As a customer, you can schedule service appointments for vehicle repairs and maintenance jobs from an Experience Cloud site. Use a self-service flow to select the service type, the nearest service center, a technician skilled at the service, and a convenient time slot.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To schedule a vehicle service: | Create access on Service Appointment |
- From the App Launcher, search for and select Vehicles.
- Open a record from the list view.
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Click
and click Schedule Service
Appointment.
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Select the type of service that you want.
All active work type groups of category Vehicle Service are displayed.
- Click Next.
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Search for a service center location by typing in the dealer’s name or the city.
The Name and City fields on a service territory record are used by the flow to find relevant records.
- Select a dealer location.
- Click Next.
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Select a technician who performs the service.
All technician-type service resources whose skills match the specific work type for the dealer’s service territory are displayed.
- Click Next.
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Select a date and time when the vehicle service appointment is scheduled.
The time slots displayed are based on the service representative’s availability.
- Click Next.
- Review the appointment details and enter notes if necessary.
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To complete the booking, click Confirm.
If the appointment is scheduled, you see a confirmation message on the next screen.
You can view the list of scheduled, ongoing, and completed service appointments on the Related tab of the vehicle record.