Note: Online Booking is only available via the Tekmetric Marketing Add-On
Managing online booking settings in Tekmetric allows you to customize features like courtesy transportation, appointment scheduling, and shop-specific availability. Below is a guide to help you configure these settings effectively.
Overview of Online Booking Settings
Tekmetric’s Online Booking feature provides flexibility to tailor appointment scheduling and other options to your shop’s needs. You can enable or disable specific features, set appointment buffers, and manage shop-specific availability.
Managing Appointment Scheduling
To control when customers can book appointments:
- Disable Same-Day Appointments: - Navigate to Settings > Booking Tool. - Adjust the Appointment Buffer to set the minimum lead time required for bookings (e.g., 24 hours). This ensures customers cannot book same-day appointments.
Customizing Courtesy Transportation Options
If you offer loaner vehicles or courtesy transportation, you can manage this option in Online Booking:
- Disable the Loaner Option: - Go to Marketing > Online Booking. - Locate the toggle for Allow courtesy transportation request and turn it off to remove the loaner option.
- Edit Loaner Vehicle Messaging: - If you prefer to keep the loaner option visible but want to provide custom instructions, you can edit the message displayed for this feature.
FAQ's
I have been getting overbooked - how do I prevent this?
If you are experiencing overbooking, it might seem like the Online Booking tool isn't functioning correctly. However, this typically happens when a shop creates Repair Orders (ROs) directly without blocking out corresponding availability on the calendar.
If you are currently going straight to creating Repair Orders for vehicles, you can fix this issue without losing your online bookings by using one of these methods:
Enable Auto-Create Appointments: You can turn on a setting that automatically generates a calendar appointment every time a new RO is made. This ensures the time is accurately blocked off, reducing the available slots for new online bookings.
Lower Daily Limits: You can adjust the maximum number of online appointments you accept per day. For example, if your online booking is currently set to accept up to 4 online appointments a day, you can easily drop that limit down to 1 (or whatever number best fits your current workflow).