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Appointments

OverDrive doesn't handle appointments — scheduling lives in Steer. When a customer wants to book, or you need to see what's on the schedule, you work it in Steer, not OverDrive.

Use this when

  • A customer asks to book, move, or cancel an appointment.
  • You need to see the day's appointment schedule.

Do it

  1. Sign into Steer.
  2. Open the customer's appointment schedule to see what's already booked.
  3. Set, move, or cancel the appointment in Steer as needed.

Nothing about the appointment posts back into OverDrive. When the customer arrives for their visit, start the repair order in OverDrive as usual.

Escalate

If you can't get into Steer, or the schedule won't load, post in the store's OverDrive support channel with what you're seeing.

Learn the flow

Creating an RO — what you do in OverDrive once the customer arrives for the appointment.