Bookings – Commonly Asked Questions
Bookings
- Click on ‘Sales/Jobs’
- Click ‘Bookings’
- Click ‘Create New’
- Select or add a new customer
- Enter the estimated hours for the booking
- Select the vehicle registration
- Select the booking data and time, you can click on use selected date
- Enter a service description if required, e.g. customer reported the brakes are squeaky
- Click ‘Create Booking’
Option 1
- Go to ‘Sales/Jobs’
- Click on ‘Bookings’
- Enter a range
- Click ‘Search’
Option 2
- Go to Sales/Jobs
- Click on ‘Job Allocation’
- In the calendar below select the date and the booked jobs will appear in a list
- Create a booking for a customer
- Ensure the customer has a Mobile number or Email address (depending on how you want to remind them)
- Go to Settings > Booking Reminders
- Ensure the tick for Enable email or SMS booking reminders is ticked
- Select a time frame of when you would like to remind the customer
- Adjust templates if required.
- Based on these settings WSM will automatically email or SMS the customer prior to their booking