Orion by Auxo

Online Booking is a feature available exclusively for ORION-WebWorkshop customers. This feature allows workshops to send an online booking form to customers via email or SMS, enabling them to sign up, register their vehicle, and easily schedule a service appointment at their convenience.

Setup Online Bookings for webWorkshop

1. Navigate to WebWorkshop System Setup:
   • Go to the WebWorkshop System Setup and select Online Booking Setup. 
2. Activate Online Bookings:
   • From Online Booking Setup, click on Activate Online Bookings. 
3. Sections under Online Booking Setup:
   • Online Bookings: Your Public URL will be auto-populated once Online Booking has been Activated. 
   • Booking Types: Online Booking Types allow you to manually assign service options for customers to select when booking. You can add services based on Job Descriptions listed in ORION, which can be managed directly from ORION Desktop. 
   • Once added, these will be listed for customers to select when making an Online booking. 
4. Booking Settings: 
   • Locations Setup: You must select which Workshop Departments you want to include. This allows customers to choose their preferred workshop department when booking a service for their vehicle.
   • Booking Full At: Set the booking capacity as a percentage to manage booking requests effectively. This prevents available slots from being displayed once the job capacity reaches the set limit.
     • Note: If the capacity is set to 80% and the current job capacity is at 75%, customers can still make a booking - even if the job might exceed the set capacity.
5. Email Template/SMS Template: 
   • This feature allows you to send Job Reminders via Email or SMS once an online booking has been accepted and converted into a job.
   • You can create multiple templates from the Contact Template section.
   • When creating a template, select Job Card as the type. 
6. Follow-up Reminder Setup:
   • Navigate to Setup > Contact Template > Email and/or SMS Reminder. 
   • Type in OnlineBookingForms, then add a link and input [OnlineBookingUrl]. 

Now you're all set up check out [webWorkshop] Online Booking - Using webWorkshop Online Booking

Didn’t find what you were looking for? 

Our Support team are here to help, you can reach us by submitting a support ticket