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How to Use the Calendar and Add Bookings

Aside from customers, your booking calendar is one of the most crucial elements of your business and quick access to the day’s jobs can be the difference between success and failure. There are hundreds of calendars and booking systems on the market and we have learned from our own shop and built the OrbisX CRM booking calendar from real-world experience as we solved problems we encountered when trying to use other cumbersome and complicated booking calendars.

The OrbisX booking calendar is user-friendly, fast, and displays everything you need to see in a quick snapshot. You can easily see a day’s list of jobs without leaving the screen and you can quickly add notes, mark a job complete, confirm an appointment, mark a no-show, and see crucial details at a glance such as the # of jobs for the day, $ count for the day and month as well as see if you met your daily goal or not (green for met and black for below daily $ goal).

Learn how to create new appointments in the powerful OrbisX CRM for auto shops and how to manage daily jobs, mark jobs complete, mark no-shows, add notes and even how to quickly read the financial snapshot of how your detailing business is doing just by looking at the calendar quickly.