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Docs / Scheduling

Appointments

Book, reschedule, cancel, check in, and hand a visit into the repair workflow using current availability and history.

Appointments is the authoritative scheduling workspace for booked visits. The selected date/view is addressable so refresh, Back, Forward, and shared internal links return to the intended schedule context.

Appointments calendar
Calendar state follows shop-local dates and current availability

Book an appointment

Use New Appointment, choose the correct customer and vehicle or follow the current new-identity path, record the requested service/concern, and choose an available date/time under shop policy. Current business hours, closures, horizon, same-day rules, capacity, bay/technician conflicts, and permissions can affect availability.

Reschedule

Open the existing appointment and use the reschedule control. Confirm the exact new date/time. The same appointment identity is preserved with version/history; rescheduling is not cancel-and-rebook unless the product explicitly requires a different workflow.

Cancel

Use the cancellation control and record the current reason when required. Cancellation preserves the appointment and history, releases applicable future work such as reminders/changeover planning, and does not delete evidence.

Check in and hand off

At arrival, verify the customer, vehicle, concern, contact preference, and current odometer as applicable. Use the current check-in/arrival action, then create or connect the repair order through the offered handoff. Do not create a duplicate appointment or repair order simply to represent arrival.

Configured public and Voice booking

Public booking and supported Voice appointment workflows depend on shop configuration, provider readiness, identity/consent, and the same current availability rules. Voice booking, reschedule, and cancellation require explicit customer agreement to the exact action; the model cannot supply arbitrary appointment IDs.

See Online Booking and Check-Ins.