How to Install Appointments Pro

Select "Appointments Pro"

Click on "Install"

You should now be able to see the "Appointments Pro" Icon on the right side.

When you install Appointments Pro, you will have two options to set it up.

It allows you to set up your devices from scratch. You can begin by creating device categories tailored to your service offerings. Next, specify brands and models within each category to provide customers with a comprehensive selection. Then, add issues for accurate diagnosis and streamlined service. Finally, manually input pricing information in the pricing editor for each combination of device models and issues to ensure transparency and clarity for your customers.

Option 2: Automatic Setup via RepairDesk Integration

It offers a seamless integration with RepairDesk, automating much of the setup process. Brands, models, devices, and common issues are effortlessly imported from RepairDesk, saving you valuable time and effort. Simply copy and paste the provided iframe code onto your website, allowing customers to book appointments with ease.

To Enable Sync with RepairDesk, Navigate to Settings in Appointments Pro and turn on the "Sync with RepairDesk" option.

Integration with Leads Module in RD Classic:

When a customer schedules an appointment, their details, such as name, contact information, and appointment type, are mapped to corresponding fields in the Leads section. These leads are then displayed in POS > Repairs > Manage Leads, where they can be easily managed and tracked. This automation streamlines the lead generation process, ensuring that all potential business opportunities from appointments are captured and followed up efficiently.

Filter Appointments Pro Messages in Connect:

Medium-Based Filtering: You can now access all Appointments Pro messages and leads within Connect. To filter and display only messages from Appointments Pro, simply choose it from the "All Sources" filter in Connect.

Same sequence of items as in your POS:

It now offers a seamless integration between the order of items in your POS and Appointments Pro, eliminating the need for manual adjustments. The categories, manufacturers, devices, and issues are displayed in the same order, providing a consistent and efficient workflow. By maintaining the same structure, you can save time, reduce errors, and enjoy a smoother experience when scheduling appointments, resulting in a more streamlined and intuitive process overall.

FAQS:

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.