Add New Appointment | Create New Appointment

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).
   
2. Select Appointments sub-menu, and click New Appointment button.
   
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.
   

   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).
   
2. Select Appointments sub-menu, and click New Appointment button.
   
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.
   

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