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.