The booking diary in Workshop Software helps you schedule and manage workshop appointments. This guide shows you how to create appointment types for the public booking portal so your diary stays accurate and your team knows what is coming in.
This step is required in order for your customers to be able to request a booking through the public booking portal. 1. Go to “Settings” > “Public Booking” on the bottom left hand navigation bar.
2. In the section called Appointment Types press the ‘plus‘ button on the right hand side.
3. This allows you to add a new appointment type. You can create as many of these as you would like.
Please note: If you are integrating with vvGarage, to ensure your appointment type syncs to the app you must fill out all 3 fields:
1. Estimated Hours – Must be greater than 0.
2. Product Code – MUST be a valid Workshop Software LABOUR product.
3. Description – You can name this whatever you would like.
4. When choosing your product code you must make sure to select the valid ‘Workshop Software Product Code’ options that appear. These will have a black ‘product tag’ on the left hand side.
4. Press the green “Save” button.
Good to Know
- 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. 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 above, check your current plan or contact the Workshop Software team.
Related Articles
- Public Booking Diary – Setting up Appointment Types
- How to Create a Booking in Workshop Software
- How to quickly create a booking in Workshop Software