The STS Auto Reservation System is a smart scheduling tool that simplifies how you manage and confirm your orders. First, you need to log in to the admin panel. Once an “Admin” schedules an order, you will receive an email. Now, you have to click on the “Schedule Order” button. After clicking the button, you will be redirected to the page from where you can review the order and schedule an available date, add any special instructions, and then submit your request—all in a few seconds.
If there is any conflict with the selected date, one of our team members will contact you to reschedule.
Step 1:- Admin Panel Screen
- Log in to the ‘Admin’ Panel
Click on the ‘Scheduling’ tab located on the left-hand side of the Admin Panel screen.
- In the dropdown menu, select ‘Order Avail to Schedule’, you will be redirected to a list of all orders that are ready to be scheduled.
- At the top of this page, switch between the ‘Pickup’ and ‘Delivery’ tabs based on the type of order you want to schedule.
- On the far right of each order entry, you will find an ‘Actions’ column. Under the Actions column, with the following options:
- ‘Send Mail’ for auto-scheduling. When clicked, it sends an email to the address listed in the ‘Address’ column of that order.
- If an email has already been sent, a ‘Resend Mail’ option will appear. Clicking this will send another scheduling email to the same address listed in the ‘Address’ column.
- If the zip code is not available in the system, the ‘Actions’ column will display an option to ‘Add Zipcode to Territory’ before you can proceed with scheduling.
- If you need to send scheduling emails for multiple orders at once, simply select the desired orders and click the ‘Send Mail’ button located at the top-right corner of the page.
Step 2:- Schedule & Add Instructions
Once the email is sent from the admin panel, the recipient receives it with a ‘Click Here To Schedule’ button included in the email body.
When the recipient clicks the ‘Click Here To Schedule’ button, they will be redirected to our system platform. There, they can select a preferred date and time window for scheduling and click the Submit button to confirm. Additionally, there is an optional field for entering any special instructions.
After successfully scheduling, the customer will see a confirmation screen.
- Now go back to the Admin Panel and click on the Scheduling tab. Under the Scheduling tab, select the Volume Settings option. In this, you can view the number of booked orders out of the required orders for a specific date and territory.
- To manually update these numbers:
- Click the lock icon to unlock and enable editing of the fields.
After making your changes, click the lock icon again to save them.
Step 3:- View Scheduled Orders in Admin Panel
- After a customer completes scheduling, the admin can view the order in the Admin Panel.
- Go to the Scheduling drop-down menu.
- A list of all responded orders will be displayed.
- Click on the Order# of any entry to open a new page with full order details.
- On the Order Details page, you can check the Status of the order and the Scheduled Pickup Date & Window.
- You can also view other order details, such as ‘Special instructions’ added to the ‘order notes‘ section. Also, all the ‘Auto reservations’ can be checked under order notes.
A Log History is also maintained on this page, capturing all actions performed related to the order.
After successful scheduling from the customer’s end, the order count will increase by one. This updated count is displayed next to both the Scheduling tab and the Order Responded section.
- Click on the ‘Order Responded‘, you can add Review Notes for any responded order. These notes will appear under Order Notes on the order’s detail page.
- Once Review Notes are added to a responded order, the order is removed from the Order Responded list and moved to the Order Reviewed section under the Scheduling tab in the Admin Panel.
Note:-
When anybody adds a review to any of the ‘responded orders’, the order will no longer appear in that section and will show up under the ‘Order responded’ tab for all users.
Navigate to Scheduling > Order Reviewed to see a list of all the orders you have already reviewed.
Under the Scheduling tab, you will find an option for ‘Order not in service area’, which lists all orders with zip codes that are not within our serviceable areas.
- The Admin can assign those zip codes to the appropriate territory directly from this section, if needed.
Note:-
Once a zip code is successfully added to a territory, the order will be removed from the ‘Order not in service area’ list and moved to the ‘Order avail to schedule’ list.
