An appointment is the scheduled drop-off slot for a jobcard. It tells your team when the vehicle is expected and feeds the workshop calendar so you can see capacity at a glance.
What appointments do
- Schedule a vehicle in — pick a date and time on a jobcard
- Surface in the calendar — every garage has its own calendar view
- Send confirmations — a branded email with the date, time, vehicle and jobcard reference
- Respect working hours — your garage's working hours cap what slots are bookable
Two ways to confirm a customer
When you set an appointment, you can choose to send a confirmation by email — a branded HTML message with the appointment date, vehicle plate, jobcard reference, and call/WhatsApp/email CTA buttons. SMS confirmations work the same way and use one SMS credit per send.
Permissions
appointments.view, appointments.create, appointments.edit, appointments.delete. Technicians don't have any of these by default — the appointments tab on a jobcard is hidden from them. See Permissions reference.
Related
- Working Hours
- Jobcards
- Reminders — different from confirmations
In this section
Creating an appointment
Set an appointment date on a jobcard — the booking appears on the calendar and can trigger a confirmation
Calendar view
See all your garage's appointments — day, week, or month — colour-coded by status
Working Hours
Set working hours and booking thresholds for your workshop calendar
Appointment confirmations
Send the customer a branded confirmation email or SMS — different from a reminder