Users can reserve blocks of time for your customers to come in and spend time with an assigned user. You can also specify whether an appointment is for a Repair ticket, Sales ticket, or a Trade-in ticket. If a customer decides they need to change their reservation, users can change the appointment from the Appointment List.
- Appointments: Viewing Set Appointments
- Appointments: Scheduling an Appointment
- Appointments: Changing an Appointment
- Appointments: Canceling an Appointment
- Appointment Settings Overview
- Automated Notifications
- Location Settings Overview
- Managing Holidays
Viewing the Appointment List
To find your Appointment List, use the Navigation Bar at the top of RepairQ to go to Opportunities -> Appointments.
Create and Manage Appointments
Appointments can be created from the Appointments page, found under the Opportunities menu on the Navigation Bar. Creation is quick and easy, and appointments that have already been set can easily be edited or canceled.
Appointments record the customer’s request and device information, so when the customer checks in for their appointment, creating the ticket is a quick process. A new contact record can also be created during the process of booking an appointment for targeted marketing in the future.
Notifications and Appointments
Appointment notifications are configurable and can have customized automated notifications. Manage your notifications by navigating to Settings -> Communications -> Notifications, and look for the Appointment Confirmation notification to edit.
Set Available Times
Managing your appointments is highly customizable, and the appointment calendar honors your store hours, holidays, time slot durations, concurrent appointments allowed, and more.
Set your store hours by going to Settings -> Location Settings -> Account -> Location Info.
You can manage your holidays by navigating to Settings -> Account -> Holidays.
Customize Your Settings
For other settings specific to appointments, navigate to Settings -> Appointments.
Note: An Admin or Location Admin can change these settings at a store level by going to Location Settings instead.
Appointments are broken into three settings pages: General Settings, Statuses, and Windows.