Dashboard & floor
Book an appointment
Put a customer on the calendar, pick the vehicle and time, and leave a note for the tech. Booked slots show on the schedule so the front desk isn't double-booking a bay.
Appointments keep the schedule in one place instead of on the counter calendar.
- Open Appointments from the rail and click Book Appointment.
- Pick the customer and vehicle. New customer? Add them inline without leaving the form.
- Set the date and time.
- Leave a note for the tech. The field reads "Anything the tech should know before the customer arrives." Use it for the concern, the drop-off plan, whatever matters.
- Save. It lands on the schedule for the whole shop to see.
Appointments come with the plan, so every shop gets a real calendar.
See the feature