Appointments Screen or Calendar

The appointment screen can be found by going to Service at the top of your Screen and then selecting Appointments from the left side menu.

If your point of sale supports us seeing your appointments you will see them listed here as well as appointments made through our online appointment scheduler. 

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Pending Appointments

Appointments requested through the online appointment scheduler (once it has been placed on your website) can be found here to Confirm/Adjust as needed before they are added to your schedule

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Add Appointment

You can also add appointments manually into MyShopManager and use this as your appointment calendar. 

To add an appointment from the appointment screen, click the green Add Appointment button. 

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From the pop-up window you can search, add a customer, add their vehicle information, and pick their appointment date/time. You can also choose to send them a text and email confirmation. Once that is all filled out click Add Appointment.

Setup

Access to additional Appointment settings and Online Appointment Scheduler options.

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Once you click the Setup button at the top right it will open another page with menu options to select

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Appointment Settings

From here you can change your Calendar view, add Services to be listed online, change the hours of your Scheduler, access the codes to place the online scheduler on your website through Website Integration, add the calendar to an existing online calendar, edit the Pending and Confirmation messages, specify the vehicles you work on for the scheduler, and change the maximum number of bookings allowed in each time slot.  

Appointment Reminders

You can also quickly access Appointment Reminder campaigns from here (Also listed in the campaign page)

FAQs for Appointments

Exporting the Appointment Calendar

How to Cancel an Appointment in MyShopManager

How do I add a new appointment?

How Can I Edit Customer Information?

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