Overview
Calendar lets you drill into daily, weekly, and biweekly scheduling, manage reservations, and start and finish contracts to optimize your rental and loaner operations.
How does it work?
In Calendar, you can view your dealership’s day, week, or biweekly schedule, and filter by Contract Status, Vehicle Groups, and Vehicle Status, Contract Type, and Odometer. You can also manage reservations and start and finish contracts.
Sort the Calendar by Day, Week, or Biweekly to Drill into Scheduling
Sort the calendar by following the steps below:
- Navigate to the top-left section of the Calendar
- Select Day, Week, or Biweekly
- Select the arrows to view the previous or subsequent
day, week, or month
Filter the Calendar
You can filter Calendar by Contract Status, Vehicle Groups, and Vehicle Status, Contract Type, and Odometer. To filter, follow the steps below:
- Navigate to the top-right section of the Calendar
- Select Filter to filter by contract status
- Select all applicable filters
- Select Apply
Hover over a Vehicle to View the Details
In the Vehicles section of the Calendar, hover over a vehicle to view the following details:
- License Plate
- Stock
- Odometer
- VIN
- Status
- Vehicle Groups
Hover over an Event to View the Details
In the Vehicles section of the Calendar, hover over an event to view the following details:
- Booked Vehicle
- Booked Vehicle Group
View Incomplete Customer Profiles
An alert icon will appear on reservations and contracts when the associated Customer Profile is incomplete.
Create and Modify Reservations
In the Reservations section of the Calendar, you can easily modify reservation details, assign a vehicle to a reservation, or begin the contract workflow.
Create a Reservation via Click & Drag
- Navigate to Reservations
- Click and drag an event to the preferred timeslots
- When the Contract Details pop-up occurs, input the customer name,
pickup & drop-off date and time, Vehicle Group, and Service Advisor - Select Save
Create a Reservation via "Create Contract"
- Select Create Contract from the top-right of the Calendar
- Once redirected to New Reservation, select a customer and input scheduling details and additional information
- After creating the reservation, it will appear in the Calendar under Reservations.
Update Pickup & Drop-off Date and Time via Click & Drag
- Navigate to Reservations
- Locate the applicable reservation
- Click and drag the reservation to the preferred timeslots
- Observe a popup indicating that the date/time has been updated
Assign a Vehicle to a Reservation via Click & Drag
- Navigate to Reservations
- Locate the applicable reservation
- Click and drag a reservation into the Vehicles section
and drop the reservation onto the preferred vehicle - Observe the reservation transitions into a Pending contract
in the Vehicles section (the contract must be manually started)
To successfully assign a reservation to a vehicle via drag and drop, the vehicle must belong to the Vehicle Group associated with the reservation, and it must be in an available vehicle status.
If the vehicle does not belong to the Vehicle Group, a popup will appear to notify you that the vehicle cannot be assigned to the reservation. In this case, you may drag and drop the reservation into a different vehicle.
Start and Finish Contracts
In the Vehicles section of the Calendar, you can easily start pending contracts and finish started contracts.
Start Pending Contracts
- Navigate to the Vehicles section of Calendar
- Locate and select the applicable Pending contract
- Once redirected to Contract Details, select the Manage tab
- Scroll to the bottom of the page and select Start Contract
Finish Started Contracts
- Navigate to the Vehicles section of Calendar
- Locate and select the applicable Started contract
- Once redirected to Contract Details, select the Manage tab
- Scroll to the bottom of the page and select Finish Contract