How to view all appointments and manage scheduler appointment requests

View all appointments and manage Scheduler appointment requests

Appointments > Scheduler

Scheduler is the first option under Appointments. 

View all your appointments. For appointment Requests from the Steer CRM scheduler you can:

• Accept the Appointment (green check)
• Decline the Appointment  (red X)
  
• Click to text or email the customer (green chat bubble)
• Click to change the status of an appointment (blue arrows)
• You cannot propose new times from this view. Instead, please message the customer directly to propose a new time. Then, you can then either edit the original appointment or create a new appointment. 

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Appointment Status: 

• Request Made - appointments will not sync to your shop management calendar unless you accept the appointment time
• Booked
• Finished
• Missed
• Declined: view the types of cars and amount of request being declined

Filter available by: 

• Appointment date
• Created date 
• Waiting vs Drop-Off
• Source

Appointment Source:

• Shop management system
• Campaigns
• Schedule Widget  
• Manual

Calendar

Calendar is the second option under Appointments. 

• The calendar remains continuously sync'd with your Shop Management System 
• You can toggle between a month, week or day view
• You can click any appointment for more detail 
• Appointment Reminders can be sent to any and all customers on your schedule 

Appointments> Communication

Eventually this is where configuration/settings for Appointment Notifications & Reminders will live. In the meantime a Campaign can be used to set up Appointment Reminders.