How to Claim & Use Your AutoOps Scheduler in Steer

We're excited to announce a powerful new chapter for Steer and AutoOps! We're combining the industry's leading CRM platform with the best online scheduling tool to create the most comprehensive solution for auto shops.

Since day one, both of our companies have been dedicated to creating products that help auto shops provide the best service experience for their customers. We're confident that with Steer and AutoOps coming together, we'll over deliver on that promise.

We're currently working on a unified login experience for your convenience. Until that is ready, please continue using your individual AutoOps and Steer logins.

 

Jump To:

Claim My AutoOps Scheduler 

Integrate My AutoOps Scheduler with Steer 

What are the benefits of Steer x AutoOps?

How does the Steer x AutoOps Integration Work?

Important Notes 

 

Not using AutoOps currently? Claim Your Scheduler!

Follow these steps to claim the AutoOps Scheduler now included with your Steer subscription at no additional cost. 

1. Login to Steer. 
2. Settings > Integrations. 
3. Scheduling.

 

1. Click Yes, I’m Interested and fill out the AutoOps Onboarding Questionnaire. This form allows our product experts to get to know your shop and ensure your scheduler is customized to your liking.

Relax and let us take care of it from here. Our team will be in touch as soon as your AutoOps Scheduler is ready for deployment and your Steer integration is complete!

Already using the AutoOps Scheduler?

Let our team of experts help you integrate your existing AutoOps scheduler into Steer. Contact our Customer Success team to set up your AutoOps and Steer integration:

Email help@steercrm.com

Or, Chat with us via our Support Chat in Steer.

            Click the ? in the lower right corner to start a chat with our team. 

We will be in contact as soon as your Steer + AutoOps integration is complete!

What are the benefits of the Steer x AutoOps Integration?

When using both Steer and AutoOps Scheduler, customers benefit from a seamless integration that combines the strengths of both platforms for a streamlined appointment and lead management experience.

Benefits of Switching to AutoOps Scheduler:

• Efficiency: Automated decision trees streamline operations by adjusting questions based on service selection, saving time and improving service accuracy.
• Advanced Availability Settings: Customize scheduling with detailed service-based availability to prevent overbooking. Easily restrict services by vehicle age, integrate with calendars, and guide customers post-booking.
• Capture Abandoned Leads: Recapture missed opportunities by targeting customers who started but didn’t complete their appointment booking.
• Deferred Services Upsell: Easily prompt customers to add previously declined services to their upcoming visit. With just a single click, customers can add hundreds to their repair orders.

Expert Tracking: Includes QR code and UTM creation for campaign tracking, and lead management.

How does the Steer X AutoOps Integration Work?

Once your AutoOps Scheduler has been integrated to Steer, Steer will direct your customers to your AutoOps Scheduler for appointment scheduling. Read below to see where all your AutoOps Scheduler appears in Steer along with best practices for customer communication. 

Vehicle Profile:

1. Go to any Customer Profile > select a Vehicle > click the Public Vehicle Profile Link > Open in a new browser window (or simply copy and paste the URL).
2. Click the Request Appointment button.
3. Steer will open your AutoOps scheduler in the pop-up view.

Direct Scheduling:

1. Go to Shop Settings > General > Appointment URL.
2. Click Open in a new browser window (or simply copy and paste the URL).
3. The system should show you your AutoOps scheduler within Steer's scheduler frame (your shop details and phone at the top).

Campaigns:

1. Create a campaign or pick from pre-existing campaigns which includes a "Request Appointment"  button or link.
2. Open the campaign preview.
3. Select Send Test.
4. Select customer and a vehicle you would like to impersonate.
5. Send test to your email or phone number.
6. Click the  the link and see the AutoOps scheduler.

Reserve with Google:

The Book Now button or your Google My Business Listing will also direct your customers to your AutoOps Scheduler. 

Customer Communication Best Practices:

Steer Integration: After an appointment is reflected in Steer, users can manage communication and appointment messaging directly within Steer.

• Two-Way Communication: AutoOps does not yet support two-way communication, For effective customer interactions:

  • Turn OFF AutoOps Appointment Notifications: Disable appointment notifications in AutoOps to prevent redundant alerts. Keep receipt confirmations on. 

  • Use Steer for Notifications: Enable and utilize Steer’s appointment notifications and templates. This allows messages to be sent from the Steer number, with customers able to respond, cancel, or reschedule directly through Steer.

  • Limitations of AutoOps: AutoOps notifications are no-reply and do not support customer responses.

  • Later in the fall we will enable an integration where all AutoOps texts send via Steer enabling 2-way communication and consolidating all messaging in one place. 

Integrating AutoOps Scheduler with Steer provides a comprehensive solution for appointment scheduling, lead management, and customer communication. Proper setup and configuration within AutoOps, combined with effective use of Steer’s messaging features, ensure a smooth and responsive experience for both customers and users.

If you still see the Steer Scheduler, but not AutoOps

If you still see the Steer Scheduler there OR the AutoOps is not loading (you see only the outer borders, but no content inside):

• Reach out to help@steercrm.com or initiate a live chat for assistance.

Important notes:

• You can not modify settings related to the AutoOps widget via Steer. Availability settings will be locked. Please login to AutoOps to control your availability settings there. 
• Reserve with Google will be disabled in Steer. Please go to AutoOps to turn on Reserve with Google there.