Overview

Requesting an Appointment

For shops utilizing the AutoVitals CRM, customers can request appointments after they receive service reminders, email and text message campaigns, and more.

From a text message or email, the customer will Request an Appointment:

• Select their desired date and time

• Select whether they need regular maintenance and/or any other services

• Submit their request

The shop will be alerted of any appointment requests via email and in the Conversation Center from the Today’s Vehicle Page (TVP):

• Click on the message to review the appointment request:

• If the appointment date and time works for the shop, they should enter the appointment in Tekmetric (see below).

• If the appointment date and time does not work for the shop, they should communicate with the customer to find a new date and time. From AutoVitals, the shop can send and email and/or text message to the customer to coordinate:

Create & Confirm the Appointment in Tekmetric

Once the shop has agreed to a date and time for the appointment with the customer, create the appointment in Tekmetric:

The appointment will now be visible in Tekmetric and will show up on the AutoVitals Today’s Vehicle Page (TVP) under Today’s Appointments:

In Tekmetric:

In AutoVitals:

Email & Text Appointment Confirmations

Each shop can configure appointment confirmations to send via email and/or text message, depending on the customer’s communication preferences, when appointments are created in Tekmetric.

Text Message Confirmation

Email Confirmation

Email & Text Appointment Reminders

Like confirmation emails, reminders can be sent automatically via email and/or text message, depending on the customer’s communication preferences, 10 days prior to the appointment and 1 day prior to the appointment.