Introduction

Welcome to Appointment Manager!

Appointment Manager gives dealerships a powerful tool for creating and maintaining appointments, along with a dashboard for monitoring the status of appointments throughout the day.

 

Following are the links to the other wiADVISOR Online Help Guides:

Service Dashboard and DMPI Help Guide

wiADVISOR Dashboard Help Guide

Technician Inspection Help Guide

Customer Connect Help Guide

 

Please contact Client Support at 1-855-942-3847 whenever an error or unexpected result occurs, or email support@wiadvisor.com

 

The following key features have been added:

 

For optimal performance on the desktop, please use one of the following browsers: Chrome or Microsoft Edge running Windows 10 or higher. The application opens items in additional tabs/windows. Please ensure all pop-up blockers are disabled for this site.

This application can also be run on an iPad 9.7" using iOS11 or higher with Safari or Chrome, or a Microsoft Surface Go or Surface Pro model 5 or higher with Microsoft Edge or Chrome.

Always clear your browser cache from the beginning of time after a new release or system upgrade:

  1. Close all browser windows.
  2. Clear the browser cache:
    • Google Chrome: Open the browser menu ('...' in the top right corner) and select Settings. Scroll down and select Advanced. Scroll down to Privacy and security and select Clear browsing data. Under Basic, select a Time Range of All time from the drop-down list and check all the types of browser information e.g. Cookies and site data. Click "Clear data" then close the Settings tab.
    • Google Chrome (on Android): Open the browser menu ('...' in the top right corner) and select History. At the top of the page, select Clear browsing data. Under Basic, select a Time Range of All time from the drop-down list and check all the types of browser information e.g. Cookies and site data. Click "Clear data". Ensure dealer-fx.com is selected then click "Clear".
    • Safari (on an iPad): Open the device Settings and select Safari. Scroll down and select Clear History and Website Data. Confirm to clear history and data.
    • Microsoft Edge: Open the browser menu ('...' in the top right corner) then select History or Settings. Click "Clear History" or "Choose what to clear". Select items related to browsing history and data e.g. Cached data and files. Select Always clear this when I close the browser. Click "Clear" to clear the cache.