This document explains how to enable and configure EvenFlow’s recall management features. It details the required admin‑panel settings—turning on “Check Open Recalls Existing Customers” and/or “Check Open Recalls New Customers” in the Booking Flow Configuration, adding a VIN entry field for new customers, and setting a default recall operation code on the Recalls service page. The guide describes the user‑facing workflow: automatic VIN recall checks during service selection, a pop‑up prompting users to add open recalls (defaulting to inclusion when a remedy is available), and the ability to deselect. It also outlines optional advanced features that can be enabled per recall campaign: custom Op Code overrides, Remedy Availability flags (which can block addition), Parts Lead Time and Parts Constraints (both influencing appointment availability via the capacity management algorithm), and a customizable Rollover Note. The recall check primarily uses NHTSA safety recalls, with occasional OEM campaigns mapped to the default op code. Contact information for Recall Masters support is provided.
Topics
Enabling Recall Checks in the Booking Flow
Configuration steps to turn on “Check Open Recalls Existing Customers” and/or “Check Open Recalls New Customers” in the admin’s Booking Experience settings.
VIN Entry Requirement for New‑Customer Recall Checks
Adding a 17‑digit VIN field to the booking flow, linking a service category with “Open Recall”, and ensuring the default recall op code is set.
User‑Facing Recall Pop‑Up Behavior
Automatic VIN recall verification during service selection, pop‑up prompting to add open recalls, default inclusion when remedy is available, and option to deselect.
Custom Op Code Override per Recall Campaign
Ability to push a specific operation code different from the default for a particular recall record.
Remedy Availability Flag and Its Impact
Marking a recall as “Remedy Available = No” on the Parts Availability page, which shows the recall but prevents adding it to the appointment.
Parts Lead Time Constraint Integration
Specifying a lead‑time (e.g., 2 days) for a recall that shifts the earliest available appointment date in the capacity‑management algorithm.
Parts Constraints Limiting Daily Recall Appointments
Setting a maximum number of appointments per day for a recall campaign, influencing the scheduler’s day‑selection logic.
Customizable Rollover Note in Recall Pop‑Up
Configurable message displayed with the rollover icon to convey special instructions (e.g., fuel level requirement).