Pin on appointment

Pin on appointment

Pin function will allow you to achieve a clear overview on the Appointment list page. You can pin and unpin WOs that do no have have today`s appointment date. 

How it works

This function is fully optional and can be customized to have:
  1. Claire automatically pin the appointments (black pin). 
  2. Let users the option to manually pin appointments (red pin).
  3. Let users the option to unpin black pins.
An appointment is automatically pin with a black pin when:
  1. A check started
  2. The appointment status is changed out from Backorder.
  3. The appointment date is in the future when the appointment is set Car in shop.
  4. The appointment date is not today when the customer drop a key for that appointment.
  5. When the customer answers an online communication and its need to be handled.
An appointment is automaticaly unpin:
  1. Every morning at 5am based on your location setting.
  2. When Online Check-in is handled.
To know or change your location setting, contact the user at your location with the Dealer Admin role to know what is the selection or contact us at support@claireit.eu
Setting to unpin can be based on appointment status, dollar sign (Billed), and appointment date.
You can manualy pin with a red pin or unpin an appointment on the main dashboard and on the appointment details page.

Main dashboard:


Appointment details page.



Remember this will affect all other users, it why a notification was added when unpinning an appointment.


Explaining number of days count

On the main dashboard, on appointments that are not for today's date you will see on a number next to the appointment date.
This number indicate the difference in number of days between today and the appointment date. 


    • Related Articles

    • The Pin function (V8)

      The pin function is an effective way for the receptionist to mark an intervention and track any progress on it. It is used for simple notes or to tag specific items under warranty or recall. By using this function, the warranty dashboard feature is ...

    • Using the pin function

      The pin note is an effective way to highlight an intervention and keep track of any progression made on it. The pin note can be used for simple remarks or to tag specific intervention items under warranty or recall. By using this feature, you will ...

    • The appointment detail page (V8)

      In the work order, you will find the job description, issues identified by the mechanic, the points approved by the customer, and much more. We will guide you step by step through the meaning of everything you see on this page so that you fully ...

    • Prefilled Pin notes

      In the Notes Menu Dashboard it is now possible to add prefilled text to the Pin function. How to modify and add prefilled text Only users with an Dealer Admin role can modify and add prefilled text in the Note Menu Dashboard. Step 1 Open the Notes ...

    • De Pin functie (V8)

      De pin functie is een effectieve manier voor de receptionist om een interventie te markeren en eventuele voortgang erop bij te houden. Het wordt gebruikt voor eenvoudige opmerkingen of om specifieke items onder garantie of terugroepactie te taggen. ...