Note
The All Workshop Customers list under the tab displays all your Workshop Appointment Management related customers/vehicles.
This page is accessed by clicking the Workshop Appointment Management are located.
tab. On this page, functionalities related toThe 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 dialogs on workshop appointment proposals and inquiries and prevent that no proposals or inquiries are missed or forgotten.
Note
Note
The All Workshop Customers list under the tab displays all your Workshop Appointment Management related customers/vehicles.
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 |
|
---|---|---|---|
From list |
To list |
||
Accepted |
Customer has accepted a booking proposal from dealer. |
Pending |
Actions |
Cancelled |
Customer has canceled an appointment proposal or an already accepted and by dealer confirmed appointment. |
Planned or Pending |
Actions |
On behalf of a customer, the dealer has canceled 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 finalized a booking after work has been performed on the vehicle. |
Planned |
- |
Dealer has finalized a booking since it was canceled 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 |
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 tab. It indicates that the customer/vehicle is in the list. |
and notifications are also shown on the Manage appointment page.
Note
Note
For information about all other columns in each list, please refer to the sub articles of this chapter.
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