FlightBoard: Creating an Appointment with Customer Search

Creating a New Appointment

  1. Go to https://www.bizzycar.com/sign-in and log in to your account.                                     

  2. Once logged in, click FlightBoard from the left panel, then click Create Appointment.

     

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  3. Do a customer lookup, enter any of the following information:

    Name, VIN, or Phone Number, then click Search.

     

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    • Note: Only customers with identified recalls from your BizzyCar leads will appear.

  4. Select the correct customer from the results, then click Select Customer.   

          

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Set Appointment Details

  • Review the Consumer and Appointment Info.

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  • Under Services, add any required services.

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    • Note: Service options are integrated with your scheduling system. Contact your BizzyCar Success Team to update these.

  • All mobile-eligible recalls are automatically selected.

    • Deselect the service that you are unable to perform.

    • Click Campaign Details for recall info.

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Finalize the Appointment

  1. Enter an Appointment Reference Number.


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  2. Select a Driver.

     

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    • The Max. Scheduled number shows how many appointments the driver already has.

     

  3. Choose the Date and Repair Time.

     

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  4. Adjust the Job Length using the +/- buttons.

     

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  5. Review or edit the Repair Address.

     

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    • A “within range” message confirms it’s inside the driver's service area.

     

6. Add any Comments for the driver. Then click Create Appointment to save and apply settings.

 

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View Appointment

The new appointment will appear on the Live Driver Map and Daily Calendar of the FlightBoard.

 

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