There are four appointment types available in DriveCentric to select when you are scheduling an appointment for the Customer either on the Customer Card. When you click on the "Appointment" icon to schedule an appointment, it will show you the options you can choose from to schedule the appointment. These options are shown below:

Sales Appointments - A Sales Appointment is an appointment scheduled with a date and time to have the prospective buyer come into the Dealership to meet with the staff to discuss purchasing a vehicle.

Delivery Appointments- A Delivery Appointment is an appointment scheduled with a date and time to have the Dealership deliver a purchased vehicle to a customer.
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​Service Appointments- A Service Appointment is an appointment scheduled with a date and time that a customer will come into the Dealership to have their vehicle serviced in the Service Department. As a note, DriveCentric's CRM does not communicate with your store's service appointment scheduling system or your DMS.
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​Stores with Reynolds DMS integration can view a daily list of DMS scheduled service appointments within DriveCentric when the feature has been enabled. The DMS Service Appointment feed is received one time per day. Appointments scheduled after the feed is received will not be visible in DriveCentric.
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​​General Appointments - A General Appoinment is an appointment scheduled with a date and time for a customer for any generic reason. This would not specifically related to a Sales Opportunity, Delivery of a vehicle, or having Service scheduled at the Dealership.

Creating Appointments in DriveCentric is a necessary part of the Sales Process. Once you and your customer decide upon a specific date and time for the customer to come into the Dealership, you will want to go to their Customer Profile and create an Appointment. Here are the steps below to create an Appointment in DriveCentric:
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1) To create an appointment, open the customer deal card and navigate to the Activity Tab

2) You will now click on the "Appt" tab to start scheduling your Appointment

3) By default the appointment type will be Sales. You can choose another appointment type if necessary from the first drop-down box on the left (Delivery, Service, or General).

4) From here, you can select the Date of the desired Appointment for the Customer

5) Next, you can select a Time for the Appointment. In this section, you can also type in the desired timeframe (including AM or PM) if your agreed upon time from the Customer is not showing in the drop down options.

6) Select the assigned user for the appointment. User must have permission Edit Appointment and Appt Reassignment set to Team or Store to assign an appointment to other users.

7) Click Save to finish creating the appointment.

Now you have successfully created an Appointment for your Customer!

Confirming an Appointment is a pivotal step in the process for managing your Appointments. Not only are you confirming with your Customer that they are still coming in for the desired date and time, but marking the Appointment as Confirmed is also included in DriveCentric Reporting to help your Dealership better understand how your Appointments are being worked.

To Confirm an Appointment, you would need the Edit Appointments and Confirm Appointments permission in DriveCentric. If you do not see the confirm appointment option that means you do not currently have the necessary permissions to confirm the appointment.

There are two locations to confirm an appointment in DriveCentric: The Appointment Menu and the Customer Deal Card.

Confirming Appointments from the Appointment Menu

Step 1) Click on your Appointment Menu on the top menu bar (Calendar Icon).

Step 2) Select the appointment you want to confirm.
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Step 3) Check the "Confirmed Appointment" box and click Save.
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Confirming Appointments from the Customer Deal Card

Step 1) Open the Customer Deal card for the specific Appointment and navigate to the Activity Tab.

Step 2) Underneath where you see the option to add Notes, Call, Email, etc., you will see the Scheduled Appointment. You can then click "Edit" underneath the appointment you need to mark confirmed.

Step 3) Click on the "Confirmed Appointment" box and click Save.

Now you have successfully Confirmed your Appointment for your Customer, meaning you verified the Customer is still coming to your Dealership on the desired Date and Time listed on the Appointment!

Sometimes Customers are unable to make their scheduled appointment and need to Reschedule the Appointment. If you have the required permission of "Edit Appointment", this will allow you to change the date and time of the Appointment to be scheduled for a later date and time. As a note, you cannot schedule an appointment for the past.

There are two locations to Reschedule an Appointment in DriveCentric: The Appointment Menu and the Customer Deal Card.

The Required Permission to Reschedule an Appointment is the "Edit Appointment" permission.

Reschedule an Appointment from the Appointment Menu

1) Click on the Appointment Menu (Calendar icon) on the top menu bar to open your scheduled Appointments for Today

2) Select the appointment you need to reschedule.

3) In the Date and Time fields, select the new date and/or time of the appointment. Please note, the Appointment cannot be scheduled for the past.

4) Once you have changed the date or time to a future date and time, click the save icon at the bottom.

Reschedule an Appointment from the Customer Deal Card

1) Open the customer deal card for the scheduled appointment and navigate to the Activity Tab.

2) Underneath where you see the option to add Notes, Call, Email, etc., you will see the Scheduled Appointment. You can then click "Edit" underneath the appointment you want to Reschedule for another date and time. If you do not see the word "Edit" then you do not have permission to Edit an Appointment.

3) In the Date and Time fields select the new date and/or time of the rescheduled appointment.

4) Once you have changed the date or time to a future date and time, click the save icon at the bottom.

Now you have successfully Rescheduled an Appointment for a future date and time for your Customer!

There might be times when an Appointment is scheduled for a Salesperson at the Dealership, but that Salesperson is not going to be able to make the Appointment with the Customer. If you have the necessary permissions, you can reassign the Appointment to another Salesperson, or Manager, at the dealership to help meet with the Customer when they come in for their Appointment.

The required Permission to reassign an Appointment to another User: Edit Appointment and Appt. Reassignment set Team or Store. For Appt. Reassignment set to Team user must be assigned to a team with other members for names to appear in the reassignment drop-down list.

There are two locations to Reassign an Appointment to another Salesperson or Manager in DriveCentric: The Appointment Menu and the Customer Deal Card.

Reassigning a Scheduled Appointment from the Appointment Menu

1) Click on the Appointment Menu (Calendar icon) on the top menu bar to open the Scheduled Appointments for today.

2) Open the appointment you need to reassign to a different user at the Dealership.

3) Click on the user who is listed in the "Assigned to" field.

4) Select the user you want to be reassigned to the appointment from the drop-down list.

5) Once you have selected the new User to reassign the Appointment to, click the Save icon at the bottom of the screen.

Reassigning a Scheduled Appointment from the Customer Deal Card

1) Open the customer deal card and navigate to the Activity Tab.

2) Underneath where you see the option to add Notes, Call, Email, etc., you will see the Scheduled Appointment. You can then click "Edit" underneath the appointment you want to Reassign to another User at the Dealership. If you do not see the word "Edit" then you do not have permission to Edit an Appointment.

3) Click on the user listed in the "Assigned to" field.

4) Select the user you want to be reassigned to the appointment from the drop-down list.

5) Once you have selected the new User to reassign the Appointment to, click the Save icon at the bottom of the screen.

You have now successfully reassigned an Appointment to another User at your Dealership!

If you have a Scheduled Appointment at the Dealership and your Customer Shows, you want to make sure you get credit for the Shown Appointment! In DriveCentric, the system will automatically mark an appointment as a "Show" once the customer has been checked into the store on the scheduled date of the appointment.
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​As a Note: If you forget to check your customer into the showroom at the time of their appointment, you can still check them in that same day to have your Appointment listed as a "Show". Once the day of the Scheduled Appointment is over, you will not be able to change your Appointment to be listed as a "Show" for the customer.

There are two locations to check your customer into the Showroom in DriveCentric: The Appointment Menu and the Customer Deal Card.

​Checking your Customer In from the Appointment Menu

1) Click on the Appointment Menu (Calendar icon) on the top menu bar to open the Scheduled Appointments for today.

2) Open the appointment you want to check into the Dealership to display that they showed for their Appointment and click the "Check In" icon.

3) Once you click the "Check In" icon, your Customer will be checked into the Dealership and their Appointment will now be marked as a Show (as long as you checked them into the Dealership on the date of their scheduled appointment).

Checking your Customer In from the Customer Card

Step 1) To check a customer into the store, open the customer deal card and click the "Check In" button.

Once checked in the appointment will move from the Planned activity to the Past activity and reflect that the “Customer showed”.

You have now successfully checked your Customer into the Showroom for their Appointment and the Appointment is marked as a "Show"!

By default, the system will mark a scheduled appointment as a No Show 60 minutes after the scheduled appointment time if the customer has not been Checked In to the store.

System functionality does not allow "No-Show" Appointments to be manually edited to reflect a show. The customer must be checked into the store the same day and same deal card as the scheduled appointment.

By default, the system will mark a scheduled appointment as a No Show 60 minutes after the scheduled appointment time if the customer has not been Checked In to the store.

Note: The minutes to wait to mark an appointment as a no-show can be customized in Store Settings by users with Manage Store permission.

1) Click your user account button and select Store Settings. If you do not see Store Settings in your User Account button menu you do not have Manage Store permission.

2) From the menu on the left select Preferences.

3) Select "Minutes to Wait to Mark Appointment No Show"

4) Enter the desired number of minutes to wait to mark an Appointment as a "No Show". Regardless of the time you enter, the Appointment will always be kept as a "No Show" appointment if you do not check the customer in on the date of their Appointment.

5) Once you have made your change in minutes, click the save icon below.

You have now successfully changed the minutes to wait to mark an Appointment as a "No Show" in DriveCentric!