---
title: "Manual Workshop Appointment Creation"
url: "https://help.simasuite.com/en/article/manual-workshop-appointment-creation"
language: "en"
last_updated: "2026-08-10T12:58:15.906Z"
---

# Manual Workshop Appointment Creation

**Manual appointment creation** allows you to register an appointment using a guided wizard. This process helps avoid over-scheduling and gathers all the necessary information before confirmation.

### 📌 Requirements & Location

| **Concept** | **Detail** |
| --- | --- |
| **Location in SIMA** | Advisor Dashboard, Appointments List, or Appointment Review > **Create manual appointment**. |
| **Required Permissions** | Service Advisor or Call Center Manager. |

### 🛠️ Step-by-Step

1.  Access the **Advisor Dashboard**, **Appointments List**, or **Appointment Review** and click on **Create manual appointment**.
2.  Identify the client by searching by **vehicle** (license plate or VIN) or by **depositor** (ID number or name).
3.  Select the vehicle and the depositor. If they do not exist in the system, use the available option to register them.
4.  Review the vehicle information (license plate, VIN, brand, description, warranty, and maintenance contracts).
5.  Update the **mileage** if necessary (for existing vehicles, the value must be equal to or greater than the recorded mileage).
6.  Review the depositor's details, select a **contact method**, and, if necessary, update the GDPR consents.
7.  Add at least one job to the appointment. **Free jobs** can be added with just the license plate, but **campaigns and packages** strictly require the vehicle to have a VIN.
8.  Select the **mechanical team**. If you want to assign the jobs to a specific person, enable **Select specific mechanic**.
9.  Indicate if **the client will wait in the lounge** and check the joint availability on the calendar.
10.  Select an available date, an advisor, and a time. *(Note: For Call Center Managers, the advisor with the lowest workload will be highlighted).*
11.  Review the appointment summary. You can go back to previous steps to correct any data before confirming.
12.  Click **Finish**.

> **Result:** The system creates the appointment, displays a confirmation message, and returns to the screen from which the wizard was launched.

### ❓ Troubleshooting & FAQs

| **Problem** | **Cause & Solution** |
| --- | --- |
| **I cannot continue after selecting the vehicle** | The vehicle already has a confirmed appointment pending reception. The system blocks duplicates. |
| **I cannot find the vehicle or the depositor** | Use the creation option within the wizard itself to register a new vehicle or a potential third party. |
| **I cannot save the mileage** | For registered vehicles, the system does not accept a mileage lower than the historical record. Enter a valid value. |
| **I cannot select Campaigns or Packages** | These options strictly require the Vehicle Identification Number (VIN) to be registered. |
| **I cannot advance from the jobs screen** | The appointment must have at least one assigned job. Add one to the cart to continue. |
| **How is a multi-day job scheduled?** | The system automatically looks for consecutive working days with sufficient technical and administrative availability. |

### 🔗 Related Modules

| **Module** | **Purpose in this process** |
| --- | --- |
| **Appointments Calendar** | Displays the created appointment and allows you to continue managing it. |
| **Third-Party Management** | Allows viewing or registering the depositor and their contact methods. |
| **Vehicle Management** | Allows viewing or creating the vehicle associated with the appointment. |
| **GDPR Consents** | Allows reviewing or updating the depositor's legal permissions. |
| **Workshop Planning** | Calculates the real-time capacity of the team, mechanics, and advisors. |