Workshop Software

Each new booking goes into Workshop Software as a booking request, with the customer and their car, so you never type it in twice. Copy your public booking link from Workshop Software, send it to us, and we connect it for you.

TapBook takes the bookings, from Google, your website and your phone, and Workshop Software keeps running your workshop. You don't change how you work in Workshop Software.

• Every booking, quote request, call-back and enquiry goes to Workshop Software as a booking request, including ones the phone assistant takes and ones your team adds.
• Each request has the customer's name, mobile and email, and their car's rego, make, model and year from your booking form.
• A booking is requested for its day, with its time in the note. A quote request, call-back or enquiry is requested for the day it came in.
• Each request goes in as the appointment type with the same name as the service or an extra, such as Logbook Service. The rest go in as the appointment type you choose.
• Everything else the customer told you is in the request's note, with a link back to the booking in TapBook.

You approve each request in Workshop Software, as you do with your own online bookings. Workshop Software puts it in your booking diary, and matches the customer and their car or adds them.

You need:

• Public Booking in Workshop Software, which comes with the Gold and Platinum plans.
• Your appointment types set up under CRM Tools, Public Booking.
• About two minutes.

1. Log in to Workshop Software.
2. Open CRM Tools, then Public Booking.
3. Copy the link under Public URL. It starts with https://my.workshopsoftware.com.au/bookings.html#/ and ends with your token.

It's the same link your customers book with, so there's no API key to set up.

Email the link to hello@tapbook.au. In the same email, tell us:

• The appointment type for bookings whose service has no appointment type of the same name, such as Repair.
• Which business, if you have more than one on TapBook.

We connect it, then send a test booking with you so you can see it arrive in Workshop Software.

1. Make a test booking on your booking page, with a rego, make and model.
2. Within a minute, your Workshop Software Dashboard shows a new booking request. Open it to see the customer, the car and the note.
3. Delete the test request in Workshop Software, and cancel the test booking in TapBook.

Workshop Software doesn't let other apps change a request once it's sent, so a move or cancel in TapBook doesn't reach it. TapBook's log on Settings, Workshop Software says what to change, with the new time.

A booking cancelled before it went to Workshop Software never goes.

Public Booking comes with the Gold and Platinum plans. Upgrade from your Workshop Software Dashboard, or ask your account manager.

TapBook uses the appointment type with the same name as the service, and the one you chose for the rest. Rename the appointment type in Workshop Software to match the service, or change the request when you approve it.

Your public booking link changed, or Public Booking was turned off. Copy the link again from CRM Tools, Public Booking, and send it to us. Bookings made in the meantime go across once it's connected again.

They go to Workshop Software too. Every booking and request goes the same way, wherever it came from.

See MechanicDesk.