Automatically Add the Next Oil Change Appointment

Things To Note

• If you would like to print a lube sticker without automatically creating an appointment, simply click to uncheck the box labeled Automation on the main Lube Sticker Pro screen

• Appointments made by the Automatic Appointments feature are what are considered Soft Appointments, and must be confirmed by the customer. This is most conveniently done by the Automatic Appointment Reminder feature of Message Manager Pro

• Lube Sticker Pro’s Automatic Appointments feature contains a number of useful settings that can drastically change and improve your daily workflow, below is a brief overview of some of the features:

  • Auto Add Appointment: Automatically adds an appointment to the calendar for the selected customer in your Shop Management System whenever you print a lube sticker (as long as Automation on is checked on the main Lube Sticker Pro screen)

    • In the settings this also has a field labeled Appointment Note, that contains an editable note that will be attached to the automatically created appointment when one is created

  • Shop Open On: Automatic Appointments require correctly configuring several settings to match your shop’s schedule and needs:

    • Days: Select the days your shop accepts automatic appointments.

    • Scheduling Start Time: Choose the earliest time appointments can begin, allowing control over your shop's workflow (e.g., morning-only scheduling for automatic appointments).

    • Schedule Hours: Define the maximum duration these appointments can take on your schedule.

    • Max Appointments Per Day: Set the daily limit for automatic appointments, useful for managing workflow around other appointment types (e.g., increasing limit towards month-end for inspections).

    • Minutes Between Appointments: Specify the buffer time between automatically scheduled appointments.

    • Max Appointments Per Timeslot: Determine the maximum number of appointments that can be scheduled simultaneously (e.g., setting this to 3 if your shop has 3 bays).

• Do-Not-Schedule Dates & Holidays: Please see Add a Holiday for more information

How To

Below are steps on how to configure each of the different features of Lube Sticker Pro listed above:

1. To enable Auto Add Appointment

   1. From Lube Sticker Pro

      1. Select the Settings tab from the top menu

      2. Select the Appointments box on the left side of the menu

         1. Click on the Auto Add Appointment checkbox

         2. Edit the field labeled Appointment Note: to contain the note that you would like to be attached to the automatically created appointment

         3. Click Save & Close

            1. To turn this feature off you will uncheck the box next to Auto Add Appointment and then select Save & Close
            2. If you decide to disable this feature, please note that you will need to manually remove any appointments that were generated while it was active.

2. To edit Shop Open On days

   1. From Lube Sticker Pro

      1. Select the Settings tab from the top menu

      2. Select the Appointments box on the left side of the menu

         1. Under the section labeled Shop Open On, you will see a series of checkboxes and dropdown menus

            1. For the days of the week simply click the checkboxes to select the days of the week that your shop is open allowing appointments to be scheduled on these days

            2. For Scheduling Start Time - click the dropdown menu to select the time of day that you would like automatically scheduled appointments to begin

            3. For Schedule Hours - click on the up or down arrows to select the amount of time you would like dedicated to each automatically scheduled appointment

            4. For Max Appointments Per Day - click on the up or down arrows to select the number of appointments you would like to allow the automatic scheduler to make each day

            5. For Minutes Between Appointments - click on the up or down arrows to select the amount of time you would like between appointments made by the automatic scheduler

            6. For Max Appointments Per Timeslot - click on the up or down arrows to select the number of appointments that you would like to be able to be scheduled during the same time frame.

         2. After you are done editing these fields to reflect what works best for your shop, click Save & Close

3. Adding and Removing Do-Not-Schedule Dates & Holidays

   1. From Lube Sticker Pro

      1. Select the Settings tab from the top menu

      2. Select the Appointments box on the left side of the menu

         1. Under the section labeled Do-Not-Schedule Dates & Holidays, we have already added a number of dates that shops are currently closed, please review these to ensure that they are accurate and that none need to be removed before adding any additional dates

            1. To add a date that your shop will not be open, or no appointments should be scheduled, click the Add button

               1. A window will appear with a dropdown menu

               2. Click on the dropdown menu to select an additional date that your shop will not be open, or no appointments should be scheduled

               3. Click Okay. Your date has now been added to the Do-Not-Schedule list

            2. To remove a date from this list and allow appointments to be scheduled, click on the date you would like removed

               1. Click the Remove button

               2. A prompt will appear, asking if you’re sure that you would like to remove this date from the list

               3. Click Yes

         2. After you are done editing the Do-Not-Schedule Dates & Holidays, click Save & Close