Schedule appointments

The Schedule is your shop calendar. Use it to book appointments, see how busy each day is, and turn an appointment into a repair order when the customer arrives.

Book an appointment

1. Go to Schedule and click a time slot, or click New appointment.
2. Search for the customer, or add a new one, and pick the vehicle.
3. Enter what they're coming in for, the duration, and optionally the technician or bay.
4. Save. If the time overlaps another appointment for the same technician or bay, AutoSync warns you first.

You can drag an appointment to a new time to reschedule it.

Reminders

Customers get an automatic reminder before their appointment by text or email, depending on what's on file. To send one right now, open the appointment and click Remind. The appointment shows when the last reminder went out.

When the customer arrives

Open the appointment and click Check in. AutoSync creates the repair order with the customer, vehicle and concerns already filled in, and puts it on the Job Board.

No-shows

If a customer doesn't come, mark the appointment as a no-show and pick a reason, such as "Did not show, no call". You can send the customer a follow-up message to reschedule.

Online requests

If online booking is on, requests from customers appear on the schedule as Requested. Confirm them to lock in the time. See Set up the customer portal and online booking.