Create a New Appointment from the Schedule Book

 

Tutorial: 

 

10 STEPS

1. Click Schedule Book

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2. Use the Next button to navigate to your scheduling date.

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3. NOTE: The Type column shows all appointment types:
DROP = Drop Off
HVY = Heavy Drop Off
EST = Estimate
These types will be custom to your company.

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4. Double Click on the Appointment Slot.

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5. Use Search Bar to search for your Customer Folder.
Type "Corr" (short for Corrozian)

Click the Search Icon

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5b. Click

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6. Click the Corrozian Folder

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7. Click the green checkmark to select the folder for the appointment.

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8. You can change the time for the appointment here if needed.

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9. Click Save

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10. That's it. The folder is now booked for a drop off at 8:30am on 3/5/2024.

You can learn more about creating appointments at: https://kb.nexsyiscollision.com/create-a-new-appointment-from-the-schedule-book

Step 10 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2342409/Creating-an-Appointment-from-the-Schedule-Book

 

1. Open the Schedule Book 

2. Double click on the slot you want to assign an appointment to, or select the "New" icon button at the bottom of the screen. 

 

- The appointment screen will open. 

3. Search for the folder that you want to assign the appointment to using the search bar at the top. 

 

4. Double Click on the folder or select the green checkmark to assign the appointment to the folder. 

 

5. You can add notes, a repair category and change the location on the appointment screen. When complete, press save. 

 

6. The appointment will now be added in the Schedule Book. 

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