Create appointment

1. Select action

The actions that can be selected from the drop-down menu on top of the page are presented in the tables below.

Actions that can be performed:

Drop-down menu item	Use when
Perform pre-booking	You preliminary pre-book a workshop appointment after a customer has asked for it. The pre-booking may be a maintenance service or just a seasonal wheel change. Pre-bookings are most common for non-Sensus cloud connected vehicles but may in some cases also be applicable for Sensus cloud connected. 30 days* before the workshop appointment, the pre-booking is visible in the Actions list, so that you can update and add details to the pre-booking and send a proposal to the customer. * Parameter set at market and/or dealer level.

Drop-down menu item

Use when

Perform pre-booking

You preliminary pre-book a workshop appointment after a customer has asked for it. The pre-booking may be a maintenance service or just a seasonal wheel change. Pre-bookings are most common for non-Sensus cloud connected vehicles but may in some cases also be applicable for Sensus cloud connected.

30 days* before the workshop appointment, the pre-booking is visible in the Actions list, so that you can update and add details to the pre-booking and send a proposal to the customer.

* Parameter set at market and/or dealer level.

Actions that can be performed on behalf of a customer:

Drop-down menu item	Use when
Create request for appointment	You create an appointment on behalf of a customer. This is applicable when a customer is not using the Workshop Appointment Management functionalities to request a time for a workshop appointment, i.e. using email or phone.

Note

You can also request information or communicate with the customer when no booking process is on-going. In this case you pick the customer/vehicle from the All Workshop Customers list. However, this shall not be used for advertising or promotional purposes due to missing customer consent.

If the customer is not in your All Workshop Customers list, a booking process can also be initiated by clicking the Create New Appointment button under the Customer Details tab in the View Details window. For further instructions, see Managing customer information.

It is also possible to search for a customer profile or to add a new one by clicking Manage Customer Information in the Quick links menu. For further instructions, see Searching a customer profile.

2. Fields

The following fields are available. Some of them are filled by the customer via My Volvo ownership website or by the vehicle's State Of Health data. The other fields are filled by you. Different fields are editable, depending on selected action from the drop-down menu on top of the page.

Field name	Description
Type of service	The type of request from the customer that is to be performed. The following are available: Service Repair Service and repair Other
Required service distance	This information could be generated via the SPI (service price indicator) in My Volvo ownership website or manually by the customer. This information will only be updated when the customer sends the request the first time. All coming updates of the request from the customer are provided via the Reply to customer chat fields.
Last service mileage	This information is fetched from My Volvo ownership website, in case the customer has entered at what mileage the vehicle was serviced last time. This information will only be updated when the customer sends the request the first time. All coming updates of the request from the customer are provided via the Reply to customer chat fields.
Current mileage	The vehicle's current mileage at time of request. This information is sent by the vehicle (State Of Health data) or is manually entered by the customer at My Volvo ownership website. This information will only be updated when the customer sends the request the first time. All coming updates of the request from the customer are provided via the Reply to customer chat fields.
Last service date	This information is fetched from My Volvo ownership website where the customer has entered the vehicle's last service date. This information will only be updated when the customer sends the request the first time. All coming updates of the request from the customer are provided via the Reply to customer chat fields.
Customer preferred dates	By customer defined preferred dates for the workshop appointment. This information will only be updated when the customer sends the request the first time. All coming updates of the request from the customer is provided via the Reply to customer chat fields.
Service reply on request to customer	Dialog about the vehicle's service and repair need at this workshop visit. The customer can only handle this dialog via My Volvo ownership website, not via the vehicle.
Car drop-off and pick-up preferences	Dialog about the drop-off and pick-up of the customer's vehicle as well as the customer's need of alternative transport. The customer can only handle this dialog via My Volvo ownership website, not via the vehicle.
Proposal to customer	Describe the content and price of each operation that will be performed during the service visit. The information will be displayed in the customer's vehicle* and My Volvo ownership website. In multilingual markets, use the customer's preferred language. * This feature will be introduced at a later stage.
Appointment	Date and time when the job at the workshop is started.
Drop-off	Date and time when the customer should leave the vehicle at the workshop.
Pick-up	Date and time when the customer should pick up the vehicle at the workshop.
Total price	Total price of workshop visit. Include the currency.
Status of appointment	The status of the customer's appointment. For further information about statuses, see Appointments.
Appointment ID	The appointment's unique ID.
Originating from	Indicates what was generating the booking, i.e. how it was triggered. The possibilities are; Manual, Service, Warning or Pre-booking. See the Workshop Appointment Management how-to's for additional information.
Customer request initiated via	Indicates from where the request was initiated, i.e. in what channel. The possibilities are; Customer portal (My Volvo ownership website), VIDA or Vehicle.
Expiry date	The date on which the customer must have answered the workshop appointment proposal.
Reference to workshop system	Use this field to enter a reference to the work order in the DMS. Before sending a proposal or inquiry, make sure that the expiry date is before the date of the appointment.
Customer ID	The customer's unique ID in Volvo Central Database.
First name	The customer's first name.
Last name	The customer's surname.
Phone number	The customer's phone number.
Preferred language	The customer's preferred language. On multilingual markets, the preferred language will be used in the email communication with the customer. Make sure to write your proposal in the customer's preferred language.
VIN	The VIN of the customer's vehicle.
Model	The model of the customer's vehicle.
Model year	The model year of the customer's vehicle.

When all fields are filled, confirm by clicking the SUBMIT button. The page is closed by clicking the CLOSE button.