Configuring The DC Scheduler

Configuring The DC Scheduler

How to Configure Appointment Settings in DC

Want to streamline the booking process for your customers? By setting up your DC Scheduler, you will now have the ability of having customers avoid the hassle to calling in, and now have the ability to schedule their service appointments online!

To get started, View your Site Detail Page.

You can get here by clicking Sites to the left of your dashboard, and selecting the business location you want to view.

Click Scheduler "Edit."






Toggle to Enable Scheduler.

Enables or disables the scheduler.





Toggle ON if you want to Send SMS Confirmations.

If enabled, customers receive an SMS confirmation after booking an appointment.





Toggle ON if you want to Send Email Confirmations.

If enabled, customers receive an e-mail confirmation after booking an appointment.





Click "Click to Change" Accent Color.

Change up the look of your scheduler 





Click "Choose Color" for the Calendar.

Select any color of your choosing to change the aesthetic look of you calendar





Toggle ON if you want to allow Same Day Bookings.






Choose your Same Day Booking Buffer.

This will allow you to control how quickly a same day booking will come in for their appointment. This will be dependent on the Slot Interval.





Enter Slot Interval.

Defines how frequently time slots are made available to customers (in minutes). For example, setting this to 30 minutes allows bookings at 30-minute intervals.





Enter Appointments Allowed Per Day.

Specifies the maximum number of appointments that can be scheduled in a single day.





Enter Max Hours Per Day.

Indicates the total number of hours that can be booked per day. If individual service durations are not defined, each appointment booked will reduce the available hours.





Enter Drop-Offs Per Time Slot.

Determines the number of drop-off appointments allowed within a single time slot. For instance, setting this to 2 allows two customers to book the same time slot for drop-offs.





Enter Waiters Per Time Slot.

Defines how many waiting appointments can be scheduled in a single time slot. For example, setting this to 2 enables two customers to book the same time slot for waiting.





Enter Max Bookings Ber Time Slot.

Sets the total number of bookings permitted in a time slot, regardless of the type of appointment. For instance, setting this to 2 allows any combination of drop-offs and waiters to share the time slot, up to the specified limit.





Type Unserviceable Makes.

Type in any vehicle make(s) you want to avoid working on.  If not applicable, leave blank.





Type Unserviceable Models.

Type in any vehicle model(s) you want to avoid working on.  If not applicable, leave blank.





Select Oldest Model.

Old vehicles you want to avoid? select the oldest you would consider working on.





Select your Drop Off Window.

Specifies the range of time slots available for drop-off appointments. For example, with a window from 8:00 AM to 5:00 PM and a 30-minute interval, 18 time slots would be available for drop-offs.





Select Waiter Window.

Defines the range of time slots available for waiting appointments, applying the same logic as the Drop-Off Window.





Enter No Availability Message.

Customize the message you want if there is no availability.





Type in Confirmation Message.

Set your conformation message to the customer upon completing the booking.





Enter Bailout Message.

Did a customer stop their appointment booking? You can add a personal message to bring them back.





Select a Service to Edit.

You can add new services to your Scheduler, or editing the existing ones.





Enter Service Name.






Enter in Hours.

Specifies the duration of the service. For example, if set to 30 minutes, the service will occupy that time slot. Total service durations booked will be deducted from the Max Hours Per Day.





Choose Service Icon.

This icon will appear in your scheduler to give it a visual appeal to the customer.





Type Service Description.

General description of the service you are offering.





Enter Daily Service Cap.

Sets the maximum number of appointments for a particular service that can be booked in a day. Leaving this field blank means no limit is imposed. If set to 2, only two appointments for the service can be booked in a day.





Enter Timeslot Cap.

Defines how many bookings for a specific service can occur in a single time slot. For example, setting this to 2 allows two bookings for the same service at the same time. This cap takes precedence over the overall Max Bookings Per Time Slot.





Toggle ON to Drop Off Only.

If enabled, the service will only be available for drop-off appointments.





Toggle On Skip to Form.

If enabled, the scheduler bypasses the service selection step, taking customers directly to a form to input their details. This is useful for non-bookable services, allowing customers to describe their needs via a freeform text field.





This provides you with a direct link you can use for advertising, mailers, and campaigns.





Click to CREATE and View Your QR Code.

You now have access to create and view your QR code directly to your scheduler





QR Code Overview.

You can view useful information such as how many times your QR code has been used.





Click Close.






Click Expand.






Copy Appropriate Code.

This code is used for pasting the scheduler into your website and other places.  Refer to your IT to properly set up the scheduler where you need it.










Click Save.

Don't forget to save when finsihed.






Idea

Need Assistance? Click to view Configuration Help.










    • Related Articles

    • Scheduler Integration

      Scheduler for a Single Site on a Single Page Code snippets are found in the Scheduler Edit modal and are already populated with the site Id of you site you select in step 2 Choose the site that you will want to implement the Scheduler for Click the ...

    • DC Connect+

      DC Connect+ is a mobile app enabling access to calls, text, voicemail and notifications while on the go. This guide highlights the login process and the various features of the app. Your shop must be on our latest voice infrastructure to use the ...

    • Campaigns Overview

      Campaigns are a great way to stay in touch with your customers and employees. This article will give you an overview of the Campaign module and how to navigate through the page. New Campaign This is where you go to create your new Campaign. Edit ...

    • How to block time slots from the online scheduler

      This guide provides a straightforward method for effectively managing your online schedule by blocking specific time slots. It offers step-by-step instructions that simplify the process, ensuring that you can easily prevent bookings during designated ...

    • Welcome to DC - New Customer Onboarding Timeline

      We are thrilled to be working with you and your business! DC offers essential services to streamline your operations, and we're here to make the transition smooth and efficient. Below is an outline of the onboarding process with each step and the ...