Appointment - ParaLogicTech/erpnext GitHub Wiki

How to Create Appointments

Home > Vehicle > Vehicle Pre-Service > Appointments

1. Go to Appointment list and click on Add Appointment button

2. Add Appointment Type as shown below

3. Select the Appointment Time and Time Slots as shown below.

4. Select Customer. Once you select the Customer, all the Customer's Vehicle will show.

5. Select the vehicle. After selection of Vehicle, all Vehicle data will be filled in the Vehicle Details section.

6. Add the Secondary Number (if needed). For New Secondary contact, click on the Create New Contact option.

7. A quick entry form will appear. Enter all the details and save.

8. Enter Voice of Customer in the Appointment details and then save and submit.

9. A Custom confirmation and reminder message will be sent to the Customer, whose status show up in the Stats.

10. If Customer want to reschedule the Appointment, then click on the Status button on the top right of the Appointment and Select Reschedule option.

11. A New Appointment Form will appear on the screen, add the new date and time in the Appointment Time and Time Slot. Save and submit the form.

9. Click the Create button on the top of Appointment and Select Repair Order as shown below.