Use this guide after you create or change an event type.

A short test helps you catch confusing names, missing fields, wrong availability, bad reminders, and resource problems before a real customer uses the event.

Testing is especially important when the event is customer-facing.

Before you start

• Finish the basic event type setup in Configure event types.
• Review scheduling and options in Configure scheduling and booking options.
• Add closed days if needed with Set closed days for events.
• Review customer messages with Set up event notifications and reminders.
• If the event requires proof, review Configure photo rules.
• If the event needs a bay, lift, room, or staff member, review Set up bookable resources.

Use a safe test record

Use a real-looking test customer or vehicle when possible. This helps you see the same fields staff will see later.

Create a test appointment from Schedule

1. Open Schedule

   Go to Schedule.

2. Click Schedule Event

   Click Schedule Event.

   This opens the same form your team uses for day-to-day scheduling.

3. Choose the event type

   Select the event type you want to test.

   Confirm the name is easy to recognize and not too similar to another event type.

4. Choose the customer or vehicle if the form asks for one

   If the event is vehicle-based, choose a test car.

   If the event is customer-based, choose a test customer.

   If the event is facility-only, the form should not require a customer or car.

5. Choose an option if one appears

   If you created booking options, choose one and confirm the option names make sense.

6. Check available times

   Pick a date and look at the available time slots.

   Confirm the slots match your Scheduling hours, closed days, notice time, buffer time, and resource rules.

7. Save the test appointment

   Add a clear note such as TEST - event setup check, then save the appointment.

Check the event on the calendar

After saving, review the appointment on the Schedule calendar.

• The event appears on the correct date and time.
• The event type name and color are easy to recognize.
• The right customer, vehicle, or facility information is attached.
• The assigned staff member, if any, is correct.
• The appointment length looks right on the calendar.

Check the setup areas that affect the appointment

Use this checklist to confirm the event is ready.

1. Check scheduling

   Try a date that should be available and a date that should not be available.

   This confirms your open hours and closed days are working.

2. Check booking options

   If the event has options, confirm each option has the correct duration, buffer, notice, capacity, and active status.

3. Check notifications and reminders

   Confirm the event type is using the correct team defaults or custom settings.

   If you do not want test messages to send, adjust the settings before testing with a real customer email or phone number.

4. Check photo rules

   If photos are required, start the workflow from the event or car record and confirm the prompts are clear.

5. Check resources

   If a resource is required, try to book a conflicting time and confirm the app protects the resource from double booking.

Test the customer-facing path when customers can book it

If Customer Accessible is turned on, test the customer path too.

1. Confirm Customer Accessible is on

   Open the event type from Settings > Events & schedule and confirm Customer Accessible is on.

2. Open the customer booking area your team uses

   This may be your customer portal, booking box, registration page, or facility web page.

   If you are not sure which page customers use, review Facility Web Pages.

3. Find the event type

   Confirm the event name and description make sense to a customer who has never used your software before.

4. Choose a time

   Confirm available times match what you expect.

5. Stop before final booking if you do not want messages sent

   If this is only a visual check, stop before submitting.

   If you submit the booking, label it as a test and cancel it after you finish.

Clean up after the test

1. Open the test appointment

   Find the test appointment on Schedule.

2. Cancel or delete it if it is not needed

   Remove the test appointment so staff do not treat it like real work.

3. Keep notes if something was confusing

   If a name, field, reminder, or time slot was confusing, update the event type before real customers use it.

What success looks like

After testing:

• The event type is easy for staff to choose.
• The right customer, car, or facility fields appear.
• Available times match your real operating process.
• Booking options have the correct duration, buffer, notice, and capacity.
• Closed days block the right dates.
• Messages and reminders are correct and not excessive.
• Photo prompts and resource rules appear when expected.

Troubleshooting

What to do next

After the test works, tell your team which event type to use and when to use it. If customers can book it, review the public-facing name and description one more time to make sure they are clear.