Video:
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 1: From ACCOUNT SETTINGS click on BUSINESS HOURS
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.