Appointment requests

Audio recording - Transcription of the customer's request
When creating or editing a job folder, you can transcript the customer's request by writing or with audio recording. AUDIO RECORDING To use the aud...
Mon, 14 Apr, 2025 at 10:07 AM
Schedule appointments internally
CREATE AN APPOINTMENT An appointment can be created via various modules: VIA A CONTACT OR VEHICLE CARD On the right-hand side of the appointment file,...
Wed, 19 Jun, 2024 at 1:43 PM
Appointment duplication
To duplicate an appointment, you will find the 'Duplicate' button under the reference.  The following information is duplicated:  - the conta...
Wed, 19 Jun, 2024 at 2:07 PM
Process appointment requests from the website form into leads
Processing Internet appointments is essential. To do so, the customer fills in the online appointment form. Then, the appointment request appears on the...
Tue, 28 Jan, 2025 at 10:38 AM
Online appointment request form - lead creation
Once the form link is embedded on your website, the client can fill it out. Once completed, their request will become a lead to be processed for appointment...
Fri, 4 Jul, 2025 at 2:20 PM