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Test drive session

Test drive session

Owned by anna.byelyakova (Unlicensed)
Last updated: Sept 25, 2020 by Martin Mõik


Booking the test drive


Go to "Test drive tab". You will see a test drive calendar.

Start of in the first step (later referred as Calendar) by clicking a date you want to book a session in the far left column of the scheduler. Look up the time for session start in the second column from the left and click once next to it in the column of the car to be booked for this session. Wait till session booking details load.

Select date and time: By default session duration is based on default duration session (read more on default setup here).  You can change it per specific session by:

  • Selecting different End date/time in a pop up calendar, or
  • By updating Duration to a different value (in days or hours)
  • You can edit sessoin start time and date by clicking different date/time in the columns on the left from session date/time detail

To move to the next step click "Next Pick a Customer" button.

In customer search window you can use one of the following options:

  • Start typing customer name in the search field
  • Choose among of the recently viewed OR
  • Add a new customer by clicking a button with a green plus sign.

All customer information is taken from customer profile in the system. Here's what you can do in this step:

  • Edit customer profile by clicking a blue button with man icon in the upper right corner 
  • Choose a different customer for this session by clicking a blue Change button in the upper left corner
  • For a booking you do not need any more information other than the customer name.
  • You can now just click "close" and the booking has been made in the system.


Creating a test drive contract


  • If you want to make a contract you also need to make sure the personal ID and the phone number are also filled out.
  • Move on to the next step by clicking blue "Next" button in a lower left corner

When all the data is added move on to finalizing test drive Agreement:

  • Preview test drive Agreement in the upper part of the screen.
  • Use customer signature window to sign test drive agreement. 
  • Print button allows to open full Agreement version in a new browser tab.
  • Use Clear button to clear customer signature
  • Use Done button when Agreement is finalized.


Please note that due to your local legislation this type of signature might not be considered legitimate. In this case Print function can be used to take the signatures on the paper.

Booking process is almost complete. Session's status at this stage is "Agreement signed"

Click "Checked out" when customer comes to pick up a car. 

Once this button is clicked car is marked inavailable for other bookigns by red circle in the test drive calendar. You can still create bookings with it for different days and time, but red indicator lets you know the car in not "back in the base" yet.

Click "Returned" when customer came back after the test drive session is over. 

Click "Delete" to remove this booking section

Use text field in the lower part of the screen to record customer feedback and 1-5 buttons to rate customer experience.

Test drive record will appear in customer activity stream.


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