Let customers book online

Online booking lets customers book a visit without calling. They pick a service, a day and an open arrival window, and the job lands on your board with a tech already assigned when one is free.

#What customers see

The booking page shows your company name and logo under the heading Book a visit online, in three steps:

1. Service: they tap one of the job types you've made bookable.
2. Time: they pick a day in the next 10 days (starting tomorrow), then an open window. Full windows are crossed out.
3. Details: they enter their Full name, Mobile phone, Email, Street address, City, ZIP and What's going on?, then tap Confirm booking.

They see You're booked! with their arrival window and get a confirmation text. The page also shows your phone number for people who'd rather call.

#Where customers find it

• Your Homeforce website: turn on Online booking on the Website page.
• The customer portal: the Book a visit button.
• Google: when Google Business Profile is connected, your profile's Book button can point to online booking.

#Set it up

Owners and admins control online booking in settings:

1. In Settings → Hours & service areas, make sure Online booking is on. Set your Business hours (online booking only offers windows inside them) and the Arrival window length (2, 3 or 4 hours).
2. Under Service area, list the ZIP codes you serve. Bookings from other ZIPs are turned away. Leave it empty to accept every ZIP.
3. In Settings → Job types & modes, turn on Bookable online for each job type customers should be able to pick.

#What happens when someone books

• A lead is created from Online booking and marked Booked.
• The customer is matched by phone number, or a new customer and property are created.
• A job is created, tagged Online booking, in the window they picked.
• The best available tech with the right skills is assigned. If nobody is free, the job waits in the unscheduled queue.

To limit abuse, the page allows only a few bookings from the same connection in a short time.