Housecall Pro Blueprint to Success Workshop
If you're looking for more advice on how to effectively use Online Booking, along with other great features, register for the Housecall Pro Blueprint to Success Workshop!
Enabling Service Area for Online Booking
Tired of getting bookings in areas that you don't serve? Our new Online Booking Tool allows you to define your Service Area zip codes.
By enabling Service Area, the booking flow will ask your customers to provide their zip codes to ensure they're in an area you service!
Want to learn more about Service Areas? Learn more here.
Set your Service Area
To set your service area, follow these steps.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Company from the Settings menu on the left.
Click the Service area tab in the Company settings page.
If you're on the previous version of settings:
Navigate to your Settings by clicking the gear icon in the upper right of your account.
Then, select Service area from the menu on the left. This should be closer to the top of the list.
In your Service area settings:
Under Service Area, add one or more zip codes that define the area where you operate.
After typing the zip code you wish to use, press Enter on the keyboard to save.
🛠️ Pro Tip: You can copy and paste a list of several zip codes, separated by a comma, and press Enter if you want to add multiple zip codes at once.
Enable Your Service Area for Online Booking
To enable your service area for Online Booking, follow these steps below.
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Booking from the Settings menu on the left.
Click the General tab in the Booking settings page.
If you're on the previous version of settings:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Then, in the left sidebar, navigate to Online booking, and select Service area from the dropdown menu.
In your Service Area settings:
Under Online Booking's Service Area, you'll find a toggle button that states "Only allow customers within your Service Area to book a service."
Click the circular icon to toggle on the Service Area, the button should become blue once toggled on.
Service Area in the Customer's Booking Flow
Once the Service Area is configured and enabled for online booking, an additional step is added to the booking flow, where the customer is asked to provide their zip code.
If the Zip code matches your Service Area, the Customer will be allowed to book.
If the Zip code does not match your Service Area, the customer will see a message saying "We're sorry we currently don't operate in [zip code], if you have any questions, please call: [phone number on your company profile]."
FAQ
What if I have existing customers outside of my service area?
Existing customers will not be affected by service areas. Existing customers will still see you as their service provider in the Housecall consumer app.
Check out these ways to get free exposure in your service area!
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.