How to add an Appointment

Appointments

Learn how create an appointment in Garage Invoice.

With Garage Invoice you can create all kind of appointments (MOT, service, repairs etc.)

You can schedule appointments for existing customers or new ones that are not yet added to the system.

System will automatically send email/Text Message confirmation and reminder to your customers.

Note: Text Messaging function requires Twilio account.

How to add an Appointemnt

  • Click on ‘APPOINTMENTS‘ option located on the sidebar menu (left-hand side of the screen), and select ‘Appointments‘ from sub-menu.
  • Click ‘NEW APPOINTMENT‘ button.
  • Select Appointment Type (pre-defined list can be changed in ‘Appointment Types’ menu).

    Select Contact Type

    • External if customer has not been added to Customer’s database.
      Provide Name, Reg Plate Number, Car Make and Car Model, Email and/or Telephone number in international format (+44 …).
    • Internal if customer already exist in the system.
      Select Contact from the list and Vehicle

Set Appointment Date & Time and assign appointment to appropriate staff members.

You can select required notifications (Text Message and/or Email) and set when a reminder will be sent (e.g. 60 minutes prior appointment)

Add Appointment Notes if required and click ‘SAVE’ button.

Related Documentation

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Manual Orders Learn how to create manual orders for Customer, right from the admin panel. With Garage Invoice you can create manual orders (e.g. when customer is on the phone

How to create vehicle Expense

Vehicle Expenses Learn how to create vehicle expenses that can be easily pass onto customer. With Garage Invoice you can create 2 types of vehicle expenses: Billable Expense – total

How to view Today’s and Future Appointments

Viewing Appointments Learn how to easily view scheduled appointments. With Garage Invoice you can easily view upcoming and past appointments for customers based on specific date, contact’s name or vehicle

How to add Product Categories

Product Categories Learn how to add Product Categories to your Online Shop Product Categories will help your Customers to navigate through your Shop. By grouping products to categories, your Customers

Am I going to require any training?

Unlike some other products on the market, Garage Invoice is incredibly easy-to-use. While there will always be a bit of a learning curve with any new software, we’ve gone out