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Appointments Calendar
Using Shop Manager in the ALLDATA mobile app

Appointments Calendar

NOTE - Some features and functions in this article are only accessible at certain Shop Manager subscription levels.

Feature / Function
Shop Manager Pro
Shop Manager
Estimator
Appointments Calendar

 

Add Customers to the Appointments Calendar to keep track of incoming work

appointments calendar

 

Setup

  • Click Calendar >> Appointment Preferences.
click calendar then appointment preferences

Appointments & Hours

Operating Hours
  1. Click the the toggle buttons to enable the days that your shop will be open and available to take appointments.
    toggle days of operation
  2. Select the open and close times from the dropdowns for each day your shop will be open.
    update operating hours
  3. Click Apply to save any changes.
Holidays & Shop Closures
  1. Click the toggle buttons to disable any preloaded federal holidays that you want to leave available for appointment bookings.
    deselect unwanted holidays
  2. Add Holidays or other Shop Closure days.
    1. Click +Closure Date.
      click closure date
    2. Fill in a Description for the closure and select a Date.
      enter closure description and date
  3. Click Apply to save any changes.

Shop Services

Services Needed

  1. Remove unwanted services.

    • Deselect check boxes to temporarily deactivate .
    • Click Remove to permanently delete.

    remove unwanted services

  2. Add services.
    1. Click +Service.
      click add service
    2. Enter a Title and Description.
      enter title and description
  3. Click Apply to save any changes.

Create Appointments

  1. Click +New Appointment or double click a time slot.
    click add new appointment
  2. Add a new or existing Customer and Vehicle.
    add customer and vehicle

  3. Make changes to Appointment Details as necessary.

    1. Add a Service Writer
    2. Adjust the Date and Time In /Time Out
    3. Adjust Current Mileage
    4. Set a Visit Preference and a Transportation Preference if vehicle is being dropped off

    appointment details

  4. Add one or more of the following types of Service Requests:

    • Customer Concern - Type in a description of the customer's issue.
    • Service Needed - Select from a list of predefined services.

    service request

  5. Click Create Appointment.
     

Viewing the Calendar

  • Switch between Day, Week, and Month views.
    switch calendar view
  • Select a date or date range from the mini calendar, or move forward or backward by day, week or month, depending on what view is selected.
    select date
  • Search or filter to easily find a specific appointment.
    search or filter

  • Click an appointment to view details, Edit, or Check In.

    • Checking in will create a document draft with all the customer and appointment details included.

    details and check in