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      Automatically Add the Next Oil Change Appointment

      This article will guide you through how to enable and configure the Automatic Appointments feature in your Lube Sticker Pro application

      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: A number of different settings must be correctly configured to have Automatic Appointments properly schedule to meet your shop’s specific schedule and needs

          • Days: Allows you to control the days on which your shop is available for appointments to be automatically scheduled

          • Scheduling Start Time: Selects the time of day that appointments scheduled this way may begin. This allows you to have full control over the workflow of your shop. For example, if you only want to allow these appointments to be scheduled in the morning, so that you can focus on larger repairs later in the day, this is a great option

          • Schedule Hours: This setting allows you to select the amount of time that these appointments can occupy on your schedule.

          • Max Appointments Per Day: This setting allows you to select the maximum amount of Automatic Appointments that can be scheduled for a single day. This is a good setting to configure if you expect your shop to be busy with other types of appointments, for example, you may want to change this towards the end of the month to allow more time for inspections.

          • Minutes Between Appointments: This setting determines the amount of time that will be left between appointments that are made by the Automatic Appointments scheduler to account for any extra time needed

          • Max Appointments Per Timeslot: This setting allows you to set the maximum number of appointments that can be scheduled during the same time frame. This is a great setting to address depending on the size of your shop. For example, if you have 3 bays in your shop, you can have 3 appointments scheduled simultaneously. If you only have a single bay in your shop, it would be best to have this number set to 1

      • 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

      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