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Showing articles from booking tag

How to show more mechanics in the booking calendar

If you have recently hired more mechanics or you're looking at using the booking diary more, you might want to adjust the number of mechanics displayed in the booking calendar. In the image below you can see that there are only 4 mechanics displayed per page ![][1] You can change this by going to _Settings > Compan…

How to quickly create a booking in Workshop Software

## _**IF YOU ARE ON ANY PAGE IN WORKSHOP SOFTWARE OTHER THAN THE BOOKING DIARY**_ 1) If your customer is an exisiting customer, use the main search bar in Workshop Software enter in their car registration. 2) Click the **'calendar'** icon to create a booking. ![][1] By searching for the registration, when you crea…

How to create a labour product (required for bookings to appear in booking diary)

1. Click on **Products** from the menu options down the left hand side of the screen and then click on the '**+**' icon at the far right of the blue bar that says Products: ![][1] 2. Enter the details of the labour product, only the Item Code field is a required field, it is up to you how much information you enter …

vvGarage - How to set up your appointment types

VVGarage allows your customers to book appointments directly from your personalised app. However this cannot be done without 'Appointment Types' so it is important that this step is done properly. 1. Go to Settings > Public Booking on the bottom left hand side of Workshop Software. ![][1] 2. In the section called A…

How to delete a booking

1. Open the booking you want to delete by clicking on the day in the Booking Calendar and then * If you are in calendar view - double click on the booking * If you are in list view - double click on the line for the booking ![][1] 2. Click on **Delete** button located on the bottom left hand corner of the job …

How to change a quote to a booking

When you have created a quote (see how to do this by _clicking here_ - hyperlink to "to create a quote" ), you can change the item into a booking. You do this by: 1) Clicking on the Action (star) icon 2) Selecting "Create Booking" ![][1] [1]: https://hf-files-oregon.s3.amazonaws.com/hdpworkshopsoftware_kb_attac…

How to edit a booking in Workshop Software

Until a booking is started and turned in to a job card, changes can be made to it. 1. Go to **Booking Diary**. Open the job by clicking the day in the Booking Calendar and then click on the customer name, make sure to select the correct customer name on which Mechanic it is being assigned. ![][1] ![][2] You can ma…

How to set a holiday in your booking diary

Workshop Software allows you to create a holiday for your workshop in the Booking Diary section. This holiday will make all mechanics unavailable for the day so nothing can be booked. 1. Click on **'Settings'** from the list of menu options down the left hand side of the screen and then click on **'Schedule'**; ![][…

How to assign a mechanic to a booking

A booking can be created without assigning it to a mechanic and a mechanic can then be assigned or added at a later date. **Adding a mechanic at the time of creating a booking** For information on how to create a booking: [https://support.workshopsoftware.com/kb/article/102-how-to-create-a-booking- in-workshop-softw…

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