Skip to content
English
Login to Steer
  • There are no suggestions because the search field is empty.

How to Claim & Use The AutoOps Booking Tool in Steer

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 

 

Note: Only shops on the following shop management systems are eligible to start using the AutoOps booking tool as part of their Steer subscription. 

  • Tekmetric

  • Shopware

  • Protractor

  • Napa Tracs Enterprise

  • Mitchell 1

  • RO Writer

If you're on another shop management system, we are diligently working on expanding our integrations. We'll let you know when AutoOps becomes available for your shop management system.


Not using AutoOps? Get it for FREE if you have an active Steer subscription.

  1. Login to Steer
  2. Click Settings > Integrations
  3. Click Scheduling
  4. Click Yes, I’m Interested, and that's it!


 

     

    Already using AutoOps?

    Let our team of experts help you integrate your existing AutoOps booking tool in Steer. Contact our team at help@steer.io to set up your integration, or chat with us via our Support Chat in Steer.

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


    What are the benefits of the Steer <> AutoOps integration?

    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 the AutoOps booking tool:

    • 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 <> AutoOps integration work?

    Once your AutoOps booking tool has been integrated, Steer will direct your customers to your AutoOps booking experience for appointment scheduling. Keep reading to see where to find your booking tool in Steer, and 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 sin 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 will show your booking tool 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 booking tool.

    Reserve with Google

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

    Customer Communication Best Practices

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

    If you still see the Steer Scheduler, or the AutoOps booking tool is not loading (you see only the outer borders, but no content inside), reach out to help@steer.io or initiate a live chat for assistance.

     

    Important Notes

    • You can't modify settings related to the AutoOps widget via Steer. Availability settings will be locked. Please login to AutoOps to edit your availability settings. 
    • Reserve with Google will be disabled in Steer. Please login to AutoOps to turn it on.