Canceling an appointment (WO)
Purpose
This new feature allows users to identify an appointment has
been canceled and add a reason why. Reports on canceled appointments are also
available at the Location reports and Dealer reports.
Access
Only when the appointment is still set with the status New
car, open the appointment details modal, you will see a red button on the
left of to the Close button.
Canceling the appointment
Click on it to open the confirmation below.
When you can select one of these four reasons:
- Customer No Show
- Customer Cancelation
- Dealer Cancelation
- Other
If you select Other, a new field will appear
where you can type in the reason.
Once canceled, only a user with admin role can reverse it
such as Dealer Admin role.
Once confirmed, the status of the appointment will be
changed to Canceled and then it will have no functionality allowing you
to change its status. Also, when hovering over the timeline bar the reason
selected or entered (if other) will be displayed.
On the main page, the appointment will be identifiable with
the icon indicated in the image below.
If your location has enabled Online Check-in communication
from our module Customer Communications. Canceling the appointment
will prevent the Online check-in from being sent. If already sent, the
communication will be closed therefore cannot be answered.
Restoring a cancelled appointment
If you have an Dealer Admin role, you can revert an
appointment back to New Car by simply clicking the button with a car icon.
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