Appointments

There are two halves to appointments in Flux: requests that come in from your website, which you accept on the Dashboard, and the calendar of scheduled work orders under Appointments in the left menu.

Website requests #

When your website's booking form is connected (see Accepting appointment requests from your website), each request appears in the Requested Appointments card at the top of the Dashboard with the customer's name, email, phone, what they asked for, and the date they want.

From the Action menu on a row:

• Verify opens New Work Order pre-filled: the start date, the name and phone in the customer search, the email ready for a new customer record, and the work requested in Customer Notes. The customer search runs for you. Pick the existing customer or click Add New, pick or add the vehicle, set a Start Time so it lands on the calendar, and Save. The request leaves the list, and the email is added to the customer's contact if it had none.
• Decline hides the request. No email is sent to the requester, so reply to them yourself if needed.

The calendar #

Appointments shows every work order that has both a Start Date and a Start Time, in month, week, or day view. Each entry shows the ticket number, the customer, and the Customer Notes; hover for the phone numbers, click to open the ticket.

Colours: blue for Scheduled, red for Missed Appointment, green for everything else including completed work.

• Click an empty slot to start a ticket for that time: the Create New Ticket window shows the date and time, and Create Ticket opens New Work Order with them filled in.
• The Duration on the ticket sets how long the entry is.
• Estimates never appear on the calendar. Tickets saved without a start time appear on the Dashboard only.

The calendar covers last month through next month.

Scheduled work on the Dashboard #

Work orders with a start date in the future sit under Scheduled Work Orders on the Dashboard and move to Open Work Orders on the day. See The Dashboard and statuses.