The booking diary in Workshop Software helps you schedule and manage workshop appointments. This guide shows you how to booking diary setup – what do i need to do before using the diary? so your diary stays accurate and your team knows what is coming in.
The purpose of this article is to point out the requirements for the Booking Diary to work correctly, so please follow these steps: 1. Set Your State and Country Navigate to the top right-hand side, click on your Company Name then Profile to open your Company details page and make sure the Country Code and State in your account are set correctly. This ensures that daylight saving time is applied accurately if the case. Click the Save button at the bottom of the screen to apply the changes.
2. Set Your Timezone
Navigate to Settings > Company Settings and select the appropriate timezone for your area.
3. Set Workshop Opening and Closing Times
Scrolling down on the same screen, define the times your workshop opens and closes for business under Company Settings section, then click the Save button located at the bottom of the screen to apply your settings.
4. Add a Mechanic
To streamline and automate tasks with the Booking Diary in Workshop Software, you need to set up mechanic profiles in your system. This will allow you to allocate bookings to them easily by dragging and dropping appointments into their schedules. For detailed instructions on how to add a mechanic, follow this guide: Add a Mechanic
5. Set the Mechanic’s Schedule
For better organisation and efficiency in managing your team’s productivity, it is important to set up each mechanic’s work schedule. This ensures that the mechanic is available to have bookings assigned to their diary. For instructions on how to set up your mechanics’ schedules, follow this guide: Set Up Your Mechanic’s Work Schedule
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Can customers see this in the online booking diary?
If you have the public online booking diary enabled, customers can book appointments through it. The settings you configure here control what is available in the internal and/or public diary. Check your online booking settings for customer-facing options.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.