Overview
Our new, improved Online booking tool enables Pros to provide exceptional service and win more jobs by allowing homeowners to automatically and reliably book their services online 24/7 from any device.
With our new Online Booking tool, you'll be able to attract new business and ensure more jobs are booked while providing excellent customer service with our easy-to-use, mobile-friendly form.
Please Note: With the new Online Booking,
customers can book up to 3 months in advance.
General Questions
Can I rearrange the service order on the booking form?
You can change the order of services and categories.
How can I hide prices?
To hide prices, follow these steps:
Navigate to Settings
Click on Online Booking
In the Pricing section, toggle off the "Show service prices in online booking" option
My Online Booking widget is not showing any services. What should I do?
To enable a service for online booking, follow these steps:
Go to the Price Book section.
Find the service you want to make available for online booking.
Activate it by toggling the 'Show this service in Online Booking' option.
How can I get more online bookings?
To increase your online bookings, consider the following strategies:
Position the Online Booking button prominently on your website and mobile site, ensuring easy access for visitors
Include Online Booking links in your social media profiles, email signature, and SMS marketing messages to make booking effortless
Organize and label your services in a way that is crystal clear and easily understandable
Enable "Reserve with Google" by allowing your customers to access your online booking directly from the Google search results page, increasing your online visibility
How does our new Online Booking tool support returning customers?
When a customer enters their data in the Online Booking form, we will check if there is a matching existing customer in order to reduce duplicate customer data.
We use the following data to find a match:
First Name
Last Name
Phone Number
Email Address
If there is a match, the booking will be assigned to the existing customer.
If the address does not match, we will add it as an additional address assigned to the customer.
If we don't find a matching existing customer, a new customer profile will be created.
Availability
How does showing available booking hours work in the new system?
When showing the availability to a customer the system looks at the:
booking hours
duration of the service
available employees
employee or employees assigned to the service
Booking hours define the from/to limits of the schedule in which the system is going to look for available time slots. If you want to add space in your schedule, where no bookings should occur, use the time slot option.
Example: using this configuration, the organization will not accept bookings between 1:00 p.m. and 3:00 p.m.
Duration: the system will look at the service duration to know, how much available time to look for. If the service's duration is set to 2h, the booking engine will go through your schedule (limited by the booking hours) and find options where a 2h booking can fit. To set up the duration of the service go to Price book.
The system also offers available times in 30-minute increments, to give more flexibility to your customers.
What is the difference between the old and the new online booking when it comes to showing the availability?
In the previous version of online booking to define the availability we used the “Online booking windows”. When proposing available times to the customer, the system didn’t take into at the duration of the actual service booked but instead showed those permanently defined “booking windows”.
The new online booking works in a different way: when showing the availability to a customer the system looks at booking hours and duration of the service.
Booking hours define the from/to limits of the schedule in which the system is going to look for available time slots. Then the system will look at the service duration to know, how much available time to look for. The system also offers available times in 30-minute increments, to give more flexibility to your customers.
Employees
How does the "Assign service to an employee" feature work?
If a service is assigned to an employee it means that only this particular employee can perform this service. This means that the booking engine, when looking for available time slots for booking a particular service, will look only into the availability of that particular employee.
Please remember that this employee needs to be Enabled for online booking.
To assign a service to an employee go to Price book and find the service you want to assign to the employee. You can assign a service to one or many employees. You can also assign a service to an Employee tag.
NOTE: Regardless if the service is assigned to an employee or not, once booked it will be assigned to the employee that is marked as the Point of Contact.
Enabling employees for online booking
When proposing the available time slots to your customers, the booking system looks only at the availability of employees that are enabled for online booking.
Let's say you have 2 employees that are available on Monday from 1pm to 2pm.
This means that Customer 1 will be able to book a job/estimate of 1h duration on Monday from 1pm to 2pm, and Customer 2 will be able to book a job/estimate of 1h duration on Monday from 1pm to 2pm. If more customers would like to book this particular time, they will not see it as available.