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Marking an Appointment Shown

Marking as a show

Genius avatar
Written by Genius
Updated over a week ago

DriveCentric automatically tracks whether a customer shows for their appointment based on check-in activity. Here’s how it works and what to do if adjustments are needed.

How Appointments Are Marked as Shown

An appointment is automatically marked as Shown when the customer is checked into the store on the scheduled appointment date.

To check a customer in:

  1. Open the Customer Deal Card

  2. Click the Check In button

Once the customer is checked in:

  • The appointment moves from Planned to Past activity

  • The appointment status updates to Customer Showed

No-Show Appointments

By default, DriveCentric will mark an appointment as a No Show if:

  • The scheduled appointment time passes

  • The customer has not been checked in

  • 60 minutes have elapsed since the appointment time

Customizing the No-Show Timer

  • The number of minutes before an appointment is marked as No Show can be adjusted in Store Settings

  • This setting is only available to users with Manage Store permission

Updating a No-Show to Shown

If a customer is checked into the store on the same day as the scheduled appointment, DriveCentric will automatically update the appointment from No Show to Shown.

Additionally, users with Expert permissions can manually update a No-Show appointment within 48 hours of appointment start time.

To manually mark an appointment as Shown:

  1. Open the Customer Deal Card

  2. Go to the Activity tab

  3. Scroll to the Past section

  4. Locate the appointment

  5. Click Mark Show

Marking an appointment as Shown will automatically:

  • Create a customer visit

  • Update the deal status

  • Log a check-out and check-out note

  • Update the appointment calendar

  • Update appointment-related reports

Need Assistance?

For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!

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