Online service scheduling

Online scheduling puts a SCHEDULE SERVICE button on your website's service page. Customers choose a rooftop, describe their unit, pick services and book one of the times your shop can actually take. The same availability rules apply as in the console, so they cannot book a time when you are closed, full or short of a qualified technician.

Before you start #

• Finish the service setup: business hours and at least one service type marked Bookable online.
• Turn on Customers can book online in Service & parts › Service settings (or in the last step of the setup wizard). This is per rooftop.
• You need service.settings.manage to change these settings.

What customers see #

While online scheduling is on, your website's /service page is the service department page. It replaces your website's own "Service" page.

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1. SCHEDULE SERVICE starts the booking.
2. Check repair status lets a customer look up a repair order with the status code printed on it.
3. Services you can book online, with prices if you chose to show them.

Below that, each rooftop shows its service hours, phone, a map and a Schedule at button.

How a customer books #

1. They select SCHEDULE SERVICE and choose a location (only when you have several rooftops).
2. Your vehicle: type, year, make and model, or the VIN.
3. Services: one or more of the services you offer online.
4. Describe the problem: optional notes, up to 3 photos, one document (for example a recall letter) and a video link (YouTube, Vimeo, Facebook or Instagram). Files are private to your service team.
5. While we work: wait while serviced, drop off, pickup / delivery or mobile service, depending on what you allow.
6. Date and time: only dates with open time are listed, and only times you can actually take are shown.
7. Your contact details: name, email, an optional mobile number and a checkbox to receive texts about this appointment.
8. Confirm: a summary, then Book my appointment.

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1. Steps: Vehicle, Services, Details, Drop-off, Date & time, Contact, Confirm.
2. Services: tick one or more.
3. Back / Next: each step is checked before moving on.

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1. Date: only days with free time.
2. Times: every time shown can be booked.

After the booking #

• The customer gets a confirmation email with a confirmation number and a private link. Texts go only to customers who ticked the text checkbox, and only when the rooftop has Text confirmations turned on.
• The appointment appears on the service calendar and the Service dashboard with the status Requested. Appointments your staff book start as Confirmed.
• With the private link the customer can see the details, Move my appointment or Cancel my appointment, until the cutoff you set (Online changes close (hours before)). You can switch customer changes off.

Tips #

• Show prices for simple jobs such as oil changes (Price on the website: show the price, or "starting at").
• Write short public descriptions for each service type. They appear on the service page and in the scheduler.
• Add confirmation instructions such as "Please bring your keys and any wheel locks."
• Your website's service request form keeps working and shows a Pick a time online button while scheduling is on.

Permissions #

Limitations #