehicle from the list.
    You can assign appointment to Staff Member(s), choose notification reminder type (email and/or text message), adjust automated notification reminder time (e.g. 30 minutes before), and optionally provide a note visible only to Staff Members.
    Click Save button.
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    Note: To create appointemnt types (e.g. MOT, Service, Air Con etc.), please follow this guide: Appointment Types | Add New Appointment Type

New Appointment – External Customer

  1. Click Appointments menu located on the sidebar menu (left-hand side of the screen).
    1 Dashboard 1024X497 1
  2. Select Appointments sub-menu, and click New Appointment button.
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  3. Select Appointment Date & Time and appointment type.
    From Customer dropdown, select External option.
    Enter Customer’s Name, Reg Plate, Vehicle Make & Model. Enter customer’s email address and telephone number.
    You can assign appointment to Staff Member(s), choose notification reminder type (email and/or text message), adjust automated notification reminder time (e.g. 30 minutes before), and optionally provide a note visible only to Staff Members.
    Click Save button.
    2 Garage Invoice 1024X497 1

    Note: To create appointemnt types (e.g. MOT, Service, Air Con etc.), please follow this guide: Appointment Types | Add New Appointment Type

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