SAM · Guide
Confirm a booking and turn it into a work order
EnglishUpdated Sep 13, 2026
Service Bookings holds appointment requests from the public booking form. Viewing bookings and managing them are separate permissions.
Review and confirm
- Open Operations → Service Bookings → Bookings.
- Find the request and check the date, slot, customer, vehicle and service description.
- Use Confirm when the appointment is accepted.
- Use Delay or Cancel if the visit cannot proceed as planned. Coordinate any replacement time with the customer.
Confirm attempts a WhatsApp update. Delay and Cancel attempt an SMS update. These actions depend on the connected messaging service; a saved status alone is not proof that the customer received a message.
Start the workshop visit
- Check that the booking has not already been converted and that no work order already represents this visit.
- Select Convert to Work Order.
- Review the result. Use Open Work Order to continue or Stay Here to return to bookings.
- Check the customer, vehicle, complaint, mileage and coverage on the created work order before adding repair work.
Conversion can find or create the customer and vehicle using the booking details. A typo or a different phone-number format can therefore lead to a duplicate record. Correct the resulting record before sending private customer information.
Share the booking form
Use Share booking link to obtain a link for a customer. The staff screen does not provide a separate verified New Service Booking form; the public form is the booking entry point.
What happens next
The booking becomes a converted visit linked to a work order. Inspection, estimates, technician work, invoicing and payment continue on the workshop records.
Troubleshooting
Do not repeatedly convert a booking after a slow response. Search Work Orders first: the current conversion flow needs extra care around retries. If Confirm is missing despite being able to view bookings, ask for booking-management permission.