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

How to manage Appointment Types

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