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 the steps below:
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.
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 the steps below:
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.
Under Service area, click the toggle next to the setting, "Only allow customers within your Service Area to book a service." The toggle will turn blue when the setting is enabled.
🚨 Important: When using Service Areas with Online Booking, employee assignments must match. If an employee is assigned to specific service areas and also assigned to a service, customers will only be able to book when the selected service and zip code both match that employee’s assignments.
To prevent booking issues, make sure any employee enabled for Online Booking is assigned to:
The correct services, and
The appropriate service areas they should work in
If either assignment is missing, the customer won’t be able to complete their booking.
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]."
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.