Accepting New Customer appointments from the Online Scheduler in HITS BPOS
How does an appointment show up in HITS BPOS when made through the Online Scheduler?
- Appointments made in the Online Scheduler will be sent into HITS BPOS as a notification (Type: Online Appointment).
- Click the bell icon or press CTRL+Z on your keyboard to open the Notifications screen.
How do I accept the appointment to enter it into HITS BPOS?
- Double click the notification for the Online Appointment you wish to accept.
- Alternatively, single click its row, then click ✅ Process Notification.
- This will create a quote at the date/time for "TEMPORARY CUSTOMER"
When customer arrives for service
- Create a matching customer and vehicle in HITS at the time of service.
- Start the repair order.
- When moved to Check In or On Lot status, the appointment in Autoflow converts to an active visit.