Please note that the processes differ if you are using NextGear standalone or with an integration. Please navigate to the integration article that relates to you.
- Navigating to your appointment calendar page
- Starting an inspection from an appointment block
- Appointment reminder text messages
Navigating to your appointment calendar page
Appointments can be added to your NextGear calendar through the inspection checkout process or manually on your calendar page.
Adding appointments to your calendar manually
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Navigate to your calendar page
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Click the [+] icon at the bottom right of page.
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Search your customer’s name.
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If the customer does not exist in your NextGear account you will be prompted to create them and an associated vehicle before continuing.
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Select your customer and their vehicle.
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Input the appointment details.
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Click [Ok].
The appointment has been added to your calendar.
Editing or deleting an existing appointment
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Navigate to your calendar page.
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Click on an existing appointment block.
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Edit the appointment information and click [Ok].
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Click [Delete] at the bottom of the window to remove the appointment completely.
Starting an inspection from an appointment block
You have the ability to start an inspection from a calendar appointment in NextGear.
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Navigate to your calendar page.
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Click on an existing appointment block.
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Click on the three stacked dot icon at the top right of the appointment window.
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Click [Start Inspection].
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Choose your inspection template.
You can now go through your normal inspection flow.
Appointment reminder text messages
You can enable appointment reminder text messages to send automatically or you can manually send them from your calendar page.
Activating automated appointment reminders
Automated appointment reminders are set to send one week prior to your customer's scheduled appointment. You can edit the appointment reminder message as well as enable or disable it all together on your settings page.
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Navigate to your settings page.
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Click [Messaging] under the NextGear header.
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Click the checkbox to enable them or uncheck to disable them from sending.
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Click the check icon at the bottom right of screen to save your changes.
Manually sending appointment reminders
You have the ability to send a appointment reminder from a calendar appointment in NextGear.
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Navigate to your calendar page.
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Click on an existing appointment block.
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Click on the three stacked dot icon at the top right of the appointment window.
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Click [Send Reminder].
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Review your message and sent to your customer.
