Manually Mark an Appointment as a Show
complete
M
Mike Chorba
Allow the Expert User of the store to manually Mark an Appointment as a Show once it been labeld as a No-Show
B
Brea Miller
Can this be a feature that an Expert can toggle "on/off" for a Manager to do and give access to someone that they trust at the dealership to handle this on a daily? As Experts for bigger dealerships maybe offsite like ours.
Michele McCoy
marked this post as
complete
We are thrilled to announce a no-show appointment can now be marked as a show!
This feature includes:
- The ability for Expert Users to convert a no-show appointment into a show
- Automatic creation of a customer visit, deal status update, check-out, & a check-out note
- Real-time updates to reporting, including the Desk Log and other appointment-based reports
L
Lisa Stewart
Can they add being able to back date appts as well?
Michele McCoy
marked this post as
in progress
Michele McCoy
marked this post as
planned
A
Ana Angel
Michele McCoy This means we are one step closer to making this live?
Michele McCoy
Ana Angel, that is correct!
L
Lisa Stewart
Michele McCoy is there any insight into the timeline on when this will be live?
Michele McCoy
Lisa Stewart: Not yet but as soon as it's ready we will be sharing the news.
Lydia Edouard
WE NEED THIS FEATURE! PLEASE ADD!!!
Y
Yely Santos
This is the one feature I miss about Vinsolutions! Our dealerships struggle with this as well!
A
Alex Weidenbenner
Merged in a post:
Backdated Appointment Check-ins
M
Michael Brand
Hello, would there be anyway to back date a check in. With manager access of coarse
M
Michael Kosic
I support this request because this would be an extremely feature with multiple use-cases in a dealer group of our size
Shelby Parker
Great to hear your perspective, Michael Brand! I have a few more questions for you:
- What specific scenarios or use cases would require backdating a check-in?
- How frequently do you anticipate needing to use the backdating feature?
- Are there any specific permissions or roles, besides manager access, that should be able to backdate check-ins?
M
Michael Brand
Hey Shelby Parker!
Being able to back date a check-in would be beneficial if the customer come in for an appointment that is never checked in resulting in a No Show appointment
The frequency for this is weekly if not daily in our dealer group
I feel that only BDC mangers and sales mangers (who ever has Check out access) would need access
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