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Appointments & Calendars in OrbisX

Calendars & Appointments: The Heartbeat of Your Business

In the fast-paced world of automotive services, staying organized and on top of your appointments is crucial. That’s why OrbisX offers a comprehensive Calendar and Appointments system designed to keep your business running smoothly. With over 15 different views, you can access the information you need in the format that suits you best—whether that’s a daily list, a weekly schedule, or a monthly overview.

All the Key Information at a Glance

Your calendar isn’t just about scheduling; it’s about managing every aspect of your business. With OrbisX, you can see vital details at a glance, including:

  • Total Money Booked: Know exactly how much revenue is tied to your calendar at any given moment.
  • Assigned Staff: Quickly identify which team members are handling which appointments.
  • Pickup/Drop-offs: Stay on top of logistics with clear indicators for customer pickups and drop-offs.
  • Rides Needed: Easily track which customers require transportation, ensuring seamless service.
  • Vehicles in the Shop: Keep tabs on which vehicles are currently in your shop and their service status.

Customizable Views for Every Need

No two businesses are the same, which is why OrbisX offers a wide range of calendar views to match your workflow. From list formats that give you a detailed breakdown of your day to monthly overviews that help you plan ahead, we’ve got it all. Whether you’re managing a packed schedule or just need a quick look at your upcoming appointments, our calendar system adapts to your needs.

OrbisX comes packed with 15+ different calendar views from a monthly birdseye view, weekly, daily, staff list, appointment progress, sales reminders, Google-style view, pickup/dropoff list and more so you can see exactly what you want when you want. You can even set your preferred default calendar view so your calendar button will default to the view of your choice.

The Backbone of Your Business

Appointments are the heartbeat of your business, and OrbisX ensures you have everything you need to keep that heartbeat strong. With all your critical information centralized and easily accessible, you can focus on what you do best—providing exceptional service to your customers.

Reminders, Reviews, No-Shows and Followups

Your customers will love the professional experience they receive with OrbisX. Customers will receive automated appointment reminders leading up to their appointment to keep them in the loop with the ability to confirm the appointment date/time using a confirmation link. This process helps reduce no-shows and in the event of a no-show you can easily mark the event as a no-show which is logged to the customer profile for future reference if they want to book again so you can decide on how best to proceed with this customer. 

Once the appointment is finished and the customer picks up their vehicle, the second phase of the customer experience kicks in and your customers will receive a review request email and any post-service followup messages you setup in OrbisX. For example, at our shop we send a followup after a tinting service to let the customer know they can safely roll their windows down along with some tinting care information and warranty instructions to register their warranty in our OrbisX account. Yes, that’s right, there is a built-in warranty system in OrbisX as well and customers can register online and even submit warranty claims online. 

Key Features for Ultimate Control

OrbisX is designed with flexibility and control in mind, offering a range of powerful features that let you manage every aspect of your calendar and appointments:

  • Staff Access Control: Restrict what your staff can view on the calendar to protect sensitive information. Whether it’s limiting access to certain appointments or hiding financial details, you have the power to customize what each team member can see.

  • Event Management: Easily mark events as complete, or note when a customer is a no-show. This not only helps you keep accurate records but also triggers automated processes like no-show fees or follow-up reminders.

  • Automated Waitlist Checking: Never miss an opportunity to fill a time slot. OrbisX automatically checks your waitlist for customers who can be slotted into appointments that are deleted, canceled, or marked as no-shows, ensuring your calendar stays full.

  • Staff Time Off and Schedule Adjustments: Manage your team’s availability directly from the calendar. Whether someone needs a day off or you need to adjust work schedules on the fly, OrbisX makes it easy to ensure you’re never short-staffed.

  • Advanced Filters: Quickly refine your calendar view with advanced filters. Whether you want to see only shop or mobile appointments, focus on a specific service, or check the availability of a particular staff member, our filters let you customize your view with just a few clicks.

  • Quick Event Addition: Need to add an event on the go? Our calendar allows you to quickly add appointments, meetings, or reminders directly from the calendar interface, streamlining your scheduling process.

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