Click on your picture in the upper right hand corner of your dashboard to go to your Account Settings.
Click into the applicable icon from your settings page as you go through the set up steps below. After you complete a step, click 'settings' in the top left corner to go back to the main settings page.
1. Add your price list.
You can toggle on the items you want to enable for online booking so that customers can see and book them. You can also add photos to your services at this time.
PRO TIP: Avoid any technical language and keep the service and description simple for the customer!
2. Set your service area.
This will insure that only customers within a certain radius of your business are able to schedule a job with you. Service area applies to Yelp, Housecall app and search engines booking)
3. When are you open?
Set your time slots so that customers can book an arrival window. This will allow you to book several jobs in a day and manage your schedule more easily.
4. Setting your availability.
Setting your availability will allow customers to book you a certain number of days in advance. For example, if it's a 3 day availability, the the customer cannot book into your calendar sooner than 3 days from the day they book. If it is Monday, they will not be able to book into your calendar for an appointment that occurs before Friday.
5. Enable online booking
Go to 'My Apps'. Click 'Go To App Store'. Select the platform you wish to install your online booking widget on.
In the 'Online Booking' section of the apps page go to your 'Online Booking' app and click 'Learn More'
Flip the toggle to turn on online booking
You will get this pop up once it is turned on
The page will look like this once turned on.
6. Preview your booking site
This will allow you to see what your online booking page looks like. You can use the URL to enable online booking on your Facebook page or Website.
PRO TIP! You'll also want to make sure you have at least one employee as a Field Tech with the permission to "be booked online" toggled on so your time slots become bookable by customers.
Your online booking is now good to go- you can now install your booking widget on your website, Facebook, and Yelp page! Please chat in if you need any assistance :)
Learn more about why online booking is right for your business.