Admin: New appointment

Admin: New appointment for a caller

Spec: Admin panel, New appointment for a caller. Task: WB-10 row 4. Four steps on one screen: find or create the customer by phone number, choose or add the vehicle, choose service, day and window, review and book. The customer gets the same confirmation text as an app booking and can sign in later with that number.

States

State	What shows
1 Customer: normal	Mobile number, Find customer.
Invalid number, Looking, Look-up failed	“Enter a 10-digit mobile number.” Button “Looking…”. Banner “We couldn’t look up that number. Try again.”
Not found	No control on step 1 leads here: after Find customer finds nobody, the screen shows New customer. Reach it with the States bar.
Found	The customer’s card (name, phone, vehicles, upcoming), “Use this customer”, “Different number”.
New customer, With errors	“No customer has (555) 010-0999. Add them.” First and last name (required), Email (optional), consent box. Errors: “Enter a first name.”, “Tick the box to continue.”
2 Vehicle: pick	The customer’s vehicles as a list, Continue, Add another vehicle.
2 Vehicle: add	Year, Make, Model (required, from the vehicle lists as in the customer app), plate and state (required), VIN and nickname (optional). Errors: “Choose a year.”, “Choose a make.”, “Choose a model.”, “Enter the plate and the state.” Lists failed: “We couldn’t load the vehicle lists.” with Try again and Continue disabled (same as the customer app).
3 Service and day	Six services, optional note, day (closed days greyed), room left for that service that day, two windows.
Service full	Warning “Oil Change is full on Thursday, November 12: 8 of 8 booked. You can still book it here; this makes 9.”
4 Review, Booking, Failed	All the facts, “This texts the customer a confirmation.” and the exact text. “Booking…” greyed. Failure: “We couldn’t book this appointment. Nothing was saved and no text was sent. Try again.”
Booked, text failed	Banner “The appointment is booked, but the confirmation text didn’t send. Call (555) 010-0456 to tell the customer, or send the text again.”
Booked	“Appointment booked. We texted (555) 010-0456 a confirmation. They can sign in with that number to see it.” Open appointment, Another appointment for a caller, Today.
Loading, Empty	None: nothing loads before the form, and there is no list. The look-up has its own states.

When anything is written

Nothing is saved before Book appointment. The customer and the vehicle are written together with the appointment, so steps 1 and 2 have no save failure: their buttons say Continue. “Nothing was saved” on the booking failure is true for all three.

Controls in this task

Opened from Today and Appointments (New appointment for a caller). Open appointment goes to admin-appointment.html.
Back on each step. The steps are not separate screens in the product; the mockup switches them with the States bar.

?

? The consent box for a customer added by phone. The spec records consent with a timestamp; staff cannot tick for the customer in the app’s sign-in. Drawn as a required box that staff tick after asking. Waits on the client and on texting rules.
? Booking a full window or today / after the 6pm cut-off: drawn as allowed with a warning. Waits on the client.
? Capacity is drawn as one limit per service per day (spec), not per window. Same open question as the customer booking.
? A phone number that belongs to a customer who has not yet signed in: drawn as found. Duplicate names or merging customers: not drawn.
? The text shows the standard wording; custom wording is a Settings item (WB-11).