• Scheduler: Add/Edit Statuses

    How to add custom status entries to be used in the appointment editor

  • Canned Job

    Overview of creating a Canned Job with labor and parts, part kit option, quick CJ menu and more.

  • Schedule Overview

    Tour of the new Scheduler module including calendar views, display filters and options

  • Scheduler: Entering a Shop Event

    Creating a calendar event that is not driven by a customer appointment; exploring the options available.

  • Creating an Appointment

    Overview of creating an appointment in the calendar, entering additional information and also easily moving the appointment to another time when the customer says they can’t make it.

  • Counter Sale

    Overview of the Counter Sale process including part transfer and optional customer information.