Manage Your Shop’s Time with Appointment Scheduling

Book customers into the right technician’s schedule, send automatic reminders, and see the whole week at a glance.

1

Open Appointments

Open Booking from the menu. The calendar shows every appointment, colour-coded by technician, with today’s schedule on the right. Click New Appointment — or click any day on the calendar — to book one.
2

Pick the service

Choose what the customer needs — Oil Change, Brakes, Tires and so on. You can pick more than one, or search. Then click Next.
3

Choose who it’s for

Pick Existing Client for a customer already in AutoSoftWay. For someone new, choose Walk-In — enter their name and phone and a client profile is created for you.
4

Find the client

Start typing the client’s name and pick them from the list. Their card shows their phone and past visits, and their vehicles become available below.
5

Set the details and time

Give the appointment a name, assign the Technician and the Vehicle, and set the Start and End time — or tap one of the Quick slots. You can also link an existing estimate, and make it recurring.
6

Set up reminders

On the Reminders tab, turn on Send confirmation to notify the customer right away, choose how long before the visit they get a reminder, and optionally a follow-up message afterwards. Use one of your templates or write your own. Reminders only go to customers who agreed to receive them.
7

Create the appointment

Click Create appointment. It appears on the calendar straight away.
8

Manage it from the calendar

Click a day on the calendar to see its appointments on the right. From each card you can Confirm it (the customer is notified), Reschedule it or Cancel it; the ••• menu has more actions. Use Week, Day or Agenda to change the view, and the Technicians filter to see one person’s schedule.