Creating Categories, Brands and Models
NOTE: If you have configured Sync with RepairDesk, manual editing of brands, models, devices, and issues from Appointments Pro will not be possible. To update this information, you can make changes directly within the desired category in RepairDesk, and the updates will automatically reflect in Appointments Pro. This article reflects on how to configure Appointments Pro if you are not using the "Sync with RepairDesk" option.
Creating Categories
Click on "Create Category" to create a new device type.
Enter the name for the category and click on the "Camera" icon to upload an image for the device type.
Click on “Save” to save your settings.
Creating Brands
Click on "
Add Brand
" next to the category where you wish to create the brand.Upload the image and enter the name of the brand and then click on “Save”.
Creating Models
Click on Add Model
Upload the image and enter the name of the Model and then click on Save.
FAQ:
Q. How to manually create categories, brands, and models in Appointments Pro?
A: Make sure the “Sync with RepairDesk” option is disabled before performing this action. Then, click on the "Create Category" button to create a new device type in the configurations page. Enter the name for the category and click on the "Camera" icon to upload an image for the device type and click on save to save your settings. Same procedure will be followed for brands and models too.