💻 Online Bookings
Encourage customers to book online to save time and reduce admin work:
Add an online booking button to your website or Facebook page.
Include booking links in email/SMS reminders for easy scheduling.
🚶♂️ Walk-in & Phone Bookings
When taking a booking manually, follow these steps:
1. Check Availability
Start with the weekly calendar to see available slots.
2. Capture Essential Details
New customers
At a minimum, collect:
Name
Mobile number
Rego (registration number) – Use the Vehicle Check tool to confirm make, model, and year.
Service requested – Add details to Internal Job Notes (at least update the estimated service type).
Existing customers
Verify at least their mobile number and vehicle details.
🔍 Advanced Tips
Check the customer/vehicle card – There may be important notes, such as special requests or past issues, that you need to be aware of.
Allocate a technician – Even if the assigned tech changes later, this helps with capacity planning (e.g., making sure the WOF specialist isn't full on the day).
By following these steps, you’ll streamline your booking process and ensure a better experience for both your team and your customers. 🚗✨
Got a job that needs multiple days or might overrun? Check out our best practice guide on managing Multi-Day/Overrun Jobs here.