I figured it out. In the setup screen, there is an option to preview the form. That form is "live", I just copied and pasted the URL, so anyone can use that form, not just existing customers.

How can I find a link to the online scheduler that I can use on my website? I really like the feature of giving my customers access to the available times on my schedule, but would like to be able to use it for all customers, new included. Or do they have to have their own account at the owner auto ...

Holy crap, is it Monday? I'm an idiot! Thanks!

It appears as though there is no link associated with the banner. I can not click on anything.

Is the "Match Drop-Off to Start Time" checkbox going to remember our selection for the next appointment? Or is it going to be like the "Print on order as note" box in the scheduler that needs to be unchecked EVERY time you make an appointment.... hint, hint, I would like to see that fixed also. Thes...

I couldn't agree more!! I CAN'T STAND IT!! I am about ready to cancel my CRM because of this, and I love CRM! VERY annoying....

I am in Wisconsin and am required to use the disclaimer from WI Dept of ATCP. In the report setup section of Manager, I selected the only option for WI on the RO report and one of the three for Invoice (Invoice w/o hours (WI)). The verbiage for the disclaimer on the bottom of the page is correct and...

I have several instances like this. A boyfriend and girlfriend both come to me for service for years, then they get married. I changed the last name and just continued to write invoices for each person, but now I would like to merge the two customers. Is there an easy way to do this? I have changed ...

When making an appointment, I type in the comments section what work needs to be done... LOF, rotate, CEL on, brake noise etc. This is then automatically set by default to print to the repair order as a note. I then have to manually uncheck the box next to the command to 'print on order as note'. Is...

When I schedule a new appointment, a window opens that is titled "vehicle selection". This window has several tabs, they are too wide to be able to read all of them. When I re-size the tabs so they all fit, the setting does not stay. I have not been able to figure out what is triggering it to go bac...

nhsc wrote:Some of my appointments show the time and some do not. Some show the notes and some do not. Why?

I have the exact same question......

I am warming up to the new scheduler...... Another question and a suggestion: I have found that I normally use the 'Day View'. Some of the appointments show the notes along with the customer name and time of appointment. Others show the customer name along with appointment time, while others only sh...

I find it difficult to edit the appointment time. I find myself trying to hit tab between the hour and minutes. I found that you need to use the arrow keys to go between hour and minute and you can use the up arrow to go between am and pm. I don't have a suggestion how to improve this, but it is "bu...

I you uncheck the "Print on order as note", the note still appears in the order screen, but when you open that note line, you will notice the "Print on Order" checkbox is unchecked. It's on the order, but it's not on the printed copy. :_ It would be nice if there was the option to have the "Print o...

. When I am looking at the schedule in the full week view and want to switch to day view, it goes to the day that was last being edited, ie. if, in the week view I schedule someone for Friday and today is Tuesday, when I click on day view, it goes to Friday. It would be great if it would default to...

A few suggestions: I would like to be able to have the scheduler open in a full-screen view. When you try to schedule a new customer and type in their last name and first name, then click on new customer, the name fields are blank. They should self-populate with the name you just typed instead of ha...