Manually Mark an Appointment as a Show | Voters

Manually Mark an Appointment as a Show

planned

Mike Chorba

I know I cannot be the only one that has salesman who "forget" to check in customers. Of course the next day when our BDC does follow up on missed appointments and they tell us they were here and now there is no way to mark that appointment shown. Managers having the ability to do this I think would be important to keep our metrics true and accurate, despite human error. Would be even better if once it was marked shown that it would automatically apply a visit to the day the appointment was scheduled.

Michele McCoy

marked this post as

planned

Ana Angel

Michele McCoy This means we are one step closer to making this live?

Michele McCoy

Ana Angel, that is correct!

Lisa Stewart

Michele McCoy is there any insight into the timeline on when this will be live?

Lydia Edouard

WE NEED THIS FEATURE! PLEASE ADD!!!

Yely Santos

This is the one feature I miss about Vinsolutions! Our dealerships struggle with this as well!

Alex Weidenbenner

Merged in a post:

Backdated Appointment Check-ins

Michael Brand

Hello, would there be anyway to back date a check in. With manager access of coarse

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?

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

Barbara Wrench

The best way I have found to correct the behavior is to check the customer in the showroom the next day and then check them immediately with a note dated for the date they did not check them in... This gives the BDC credit. That trains the sales managers / Sales people pretty quick as to what they need to do. No one wants inflated numbers / SM does not want inflation for showroom and BDC does not want their apt show ratio to be down. This worked for us and got everyone trained pretty quick.

Ryan Coleman

Adding this feature doesn’t make sense because it’s a process issue, not a software issue. The core problem lies in execution and accountability, not functionality.
If salespeople aren’t checking customers in, that’s one layer of the problem—but the larger issue is that managers aren’t identifying and addressing it in real time. They should be catching that when customers are in the showroom and ensuring proper check-in procedures are followed.
Additionally, this isn’t just about appointments. When vehicles or customers aren’t checked in, they remain in the same stage of the lead process, which disrupts the flow of follow-ups, automation, and reporting. As a result, lead processes don’t fire properly, leading to inaccurate data and missed opportunities.

Cameron Cook

Ryan Coleman I work in post sales and make appointments for a return visit to learn more about the car. I can not mark a customer as shown because there is no deal and you cannot check someone in without a deal active. So having the ability to manually mark an appointment as shown is important in certain situations.

Jim Forbes

Need to be able to Check in for a SERVICE or a GENERAL Appt, if possible, say for a follow-up or Encour Delivery...

Michelle Beckwith

Would be perfect and so helpful

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