Setting up the appointment

The appointment setup pages are shown if the user has:

Added a new customer.
Selected to create a new appointment.
Selected to edit an existing appointment.
Selected to edit an appointment from within the appointment on the Day or Week views.
Selected an appointment from the List view or Search view.

Note: If editing an appointment in override status and you do not have override authority, you will only be able to view the information. No changes will be possible.

The appointment usually opens to the Client & Vehicle tab, with current information displayed.

Note: Click at the top left at any time to:

Cancel completion of the appointment.
Return the user to the view from which they selected to edit (Day view, Week view or List view).

There are five tabs across the top:

Client & Vehicle for reviewing guest and vehicle information.
History for reviewing the history of the vehicle.
Services for adding and reviewing concerns, scheduled, unscheduled and recommended services.
Time & Advisor for setting and reviewing the appointment time and Service Advisor. It is also for reviewing shop load for the selected day.
Summary for reviewing appointment details and totals.

Note: If editing a missed appointment in order to reschedule it, the following restriction should be noted: Each Dealer Administrator will have set a maximum elapsed time for rescheduling (the default being 48 hours). If this time has passed, only the History and Summary tabs will appear and the appointment cannot be rescheduled. If the time has not passed, all tabs will be available and a new time can be selected on the Time & Advisor tab.