Set up your online booking
Learn how to set up your online booking including enabling the app, setting online booking windows, soonest availability, and price list.
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago


Step-by-step instructions:

Part 1: Enable online Booking

Step 1: Click on MY APPS then GO TO APP STORE

Step 2: Scroll down and find the app card for MY WEBSITE, Click LEARN MORE

Step 3: Toggle the app on from DISABLED to ACTIVE

Part 2: Set up price book items for online booking

Step 1: Click on the arrow in the top left corner

Step 2: Click into ACCOUNT SETTINGS in the top right corner

Step 3: Click on PRICE BOOK

Note: You can also access this from your Price Book tab at the top of your HCP.

Step 4: Click into any service to toggle online booking. The online booking mark will appear below Task Code.

Step 6: Click on ADD IMAGE and then select the file from your computer.

Step 7: Crop the photo if needed and press SAVE

Part 3: Set up online booking windows and soonest availability


Step 2: Check that your business open/close hours are correct since these will display on your online booking page

Step 3: Set your online booking windows. Think of these as arrival windows (usually 1 or 2 hours long) that let the customer book an arrival window for your team to arrive.

Step 4: Click on +BOOKING WINDOW to add additional windows

Step 5: Select your soonest availability. This is how soon your customer will be able to see your availability and book a job. Another way of thinking about this is how much notice do you want between the time a customer books a job and the date of the job.

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