Booking appointments
Schedule a customer in ahead of time, separate from job cards and reminders.
Why appointments exist separately
A job card only exists once work has actually started. Appointments let you book a customer's visit ahead of time and see what's coming - useful for planning your shop floor's day.
Booking one
From the Appointments page, enter the customer, vehicle, a date/time, and an optional note on what the visit is for.
Status
Each appointment moves through Scheduled → Confirmed → Completed (or Cancelled / No-show), and you can filter the list between upcoming and past/resolved appointments.
Was this article helpful?