CRM Essentials: Appointment Scheduler

The appointment scheduler allows your customers to book appointments with your shop online through a scheduling tool on your website.

Scheduling Settings

Select the Marketing icon on the left-side navigation bar. Select Appt Scheduler.

Marketing Suite Appointment Scheduling page

Select Edit to update your settings. Make changes to the services a customer can schedule an appointment for, hours and appointments available, and time-blocking settings.

Marketing Suite Appointment Scheduler settings

Services

Select which of your shop’s canned services a customer can schedule an appointment for online. Select the time each service should block when scheduled, along with pricing information.

Toggle on Include “Describe your issue” option to allow customers to describe their issue if no canned service matches their needs. These requests will automatically block a one-hour appointment on your calendar.

Select + Add Canned Service to add more services to the list. Check out our help article Create a Canned Service for a refresher on adding canned services to your shop.

Schedule Hours

Select the hours that your shop will allow for appointments. Toggle on and off days of the week and select start and end times for each day.

Appointment Settings

Select advanced appointment settings for capacity planning at your shop.

Appointments Per Day: number of appointments that can be booked by customers per day. Select the dropdown to choose the maximum number of appointments
Appointments Per Time Block: the number of appointments allowed to be booked within the same time block. Select the dropdown to choose the maximum number of appointments allowed to be booked within the same time block
Time Blocks Intervals: Specify the time block for the Appointments Per Time Block setting. This also sets the available start times viewable to your customer when booking appointments
Minimum Notice Required: Select the dropdown to choose how soon in advance a customer can book an appointment with your shop
Future Scheduling Cutoff Date: Select the dropdown to choose how far out customers can book appointments with your shop
Customer Vehicle: Hidden, Required, or Optional at time of booking
Customer Address: Hidden, Required, or Optional at time of booking
Workflow Column: New appointments will be added to this column

Book Online with Google

Before enabling Book with Google, please ensure that your business type in Google is a supported merchant type. Businesses listed as "retail" are likely to have Google disable their "Book Now" button. Check out Google’s resource Supported Merchant Types to learn more. Supported business types include Auto Repair, Auto Detailing, Tire Shop, Collision Repair, Dealership Service Centers, and Car Wash. Supported merchant types are determined by Google.

Toggle on to allow customers to book directly from Google Search and Maps. Once enabled, your google listing will be updated within 24 hours.

Embed Code to Add a Scheduler to Your Website

Copy these codes to add a button on your website that allows customers to schedule an appointment.

Select Copy Code to copy and paste the code in your HTML on your website.

Copy the first section of script code and paste in the head section of your HTML
Copy the second section containing a code attribute and paste on the button you’d like to open the scheduler

Public Link for the Appointment Scheduler

Select Copy Link to copy and paste this URL into buttons on your website or to link from social media accounts. This URL will take customers to a website with your appointment scheduler. Select Test to open that website in a new tab. Appointments created when testing the appointment scheduler will appear in your calendar the same way customer appointments will.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

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