There are a few ways you can create a service appointment in VUE. Each of these screens serves its own unique purpose, based on what you need to do at any given moment.
Whether you're checking your schedule, making a new appointment, or adjusting an existing one, each option is designed to enhance your experience.
- Appointment Schedule: Best for creating new appointments
- Appointment Calendar: Used to manage and organize existing appointments
- Appointments: Offers a customizable view of your appointment data
- Declined Operations Feature: Add previously declined operations to your Appointment
Duplicate Appointment Notifications
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When you enter a VIN, VUE searches for the VIN and returns all upcoming appointments for that VIN.
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When you enter a customer number, VUE searches for that customer and returns all upcoming appointments that meet that criteria.
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When you enter a customer name, VUE searches for that customer’s “Last Name, First Initial,” and returns all upcoming appointments that match that criteria. With this method, the search will include most alternative spellings of first names.
Appointment Schedule
Navigate to: Service > Advisor > Appointment Schedule
The Appointment Schedule is the best screen for creating new appointments.
- Navigate through days using the toggle.
- Use filters to narrow by department, advisor, technician, etc.
- View totals for the number of appointments and labor hours for each day.
Ways to create an appointment on this screen:
- Click the plus sign next to the appointment time
- Click the Plus sign in the top left corner of the screen
Once in the Appointment screen:
Click the blue customer hyperlink to add new customer information.- If it’s a returning customer, click the magnifying glass to search.
- After entering customer information, click [Save] in the Action Ribbon.
Prepare for your upcoming appointment by selecting the Print drop-down in the Appointment screen to print the Pre-Work Order and Service History Detail.
Appointment Calendar
Navigate to: Service > Advisor > Appointment
This screen is designed for managing appointments.
Customize your view by day, week, or month for easier planning.
To create a new appointment:
- Double-click on the desired time slot, OR
- Click the New button
Appointments
This screen can be customized and is different from the others:
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No color coding is used here.
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You can view appointment status options (All, Active, Canceled, etc.) in the top right corner.
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Filter across the entire month.
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Export appointments to Excel for documentation or planning purposes.
Customizing the Appointment Grid:
Enhance your grid by adding any available fields to manage your day more effectively.
- Click the Customize button.
- Select the field(s) you want to add.
- Use the arrow to move the field into the grid as shown below:
4. Select Save, and your field(s) will be added to the grid:
Adding Deferred/Declined Operations to an Appointment
- Add the Customer and VIN to the appointment.
- In the appointment screen toolbar, hover over "More" and choose Defer Ops to run the deferred ops feature. This button will only be available if the appt is not canceled or has already been converted to an RO.
- A pop-up appears listing the deferred ops from the most recently closed RO with a matching customer/vehicle. The pop-up is non-closeable and requires users to select an action before proceeding with other appointment processes.
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Add: Brings forward the deferred op and will recreate the operation when the appointment gets turned into an RO.
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Defer: Brings forward the deferred op, but will be placed in Deferred status.
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Void: Brings forward the deferred op, but will be placed in a Voided status.
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Ignore: Does not handle the deferred op. However, when this appt is converted to an RO, the user must address this operation.