TABLE OF CONTENTS


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Guide: Scheduling


Part 1: The Customer Booking Experience

This is the process your customers will follow when interacting with the TireConnect widget on your website.

  1. Enter a tire size into the widget and click Find Your Tires Now.

  2. Click Make an Appointment from the quote screen.

  3. Enter a phone number and click Next to receive an SMS text message verification code.

  4. Input the verification code to move to the next step.

  5. Enter required personal information, including Name, Email, and Vehicle details.

  6. Select a preferred servicing method (e.g., Stay and Wait, Vehicle Drop-off, or Mobile Service).

  7. Select an available date and time from the calendar, then click Next.

  8. Select a transportation option (if "Drop-off" was selected) or enter a service address (if "Mobile Service" was selected).

  9. Review the final appointment details and quote, check the disclaimer box, and click Confirm to finalize the booking. A confirmation copy is automatically sent to both you and the customer.


Part 2: Managing Your Calendar (Admin View)

This section covers how to view, create, edit, and cancel appointments within the TireConnect admin dashboard.

  1. Log into TireConnect and select Dealers from the left-hand menu.

  2. Click the Actions button (to the far right of your dealer name) and select Calendar. Choose a specific location at the top of the screen if you manage multiple shops.

  3. Use the filters at the top to narrow down the schedule by Appointment Type or Payment Status (Paid/Unpaid).

  4. Use the arrows to navigate between previous and future dates, or switch the layout between Month, Week, Day, or List views.

  5. Click any appointment on the calendar to open a details popup. This displays customer info, selected services, payment status, and a color-coded service icon (e.g., Green for Mobile, Yellow for Wait, Blue for Drop-off).

  6. Click New Appointment at the top right to manually book a service.

  7. Select an existing customer from the dropdown (which auto-populates their vehicle info) or click New Customer to start fresh.

  8. Verify or edit the customer's service options and drop-off preference, then click Next.

  9. Select an available date and time, verify the customer's address, and click Confirm to lock it in.

  10. Click on any future appointment on your calendar to reschedule or add notes, then click Update Appointment to save changes.

  11. Cancel an appointment by selecting the cancel option on the appointment details screen and confirming the warning prompt.


Part 3: Customer Management

This section explains how to manage your database of scheduled customers.

  1. Click Scheduling at the top of your admin screen and select Customers from the dropdown.

  2. Search for a specific customer using the magnifying glass icon or apply filters using the upside-down triangle icon.

  3. Click the Details button next to a customer's name to view their full profile.

  4. Edit customer details or add secondary items (email, phone, vehicle), then click Update to save. (You also have the option to delete a customer here).

  5. Click New Customer at the top right corner to manually add a profile, fill in the details, and hit Submit.

  6. Click the History button on a customer's profile to view an expandable log of all their past appointments.

  7. Click New Appointment directly from the customer screen to quickly start a booking for that specific person.


Part 4: Configuring Scheduling Settings

These steps allow you to customize how the scheduler functions for your shop.

  1. Click Scheduling at the top of the admin screen and select Settings.

  2. Set a Buffer Time to automatically block off a specific number of minutes between appointments (e.g., 10 minutes for cleanup).

  3. Set the Maximum appointments per day to cap your daily intake.

  4. Configure your booking window by setting the maximum days in advance and the minimum time ahead a customer can book.

  5. Toggle the option to sync availability times with your tire widget (useful if specific tires require lead time for delivery).

  6. Adjust the Appointment Duration to reflect your intake blocks (Note: this is strictly for calendar management, not the actual duration of the mechanical service).

  7. Toggle Allow drop off, Wait at shop, and/or Mobile service, and configure the maximum daily capacity for each.

  8. Set up the transportation options page (if Drop-off is enabled) by customizing the title, description, and disclaimer fields for how customers can leave your shop.

  9. Toggle the address setting if you want to capture customer address details regardless of their service type.

  10. Configure automated appointment Reminders via email or SMS.

  11. Click Save at the bottom of the page to apply all changes.