Setting up Repair Calendar

To set up your Repair Calendar, you will need to configure your calendar from the settings page.  Configuring your repair calendar is important for several different reasons.  Firstly, this will allow you to book customers in for their repairs, but also to make sure that your staff are aware of the appointments and that you have enough staff/availability for them.  Secondly, this allows the automated lightning bolt actions to send reminders and confirmation messages centered around the repair appointment. 

To update your calendar, you will need to update 2 sections:

1. Configure your hours of operation
2. Add Job classes

To get started, simply click on the Menu button on the left of your screen, then the settings gear icon.  Once in settings, you will find the repair calendar tab on the top.

Step 1) Configure your hours of operation for repair appointments.

1. Once in the repair calendar view, click on a day of the week.  (There will be default hours already set up).  Once here, you can update the hours to reflect your shops' availability.
2. Then choose which days you want to update.  You can apply the changes you have made above to an individual day (i.e every Monday), an individual date (i.e only Aug 9th, 2021), or apply every week between Monday and Friday.
3. You can also choose to check "Closed" and this will close off the days applied.

Step 2) Setting up your Job class:  

Once in the "Repair Schedule" tab you will look towards the bottom of the screen and press the little plus sign beside "Setting Up Job Class" which should bring up a screen like an image below.  This screen is where you create your custom job classes.  Whether it be by hours per job, vehicles per day, price per job, or anything else you wish to add.

Here are the steps to add your first job class.

1. Assign a Job Class #: This is simply a number assigned to a specific job class.  As you book people into the schedule or give customers the ability to schedule their own repair appointments, the number just allows you to identify which job class you assigned to a customer's repair.
2. Job Class Name: This is the name of the job class that you are creating.  A good idea is to give a breakdown of the job class name in brackets next to an identifier of how much work the job will be.  An example of this is "Lite (0-10 hrs)" or "Heavy (40 + hrs)."  This way you and anybody who works with BodyShop Booster in your shop can look at the number or the name and determine an idea of much work is roughly required.
3. Color: This is a color that identifies the job class.  You can choose any color you want and use it as a unique identifier.
4. Max Hours For Job Size: This is the max amount of hours per job class. 
5. Max Jobs Per Day: This allows you to determine how many of a specific type of job you are willing to take per day.  This makes sure that you do not overbook anybody on any given day. 
6. Click Save.

You can create multiple job classes and assign them to a customer looking to come in for a repair.  It is important to note that we must set up the calendar in order to ensure customers get automated reminder messages concerning their repair appointments.

You are now ready to start taking repair appointments.

Here is a Repair Calendar Video to help walk you through the steps.