How do I add a new appointment?

You can add appointments manually into Retention Pro in addition to the appointments that come from your point of sale or through the online appointment scheduler.

To add an appointment manually from the appointment screen, click the green Add Appointment button. 

From the pop-up window you can search for an existing customer or add a new customer, add/select their vehicle information, and pick their appointment date/time. You can also choose to send them a text and email confirmation.

Once that is all filled out click Add Appointment at the bottom to add it to your schedule.

Return to the main article - Appointments Screen or Calendar