SchemasLeads & CRM · R02RFC / v0.1

Appointment

v0.1.0

A scheduled appointment between a dealership and a customer, spanning sales, service, test drive, delivery, appraisal, and finance interactions. Models scheduling, lifecycle status, participants, location, confirmation, reminders, communication consent, recurrence, and cross-entity references to customer, lead, vehicle, and deal. Lineage: aligns with the ADF/ADXML appointment semantics and AutomotiveAPI Appointment resources; extends both with explicit confirmation, reminder, no-show/cancellation, and outcome tracking common to modern DMS/CRM/scheduler platforms (CDK, Reynolds & Reynolds, Tekion, DealerSocket, VinSolutions, Xtime, myKaarma).

Resourcesleads.get_appointmentleads.create_appointment

appointment.example.jsonJSON

{
  "id": "3f2b1c4a-9e7d-4a2b-8c1d-0e5f6a7b8c9d",
  "source_ids": [
    {
      "system": "vinsolutions",
      "id": "APPT-88213",
      "sequence": 1
    },
    {
      "system": "tekion",
      "id": "a1b2c3d4",
      "sequence": 2
    }
  ],
  "dealer_id": "2c1a0b9d-8e7f-4a6b-9c5d-4e3f2a1b0c9d",
  "type": "test_drive",
  "status": "confirmed",
  "start_at": "2026-07-02T18:30:00Z",
  "end_at": "2026-07-02T19:15:00Z",
  "duration_minutes": 45,
  "timezone": "America/New_York",
  "all_day": false,
  "rescheduled_from_id": "8d7c6b5a-4e3f-4a2b-9c1d-0e5f6a7b8c9e",
  "customer": {
    "id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "name": {
      "first": "Jordan",
      "last": "Avery"
    },
    "email": {
      "address": "jordan.avery@example.com"
    },
    "phone": {
      "number": "+19095550134"
    },
    "preferred_contact_method": "sms"
  },
  "customer_id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
  "lead_id": "b3f0c2a1-4d5e-4f6a-9b8c-1d2e3f4a5b6c",
  "vehicle_id": "0f1e2d3c-4b5a-4968-8776-5a4b3c2d1e0f",
  "vehicle_vin": "1FTFW1E85MFB12345",
  "vehicle_stock_number": "F150-24-8821",
  "deal_id": "9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d",
  "trade_in_appraisal_id": "1b2c3d4e-5f6a-4b7c-8d9e-0f1a2b3c4d5e",
  "assigned_to_id": "d4e5f6a7-b8c9-4d0e-8f1a-2b3c4d5e6f70",
  "assigned_to": {
    "id": "d4e5f6a7-b8c9-4d0e-8f1a-2b3c4d5e6f70",
    "display_name": "Marcus Bell",
    "role": "salesperson"
  },
  "additional_attendees": [
    {
      "id": "e5f6a7b8-c9d0-4e1f-9a2b-3c4d5e6f7081",
      "display_name": "Dana Ruiz",
      "role": "sales_manager"
    }
  ],
  "location": {
    "type": "showroom",
    "name": "Cobalt Ford of Riverside - Main Showroom",
    "address": {
      "type": "work",
      "city": "Riverside",
      "region": "CA",
      "postal_code": "92504",
      "country": "US",
      "lines": [
        "4820 Auto Center Dr",
        "Suite 100"
      ]
    }
  },
  "confirmation": {
    "method": "sms",
    "confirmed_at": "2026-07-01T14:22:10Z",
    "confirmed_by": "customer"
  },
  "reminders": [
    {
      "channel": "email",
      "sent_at": "2026-07-01T13:00:00Z",
      "scheduled_for": "2026-07-01T13:00:00Z",
      "status": "opened",
      "to_email": {
        "address": "jordan.avery@example.com"
      },
      "template": "appt_reminder_24h_v3"
    },
    {
      "channel": "sms",
      "sent_at": "2026-07-02T16:30:00Z",
      "status": "delivered",
      "to_phone": {
        "number": "+19095550134"
      },
      "template": "appt_reminder_2h_v1"
    }
  ],
  "communication_consent": {
    "sms_opt_in": true,
    "email_opt_in": true,
    "voice_opt_in": false,
    "consent_id": "4d5e6f70-8192-4a3b-9c4d-5e6f70819203",
    "captured_at": "2026-06-28T09:15:00Z"
  },
  "source": "ai_agent",
  "source_provider": "AutomotiveMCP Agent",
  "campaign_id": "5e6f7081-9203-4a4b-9c5d-6f70819203a4",
  "priority": "high",
  "notes": "Customer wants to compare the F-150 XLT against a Silverado they drove elsewhere. Trade-in likely; bring appraisal iPad.",
  "outcome": "pending",
  "created_at": "2026-07-01T12:40:05Z",
  "updated_at": "2026-07-01T14:22:11Z",
  "created_by": "f6a7b8c9-d0e1-4f2a-8b3c-4d5e6f708192",
  "updated_by": "f6a7b8c9-d0e1-4f2a-8b3c-4d5e6f708192",
  "extensions": {
    "vinsolutions": {
      "up_type": "internet",
      "campaign": "summer-truck-event"
    }
  }
}

Object shapes align with the AutomotiveAPI open data standard where sensible, and with the industry's ADF lead format — so a conformant server maps cleanly onto systems dealers already run.