Keeping vehicle records accurate in Workshop Software ensures your service history, registration details, and customer associations are correct. This guide shows you how to create a loan car booking.
THIS FEATURE IS AVAILABLE FOR GOLD & PLATINUM CUSTOMERS ONLY
To Create The Loan Car Booking:
1. When you are in the Customers booking click on the ‘Action Star‘ and ‘Create Loan Car‘;
2. Start typing the rego number in the ‘Search Loan Vehicles‘
3. Enter the ‘Start Date/Time‘ and ‘Return Date/Time‘ and click ‘Create‘;
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.