How do I change a customers status to an appointment?

How do I change the status into an appointment? Click to turn the status into an appointment Select date Select time Click update Client will be immediately texting the appointment confirmation with the date and time. Clients will also receive a 24 hour reminder,...

How do I view history?

You can view text, and vehicle history for clients by clicking on the “search” button on top of your screen. The Search button is between “Add Customer” and “Reports. 1.) Click the search button at the top of the page This search will...

How do I receive texts from new clients that are not in the shop?

You can communicate by text with new contacts that reach out via text Here is how you can text with potential clients not yet in your shop You will be alerted to inbound texts from unknown customers in two ways. A notification on the upper right (the bell icon) A...

How do I reset my password?

 I remember my current password I just want to change it. To open the various worksheets, you can click on them in the workflow . The dark blue buttons are NOT workflow steps.  Click on the work-sheets and you will open the corresponding sheet without causing a status...