Take requests and bookings from your website

Share your request form

Every business has a request form ready to go. New customers fill it in and land in Requests, on the Leads tab, with their address and what they asked for.

1. Open Settings, then the Customers hub, then the Lead form tab.
2. Check that Enable the public request form is on.
3. Under Public form link, choose Copy and put the link on your Facebook page, in your email signature or on a flyer.
4. If there is no link yet, set your Customer portal address on Settings, Profile first. The link is built from it.

Put the form on your website

On the same tab, Put the form on your website has a short piece of code. Paste it into your website builder where the form should appear. It resizes itself to fit.

Some website builders block scripts. Show the version for site builders that block scripts gives you a plain embed block instead; you set its height yourself.

Let customers pick a time

Online booking lets customers book a service from your open times. It is off until you turn it on.

1. Open Settings, then the Customers hub, then the Online booking tab.
2. Turn on Let customers book online.
3. Set your booking hours, how far out customers can book, and the postal codes you serve.
4. Under Which services can be booked, choose Edit on a service and pick Book instantly or Request a day on its Scheduling tab.

Answer a request

Form requests land in Requests, on the Leads tab. Open one to see what they asked for, then choose Create quote, Schedule assessment or Convert to customer.

Bookings land on the Bookings tab. A Book instantly booking is already on your schedule. A Request a day booking waits for you: choose Schedule it to pick the exact time.