Make appointments and control flow of customer vehicles Online Course

Make appointments and control flow of customer vehicles

Gain the practical skills needed to manage vehicle bookings, coordinate customer service, and maintain a smooth workflow in automotive service environments. This course is perfect for receptionists, service advisors, workshop coordinators, and anyone working in car dealerships, garages, or service centres.

A well-managed appointment and vehicle flow system is essential to customer satisfaction and operational efficiency. This course will teach you how to handle bookings professionally, track vehicle movements, and ensure each customer receives timely and reliable service.

You will learn how to:

  • Use scheduling systems to book and manage vehicle appointments

  • Maintain accurate records of customer interactions and vehicle history

  • Organise and prioritise service work to avoid delays

  • Handle multiple bookings and changes without losing control

  • Provide excellent customer service during the vehicle servicing process

This course helps you become the key link between customers and the workshop—ensuring every service runs smoothly and professionally, from booking to collection.

 

Upon achieving this unit standard, the learner will be able to operate clerical systems and apply business practices effectively. They will be capable of providing customers with quotes for automotive repairs and services, ensuring accuracy and clarity. Additionally, the learner will be adept at booking in work for an automotive service and repair business, managing schedules efficiently. They will also be skilled in attending to customer inquiries in accordance with company policies and procedures, ensuring a high standard of customer service.

Course Content

  • Data is entered using company standard data capturing methods.
  • Appointments are made in accordance with standard workplace procedures and practices.
  • Time and stress management principles are applied to overcome customer anxiety in accordance with company policies and procedures
  • Customer details and vehicle service history are established according to company standards.
  • Prices of repairs and services are accessed in terms of the product range necessary or on offer with reference to company strategies.
  • The quote is formatted in accordance with company policies and procedures.
  • The quoted price is verified according to company policies and procedures
  • Available hours for sale are ascertained on a daily basis in accordance with standard procedures.
  • The customer and vehicle service history is maintained on the service centre record-keeping system in terms of building a relationship with the customer
  • The availability of parts is ascertained with reference to the job requirements.
  • An appointment is agreed with reference to ensuring customer convenience and workshop availability.
  • Courtesy services are arranged in terms of customer needs and in accordance with company policies and procedures.
  • Information related to the customer and required service is disseminated to the relevant service and repair areas in accordance with standard company procedures.
  • Customer courtesy is displayed in accordance with company policies and with reference to acceptable language communication at all times.
  • The customer’s inquiry is handled efficiently and in accordance with company policies and procedures.
  • The customer is directed to the responsible person in accordance with company procedures.
  • Non-accredited: Short course only  
  • Duration: 1h 30m
  • Delivery: Classroom/Online/Blended
  • Access Period: 12 Months 
Scroll to Top