An appointment in Pistonlog is just a date (and optional time) on a jobcard. Setting one creates a booking that shows up on the workshop calendar and gives your team a clear picture of who's expected when.
How to set an appointment
Open the jobcard
From the jobcard list, workflow board, or by creating a new one.
Pick an appointment date
Click the Appointment Date field. Pick a date — and a time, if you want to be specific.
Save
The booking saves immediately. It appears on the workshop calendar view.
Sending a confirmation
After setting the appointment, you can send a confirmation to the customer:
- Email — branded HTML with the date, vehicle plate, jobcard ref, and Call/WhatsApp/Email CTAs
- SMS — costs one credit per send
- Both — same as above, one credit for the SMS half
The confirmation includes the jobcard's reference so the customer can quote it back if they ring.
Without an appointment
A jobcard doesn't have to have an appointment. Walk-ins, "drop it off whenever" customers, and longer-running jobs without a fixed pick-up day all work fine with no appointment date.