With Appointments 2.0, managing your scheduled visits just got faster, simpler, and more intuitive. In this guide, we’ll walk through:
Adjusting your dealership’s No Show timing
Appointment Types
When creating an appointment, you can choose from four types:
Sales Appointment: A customer visit to discuss buying a vehicle.
Delivery Appointment: When the dealership delivers a sold vehicle.
Service Appointment: For vehicles being serviced. (Note: CRM doesn’t sync with service scheduler or DMS in real time.)
General Appointment: Any other customer interaction not tied to sales, delivery, or service.
How to Create an Appointment
Open the Deal Card
Head to the customer’s deal card and click the Activity tab.
Click the “Appt” Tab
This is where you’ll manage all appointment-related actions.
Select Appointment Type
The default is Sales, but you can choose a different type from the dropdown if needed.
Pick the Date
Choose the correct date the customer plans to visit.
Set the Time
Choose a time slot. You can also type in a custom time if the preset options don’t match.
Assign a User
Select who will be handling the appointment. To assign to another team member, the user must have the appropriate appointment permissions.
Click Save
That’s it! The appointment is now on the customer’s timeline and visible to your team.
Pro Tip:
Appointments move deals into the Visit stage when checked in. Use this to keep your pipeline clean and accurate.
Managing Appointments
From the Appointments menu (calendar icon in top nav), you can now:
Access the full Customer Card from any appointment
Take on the Customer Card: Edit, Confirm, Cancel, or Delete
Filter appointments
Filter by date
Use the Today button to jump to today’s schedule
Print or download the list
Confirming an Appointment
You can confirm from either:
A) Appointment Menu
Open the calendar icon
Select an appointment. This will open the Customer Card
Go to Activity Tab -> Planned section
Click Confirm under the appointment
B) Customer Deal Card
Go to Activity Tab -> Planned section
Click Confirm under the appointment
Canceling an Appointment
Click on an appointment to open the Customer Card
Go to the appointment under the Planned section of the Activity tab
Click Cancel and confirm your choice
*You must have cancel appointment permissions enabled
Rescheduling an Appointment
Available from either location:
Click on an appointment to open the Customer Card
Click Edit under the appointment
Choose a new date and time (must be in the future)
Click Save
*Requires: Edit Appointment permission.
Reassigning an Appointment
Click on an appointment to open the Customer Card
Click Edit under the appointment
Choose a new user from the dropdown.
Click Save.
*Requires: Edit Appointment + Appt Reassignment (set to Team or Store).
Marking an Appointment as a “Show”
A customer is automatically marked as a Show when checked in on the same day as the appointment.
Check In from:
Appointment Menu: Click Check In on the appointment.
Customer Deal Card: Click Check In on the deal.
*You must check the customer in on the day of the appointment. After that, it cannot be marked as a Show.
Marking as a “No Show”
By default, DriveCentric will mark an appointment as a No Show if the customer hasn’t been checked in within 60 minutes of the scheduled time.
This cannot be manually overridden.
The customer must be checked in on the same deal card on the same day.
Adjusting the No Show Timing
Click your user profile > Store Settings.
Go to Preferences > “Minutes To Wait to Mark Appointment No Show (Default 60 minutes if not set)”.
Enter the desired time (in minutes).
Click Save.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!