Scheduling

Scheduling is where you control online booking — when customers can book, what services they can choose, and whether TracsConnect takes the booking or hands it off to AutoOps or Setmore.

Use this section when you are setting up:

• Native Booking in the Customer Portal
• Scheduled drop-off from the Drop-Off Wizard
• AutoOps or Setmore as the booking surface customers see
• Shop rules for hours, lead time, how many cars you can take per slot, services, and confirmation messages

Where scheduling lives

Sign in to your dashboard, then open Scheduling from the sidebar.

Scheduling is a five-step guided setup. Work through the steps in order the first time, then come back to any step to make changes.

Step	What it controls
Foundation	Booking profile, business hours, how long each booking slot is, public booking windows, and how many cars you can take per slot.
Services	The services customers can book online and how those services are grouped.
Policies	How far ahead customers must book, how far into the future they can book, same-day booking, and customer or vehicle rules.
Exceptions & Notifications	Closed days, holidays, partial blocks, and the messages customers receive after booking.
Review & Activate	Test your settings and flip the switch to turn online booking on.

Booking profiles

The first thing you pick in Foundation is the booking profile — how customers access online booking.

Profile	Use it when
TracsConnect Native	You want TracsConnect to handle the booking flow directly.
AutoOps	Your shop already uses AutoOps and wants customers to book there.
Setmore	Your shop already uses Setmore and wants that calendar to handle booking.

Note

When AutoOps or Setmore is selected, native settings like service rules, booking windows, and slot limits only matter if you switch back to TracsConnect Native.

What customers see

For Native Booking, customers move through a short flow:

1. Choose one or more services.
2. Choose whether they will wait or drop off, when both options are allowed.
3. Enter vehicle details.
4. Enter contact details.
5. Pick an available time.
6. Add notes.
7. Review and submit the request.

For scheduled drop-off, customers choose from services that allow drop-off, pick a time, and confirm.

What to read next

1. Set up online scheduling for the full setup path.
2. Services for bookable service setup.
3. Hours, capacity, and policies for availability rules.
4. Preview and activate before turning booking on.