Click on "Appointments".
Please Note: You can view appointments by Month, Week, Day or by Agenda (list view). Appointments can also be viewed by assigned Technician, Appointment Status, or Bay.
Click on the desired date and start time to create the appointment.
Click "Create".
Please Note: Everything within Appointment Details and Customer Info is optional. Appointments will simply save to the calendar without any such details noted. None of the fields below are required.
Customer Info:
Click "Add Customer & Vehicle" to add a customer and vehicle to the appointment.
Click "Create Ticket" to create a new ticket instantly from the appointment.
Appointment Details:
Click the Notepad icon to add "Appointment Details".
Add necessary appointment details (as desired).
Click the Green Checkmark to save.
Click the "Return to appointments" button when finished.
