Events

Create events to track appointments, test drives, follow-ups, and tasks.

Creating an Event

1. Navigate to Planning
2. Click Add Event or click on a calendar date
3. Fill in event details
4. Click Save

Event Details

Required Fields

Optional Fields

Event Types

Meeting

Use for scheduled appointments:

• Sales consultations
• Delivery appointments
• Follow-up meetings
• Trade-in appraisals

Test-Drive

Use for vehicle demonstrations:

• Scheduled test drives
• Vehicle comparisons
• Extended demos

Link the test-drive event to specific vehicles so you can track which vehicles generate interest.

Task

Use for action items:

• Follow-up calls
• Paperwork completion
• Vehicle preparation
• Internal reminders

Tasks don't require a specific time - they can be all-day items with a due date.

Managing Events

Editing Events

1. Click on an event in the calendar
2. Modify the details
3. Click Save

Rescheduling

Drag and drop events to a new date or time on the calendar. The event updates automatically.

Changing Status

Update status as you progress:

1. Open the event
2. Change status to Pending when starting
3. Change to Complete when done

Deleting Events

1. Open the event
2. Click Delete
3. Confirm deletion

Deleted events are permanently removed.

All-Day Events

For events without a specific time:

1. Enable All Day when creating the event
2. The event appears at the top of the day

All-day events are useful for:

• Task deadlines
• Delivery dates
• Document due dates

Recurring Events

DealerSpot currently supports individual events. For recurring appointments:

1. Create the first event
2. Duplicate as needed for future dates

Event Notifications

Team members assigned to an event can see it on their calendar. Use descriptions to include relevant details and instructions.

Next Steps