Importing an appoinment instantly in Claire using the main page's search bar

Importing an appoinment instantly in Claire using the main page's search bar

This function allows you to import instantly an appointment from Keyloop to Claire.  When an appointment is just created in Keyloop, the appointment can be imported immediately into Claire in order to avoid any delays.

Prerequisite

In order to be able to use this function, your location needs to be using Keyloop API.

Importing the appointment

This function is availabe in the main page. 

In the search bar, enter the workorder number of the appointment that was not yet imported. The following result should appear with the Keyloop tag to the left.



Click anywhere on the result to simply import the appointment from Keyloop to Claire.

    • Related Articles

    • Using the search bar

      In the search bar, you can search by different topics: By WO number By name of the owner or driver of the vehicle By registration number If you search this way, Claire will display all corresponding items for that day. You can also search in the ...

    • Navigating the main page (appointment list)

      By default, the appointmentlist opens as soon as you log in. Here the following appointments are shown: Appointments with todays date Pinned appoinments Appointments with where a check-in is answered with accepted extra services or a customer remark ...

    • Changing the appointment listed on main page

      Purpose This new feature allows users to have a better overview of the appointment for the selected period. Prerequisite In order for it to be activated by the user, your location needs to have been configured. Simply contact us at ...

    • DMS garantie pin - Autoline Keyloop

      Indien een item als 'Garantie' gemarkeerd is in Autoline Keyloop, zal de interventie in Claire een garantie pin krijgen. De optie Importeer garantie pin moet per vestiging worden ingeschakeld door Support. Mail naar support@claireit.eu. Hoe werkt ...

    • Keep Importing option

      This option allows locations to keep information on work orders to be updated from their DMS until the WO status reached Car Ready and not Check started. Prerequisite Your location must be configured with our DMSv3 import tool in order for this ...