1. To manually book an appointment in the TSS web portal, navigate to the Appointments menu.
- Click the Add New button and select Appointments.
- Input the name into the search field to find an existing TSS customer.
- Select the desired customer’s name or name vehicle when it appears.
- TIP: If the customer has an existing appointment it will be displayed in the Appointments section of the search results. Click on the existing appointment and reschedule it rather than creating a second appointment.
2. Enter the Appointment Information.
- Select the date and time.
- Enter the DMS appointment number, if available
- Enter the repair order number, if available.
3. Enter the Vehicle Information.
- Select the customer’s vehicle.
- If the vehicle is not listed, click the Add New Vehicle tab to add a new vehicle.
- If there are no associated tire sets, click the Add Tire Set button to add a new set.
4. Enter the tire information
- Select a tire set to be retrieved from the drop-down list (if no tires are in storage, this option will not be available).
- Select a tire set to store from the drop-down list. (If no existing tire sets exist, click the Add Tire Set button).
- If the customer does not plan to re-store tires, click the ⊝ button to deselect the "Move Into Storage" option.
- You can choose to store or retrieve Inactive Tire Sets by pressing the down arrow next to either active tire set. Inactive sets will have a sleep icon beside them to indicate their inactivity.
5. Click the Save button to book the appointment.
Edit or Cancel and Appointment
- To edit and existing appointment, click on the appointment time or click the ••• menu on the appointment record and select the Edit Appointment option.
- Once the edit appointment pop-up is summoned edit the details, and click the Save button.
- To cancel an existing appointment, click on the appointment record ••• menu and select the Cancel Appointment option.
TIP: If you want to cancel the appointment but want the appointment to re-upload from the DMS when it is rescheduled select the Flag as a No-Show option. This will also provide an insight on the Analytics page.