Events overview

What you will accomplish

You will set up the services and workflows your facility performs again and again—storage intake, pickup, delivery, wash, detail, inspection, maintenance, customer visits, and internal shop tasks.

When event setup is done well:

Staff pick clear event names instead of guessing.
Customers book only the services that are ready.
Appointments use the right length, reminders, and available hours.
Required photos and checklists show up during the work.
Limited bays, lifts, and rooms are less likely to be double booked.

Most setup happens in Settings > Events & schedule. Those choices affect Schedule, Cars, Parking Spots, customer messages, photo documentation, and staff workflows.

Before you start

You can open Settings and Settings > Events & schedule. An owner or admin usually does this setup.
You have a short list of services your facility offers (intake, detail, pickup, inspection, and so on).
You know your normal business hours and which days you are closed.
If customers will book online, confirm Settings > Communications and Settings > Website & signup are ready.

Events and schedule settings page showing services and event types, closed days, default texts and emails, reminders, photo rules, and bookable resources — Events & schedule is where admins control the services, reminders, photo rules, and resource tools that support appointments and workflows.

What you can set up from Events

Event types - reusable service or workflow names such as Storage Intake, Detail Appointment, Vehicle Pickup, or Maintenance.
Customer access - decide which event types customers can request from customer-facing booking pages.
Photos and checklists - require staff to capture the right proof before an event is finished.
Scheduling rules - set duration, availability, reminders, closed days, and booking behavior.
Bookable resources - prevent overbooking limited items such as bays, lifts, rooms, staff time, or equipment.

How event setup fits together

Think of an event type as the instruction card for a repeatable task.

For example, a Detail Appointment event type can say:

Customers are allowed to book it.
The appointment takes 2 hours.
A detail bay is required.
Staff must take before-and-after photos.
The customer receives reminder messages before the appointment.

Once that event type is set up, your team can use it again and again without rebuilding the process each time.

Example: set up Storage Intake from start to finish

This walkthrough ties the guides together. Replace Storage Intake with any service your facility offers.

Create the event type
In Configure event types, add Storage Intake with Customer Accessible on and Assign Parking Spot on Completion if cars should be parked after intake.
Set hours and a 30-minute option
In Configure scheduling and booking options, set weekday hours and one booking option named Standard Intake (about 30 minutes).
Block holidays
In Set closed days for events, add facility-wide closed dates such as Thanksgiving. Customers should not be able to book online on those days.
Turn on a confirmation email and one reminder
In Set up event notifications and reminders, enable Scheduled → Email and one reminder 1 day before.
Require intake photos
In Configure photo rules, add zones such as Front, Rear, and Odometer for this event type.
Test on Schedule
Follow Test an event setup: book a practice appointment, confirm the time slot, and check that photos and parking steps appear when staff open the event.

Recommended setup order

Create or review event types
Start with the services and workflows your team uses most often. Each event type should have a clear name, description, customer access setting, and status. Read the guide
Set scheduling rules and booking options
Decide when the event can be booked, how long it takes, how much notice your team needs, and whether customers should choose service options. Read the guide
Add closed days
Block holidays, team training days, facility maintenance, or any date when customers should not book appointments. Read the guide
Choose customer messages and reminders
Decide which emails, texts, and reminders customers should receive before and during the event. Read the guide
Add photo rules for proof of work
Add photo requirements for events where condition, damage, or completed work should be documented. Read the guide
Set up bookable resources if capacity matters
Add resources when a service depends on something limited, like one lift, two detail bays, or a specific staff member. Read the guide
Test with a real appointment
After setup, run through Test an event setup. Create a practice appointment on Schedule, check the calendar, and confirm fields, reminders, photos, and resources behave the way you expect.

Schedule calendar with multiple appointments showing how tested event types appear on the weekly view — After you configure event types, a short test on Schedule shows whether names, colors, and time slots look right before customers rely on them.

How Events setup connects to Schedule

Your team does not live in Settings all day. After you configure event types here, everyday work happens on Schedule.

You set up in Events (Settings)	Your team uses it on Schedule
Event type name, color, and who can book	Schedule Event list and calendar colors
Scheduling hours and booking options	Available time slots when booking
Closed days and blockouts	Unavailable dates or no open times
Photo rules and workflow toggles	Open Event prompts during the visit
Bookable resources (bays, lifts)	Fewer double bookings on busy days

Edit Event Type page showing Customer Accessible and Active toggles plus workflow features such as odometer, fuel level, and assign parking spot — Each event type controls what staff and customers see during a visit—turn on only the steps your process truly needs.

Bookable resources page showing Detail Bay with Bay 1 and Bay 2 instances listed — When capacity matters, create named bays or rooms first, then link them to booking options so the calendar cannot double book.

Quick links by job

First-time facility setup: Configure event types → Configure scheduling and booking options → Test an event setup
Customers book the wrong times: Configure scheduling and booking options and Set closed days for events
Too many or too few customer texts/emails: Set up event notifications and reminders
Staff skip photos at intake: Configure photo rules
Two appointments in one bay: Set up bookable resources
New service name on the calendar: Configure event types (then test on Schedule)

How-to guides

Configure event types - create or edit the services and workflows your facility schedules.
Configure scheduling and booking options - set available hours, options, duration, buffer time, notice, and capacity.
Set closed days for events - block holidays and dates when bookings should not be accepted.
Set up event notifications and reminders - choose customer emails, texts, and reminder timing.
Configure photo rules - require photos by zone and part so documentation is complete.
Set up bookable resources - add bays, rooms, lifts, staff, or equipment that limit scheduling capacity.
Test an event setup - confirm the setup works before customers or staff depend on it.

Related areas of the app

Use Schedule for day-to-day calendar work. Use Cars when an event is about one vehicle. Use Marketing & Events for social events, RSVPs, tickets, and check-in—not for operational service appointments.

Troubleshooting

What to do next

If you are setting up the app for the first time, start with Configure event types. When the basics look right, run Test an event setup before you invite customers to book online.

If your team already schedules work every day, keep using Schedule and return here only when you need to add or change a service.

What success looks like

After your Events setup is in good shape:

Staff choose from clear event names instead of guessing.
Customers can only request services that are ready for booking.
Appointments use the right duration, reminders, and availability.
Required photos and checklists appear during the workflow.
Limited resources are easier to protect from double booking.