Test drives, viewings & reservations
Arrange a vehicle time slot, assign a team member and keep the outcome with the customer record.
1.Choose the vehicle and customer
Open Bookings & reminders → Appointments. Search available stock by name or registration, choose a vehicle and enter the customer details. Creating appointments requires Manage Inquiries permission.
2.Set the time and responsibility
Choose Test drive, Viewing or Reservation, enter the start and end time, and optionally assign a team member. Overlapping active bookings for the same vehicle are blocked.
3.Close the appointment
Review appointment history and record Completed, Cancelled or No show with outcome notes. Unclosed appointments past their end time are shown as expired. A reservation does not mark a vehicle sold or record a payment.