This article reviews the steps on how to set up all appointments types within Omega.
Go to the appointment section of the job and click the blue Create Appointment button. This will open the new appointment form.
Next select the type of Appointment.
There are four appointment types:
Mobile: Appointments that are not at your shop
In Shop: Appointments that will be at your location
Recalibration: Recalibration only appointments
Flat Glass/Misc: For Flat Glass and misc appointments (i.e. Tractors, Pre-1981 Vehicles, Farm vehicles)
Here are instructions on how create each type of Appointment.
Mobile
Select the Requested Date field for the date of the appointment.
Then define the customer's availability window.
You can also select the technician, required skills for the job, or specific instructions for the job.
In Shop
Select the Schedule Time field and choose the date of the appointment.
This opens a window with a calendar view for that day. On this view you can drag and drop or click the appointment slot for the desired time and the Bay.
After assigning the time slot and bay for the appointment, click Done.
Simplified In Shop Scheduling
If the "Simplified In Shop Appointment Selection" setting is enabled, this is how you schedule an In Shop appointment:
Select In Shop from the Type drop-down menu:
Click on the Scheduled Date picker to select a date:
Up to five available appointment slots will be shown, based on bay availability. The job duration is also shown:
Click More Times to see even more available time slots:
Click on a time slot to select it, and an available bay at that time will be picked automatically:
A Calendar view is also available. Click on the calendar icon to see it:
On this view, you can drag and drop or click the appointment slot for the desired time and bay.
Recalibration
To schedule a recalibration appointment, select the Recalibration type. There is also check box that will exclude the appointment from capacity.
Flat Glass/Misc
To Schedule a Flat Glass/Misc. appointment, select the Flat Glass/Misc. type. There is also a check box that will exclude the appointment from capacity.
Cancelling an Appointment
Cancelling an appointment is now available for users with the Cancel Appointment security role option enabled.
To Cancel an appointment, you'll want to click the actions button on the right of the appointment:
In the menu that appears you'll want to click the Cancel option:
You will need to select a reason for cancelling the appointment then hit confirm.
Save the job and that cancels the appointment!