Appointments

This page is accessed by clicking the Home à Appointments tab. On this page, functionalities related to Workshop Appointment Management are located.

The customers/vehicles are structured in the following appointment lists according to the vehicles' appointment status and actions that need to be taken by your workshop and your customers:

These appointment lists are useful for checking the different types of status of each customer's/vehicle's appointment. They allow you to track all customer dialogues on workshop appointment proposals and inquiries and prevent that no proposals or inquiries are missed or forgotten.

Note

The All Workshop Customers list under the Workshop Customers tab displays all your Workshop Appointment Management related customers/vehicles.

Fig. 18: The Appointments page

Appointment statuses

Statuses are displayed in a separate column in all appointment lists. The status reflect the state of a booking and change as a result of the previous event, performed by your workshop or your customers. When a status changes in a list item, it moves from one list to another.

All available statuses, their meaning and how bookings move between lists depending on status are presented in the table below:

Status	Explanation	Status change transfers vehicle/customer
Status	Explanation	from list	to list
Accepted	Customer has accepted a booking proposal from dealer.	Pending	Actions
Cancelled	Customer has cancelled an appointment proposal or an already accepted and by dealer confirmed an appointment.	Planned or Pending	Actions
Cancelled	On behalf of a customer, the dealer has cancelled a pending proposal or an accepted and by dealer confirmed appointment.	Planned or Pending	-
Pre-booked	Customer has agreed on a proposed pre-booking date.	-	Planned
Requested	Customer has sent a workshop booking request.	-	Actions
Closed	Dealer has finalised a booking after work has been performed on the vehicle.	Planned	-
Closed	Dealer has finalised a booking since it was cancelled by the customer.	Actions	-
Confirmed	Dealer has confirmed a booking.	Actions	Planned
Inquired	Dealer has sent back a question based on customer request.	Actions	Pending
Proposed	Dealer has sent a booking proposal.	Actions	Pending

Notification icons

Notifications are displayed in a separate column in all appointment lists. See the table below for an explanation of all icons that may appear.

Notifications	Explanation
	The customer has requested a service appointment.
	One or more warnings are active in the vehicle.
	The customer has requested a service appointment and one or more warnings are active in the vehicle.
	The vehicle is a Sensus cloud connected vehicle.
	The vehicle is not a Sensus cloud connected vehicle.
	This notification is only shown in the All Workshop Customers list under the Home tab. It indicates that the customer/vehicle is in the Actions list.

and notifications are also shown on the Manage appointment page.

Note

For information about all other columns in each list, please refer to the sub articles of this chapter.

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