Expedited Appointments

TSD DEALER offers an expedited service option for your customers to speed up their experience by remotely accessing their appointments and updating information in advance of their checkout time or delivery.

When your location is configured to use Expedited Appointments and an appointment is created in TSD DEALER or through an integrated Web Scheduler, a text or email is sent to the customer with a link to the appointment, so they can submit information in advance and have a faster checkout experience.

You can capture verified insurance policies in advance on expedited appointments with TSD DEALER's Insurance Verification integration. See "Insurance Verification Integration" for more information.

Setup Requirements

  • Turn on automatic texting and/or emailing for appointments. Automatic texting or automatic emailing must be turned on for appointment confirmations within the Auto Texting and Emails management setting.


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    You can further customize your emails by adding your location's logo (Dealership Email Logo Image setting) and changing the default email subject and adding additional text (Appointments Confirmation Message setting).

  • Turn on Expedited Appointments. Turn on the Expedited Appointments management setting.


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  • (Optional.) Set up alerts when customers submit expedited appointments. Turn on the Expedited Appointment Submitted alert within the Alerts Hub setting so you can be notified when a customer submits expedited appointment information.

How it Works: Expedited Appointments in TSD DEALER

The Expedited Appointment Flow

From start to finish, here's the entire breakdown of how Expedited Appointments work in TSD DEALER.

  1. The appointment is booked. On the appointment, Text Allowed must be toggled on for texts, and Opt Out from Emails1 must be cleared for emails.
  2. An email and/or text is sent to the customer. The message contains a link to the appointment. (If the appointment's Checkout Date is tomorrow or another day in the future, an additional reminder text or email will be sent 24 hours, 48 hours, or 72 hours prior to the appointment's Checkout Date, based on your selection in the Auto Texting and Emails management setting.2)
  3. The customer accesses the expedited appointment and submits information. This includes name, address (including addresses for delivery and collection, if applicable), contact information, a driver's license, personal vehicle information, insurance, and a credit card (if applicable). See "Your Customer's Perspective: Submitting an Expedited Appointment" for more information.
  4. The appointment is updated in TSD DEALER. You can view expedited appointments from your Appointment Operations dashboard, receive alerts when expedited appointments are submitted, resend the link to the expedited appointment, and more. See "Your Perspective: Managing Expedited Appointments" for more information.

Your Customer's Perspective: Submitting an Expedited Appointment

When an expedited appointment is booked, a text or email is sent to the customer with a link to access the appointment and submit information in advance.

Here's what that looks like, from the customer's perspective:

  1. The customer accesses the appointment from the email or text message.


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    Note: If a customer and employee are simultaneously viewing or editing an appointment, the customer may need to reload the appointment if updates have been made.

  2. The customer fills in required appointment information:

    3. Note: Any information required on an agreement is also required on the expedited appointment. See "Manage required fields on appointments and agreements" in the Management Hub topic for more information about making certain information required. For example, if insurance information is required to save an agreement, the customer must fill out insurance information to save the appointment.

    • Profile: First Name and Last Name.
    • Contact info: Phone # and Email.
    • Driver's license: Enter driver's license information (License Number, Expiration, Date of Birth, State, and Country), or tap Capture License take or upload photos of the driver's license, which will use Optical Character Recognition (OCR) scanning to fill in and validate the driver's license information fields.


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      Note: How long do customer driver's licenses remain in the system? Read moreClosed

      Driver's license images are purged from the system:

      • For customers not currently associated with an open agreement, 1) 60 days after the customer's most recently closed agreement's Return Date, or 2) if the only other agreement statuses are void.
      • For customers currently associated with an open agreement, 90 days after the agreement was opened.
    • Address: Address Line 1, Address Line 2, City/Town, State, Zipcode, and Country.
    • Delivery and collection address: For appointments marked for Delivery or Collection, delivery and/or collection addresses.
    • Vehicle Information: VIN, Year, Make, and Model of the customer's automobile.
    • Insurance: For locations using Insurance Verification integration with Axle or Canopy to capture and/or verify automobile insurance policies, the customer should click Connect Policy to launch the insurance dialog and connect a policy to update the appointment with verified insurance information. See "Insurance Verification Integration" for more information about how this works.


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      Otherwise, the Capture Card toggle is on, by default, to take or upload front and back photos of the insurance card. Or, you toggle it off to make the manual entry fields available: Insurance Company, Policy Number, Expiration Date, and Notes.


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      Credit Card Details3: If your location uses Credit Card Processing, the customer can enter credit card information (Card Number, Expiration, and CVC) and click Submit. (Cardholder Name, Country, and Zip Code fields are filled in from the appointment, but can be edited). See "Credit Card Processing" for more information.


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      Once card information is submitted (or if it is already present on the appointment), customers can view the card details (last four digits of the card number and expiration), and choose to change the card on file by clicking the Enter Credit Card button.


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  3. The customer clicks Save to submit the appointment.


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  4. A confirmation message is displayed for the customer.


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Sample Expedited Appointment Screen:


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Your Perspective: Managing Expedited Appointments

When an expedited appointment is booked and a text or email is sent to the customer with a link to access the appointment and submit information in advance, there are several options available for your location to keep tabs of these types of appointments.

Receive Alerts When Expedited Appointments are Submitted

You can turn on an Expedited Appointment Submitted alert so you can be notified when a customer submits expedited appointment information. See "Alerts: Alerts Panel & Email Alerts" for more information.

View Expedited Appointments

You can access Expedited Appointments (that is, appointments in which customers have accessed the appointment and submitted information) on your Appointment Operations Dashboard's Expedited hub card.

If the link to the appointment has expired or the customer is otherwise having trouble accessing the appointment, you can manually resend the expedited appointment link to the customer using the Resend Form button on the side panel of the appointment, as long as the Checkout Date and time is at least one (1) hour into the future. (In this situation, the application displays a brief message in the bottom left corner: "Contactless form not sent; Reservation must start 1+ hours in the future.")


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Note: The 1+ hour future Checkout Date and Time restriction for resending the form does not apply when the appointment is set for Delivery or Collection, for locations with TSD's Delivery and Collection integration, so you can always resend the URL to the customer regardless of the Checkout Date and time.

The method by which the form is sent is based on whether the customer's phone is filled in and Text Allowed is enabled (for texting), or whether the customer's email address is filled in and the Opt Out From Emails option is cleared (for emailing).