See All Dealership Appointments Regardless of Data Access Permissions
gathering votes
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Kylie Criego
I would love to be able to see the appointments that are in the store as a whole not just my appointments so I do not have one of my guests coming in on the same vehicle when someone already has a guest here on it. This also goes along with being able to see who everyone else has in the store
Shawn Goebel
Merged in a post:
Service Appointment view
F
Foster Cook
Add additional permission for sales to see all service appointments rather than only profiles they are associated too.
Shelby Parker
Hey Foster Cook, thanks for your feedback! Following up on this:
- Can you clarify the specific information from the service appointments that the sales team needs to see?
- Are there any specific roles within the sales team that should have this permission or should it be granted to all sales team members?
- What is the intended benefit or use case for the sales team having access to all service appointments?
Shawn Goebel
Merged in a post:
a calendar with all of the appointments of the day
B
Brianna De Oliveira
H
Hannah Surdis
This would be great to have! DealerSocket has a really good one in my opinion. You are able to filter it by store view (image attached) or by team.
M
Matt Like
There is an "Appointment Board" (great for streaming to a TV in showroom) located in Store Settings, General, Appointment Board (at the bottom). This only shows the current day's appointments and it totals the appointments at the top, but this may not get you what you're looking for.
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William Konopelski
It would be nice to see a calender with a numbered menu of how many appointments that day. If you have store access you can already go by each day. Shawn Goebel
T
Tina Norton
Would like a calendar for the entire store so that you know when people are coming in and who they are here to see throughout the day.
Shawn Goebel
Brianna De Oliveira Thank you for the feature request! Question for you on this, are you wanting to see all appointments for the store (even if they are not assigned to you) or are you wanting a calendar view for appointments? Thank you!
M
Makayla S.
Yes! We agree and would like to be able to do this!
Shawn Goebel
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