This article explains how to add an appointment using the Add Appointments feature in CallerCX.
Note: This feature is not available for users on the full BDC Central platform version.
From the Menu Navigation bar, locate the Add Appointment link.
Selecting the Add Appointment Link will open a box that allows you to input the appointment details.
To create an appointment, select the following:
Department Type (Sales or Service)
Next, select Dealership (if applicable) and Brand.
Enter the customer's contact information (First Name, Last Name, and Phone number)
To enter the appointment date and time, click on the Appointment details drop-down box.
This opens the appointment selection box. After selecting the hour, minutes, AM/PM, and date click on Apply to save the selection.
Optional: Vehicle Notes may be added as needed.
Appointment Text Confirmations:
This feature must first be enabled for your specific Dealership. Refer to the following article for more information: Customer Appointment Confirmation Text Reminders
To send an Appointment Text Confirmation to the customer, the customer's consent must be obtained. Appointment Text Confirmations are sent to the customer's number at the time the appointment is booked and 1 hour prior to the scheduled appointment date and time.
After entering the customer's phone number and obtaining the customer's consent, click on the box next to "Customer text message consent received". If consent is not received, leave the box unchecked.
Note: Appointment Confirmation Texts will only be sent if the customer's consent box is selected.
Select "Save" to save the appointment.
