Creating a calendar appointment (CRM)

You can manually add an appointment for your customer from within BodyShop Booster.

Here is a quick video and step-by-step instructions to follow below:

1. Click on the calendar view

2. Click on Individual

3. Click on the calendar

4. Click on the date and + New

5. Click on Timeslot

6. Click on the time

7. Click on customer and choose the customer from within the system. If the customer is not in the system yet, you can add them by choosing using the + button.

8. Click on Repair record if more than one

9. Click on Location - This is the shop address that will link to google maps on customers text or email.

10. Click on Description - This is where you can add further instructions to the customer. (for ex: go to Bay door 5)

11. Click on Save

12. Your appointment is now completed