Setup suggestions for test drive scheduling.. opinions wanted...

[Alejandro Gidi]

Hello guys.  I have used EA years ago and loved it. But my use was regular online meeting scheduling. 

Today a friend of mine asked me for a solution to the following issue he has. He sells automobiles, i thought about using EA, but  i am unsure on how to set it up. So im picking your more experienced brains on how to use it for the following scenario.

or is it even possible. 

They have 5 demo vehicles and 7 sales people. 

The issue: 

They use a whiteboard calendar to schedule who has schedules each vehicle for their prospect clients. ( totally analog )

The idea:

Salesman sends HIS link to prospect for the client to choose the automobile he would like to test drive and schedule it. 

But my question is, im not really scheduling an appointment with the salesman, i need to block the automobiles con the calendar. so no other prospect client can book it, and i need sales people to be able to see which demo vehicle is booked and by who so they don´t touch them.

So would you treat each automobile as a USER or as a Service?

all ideas and pointers are greatly appreciated. 

[Alex Tselegidis]

Hello! 

There might be some details that I'm missing, but based on your description it seems that the best approach would be to define the vehicles as USERS 

There must also be a service for the duration of the booking e.g. 30 minute rental or 60 minute rental etc. 

With this set up though we leave the sales people out of the scheduling workflow. 

For that though it is possible to introduce resource management, but that would require some additional changes. 

In that you will configure services and users normally and the vehicles will become resources that will automatically be reserved for each new booking. 

You can reach out to in...@easyappointments.org for a free quote on that. 

Alex Tselegidis, Easy!Appointments Creator
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