In this article, you will learn how to activate and customize your Online Booking portal.
Online Booking is an essential part of any modern business, allowing customers to book service appointments through an online webpage — all with your real-time availability in mind.
IMPORTANT: The Online Booking portal was recently updated to include enhanced capabilities. If you are still using the legacy Online Booking portal, please enable the latest version today.
While your Online Booking portal is designed to work upon activation, Workiz allows for customization so that you may include certain aspects unique to your service business.
Customizing Online Booking
From the navigation bar, select Settings > Settings
Under Integrations, select Online Booking
Updating your Online Booking appearance
If not already expanded, select Appearance to expand the Appearance settings
Complete the Availability settings fields:
Service title: Enter a message you want your clients to see at the top of your Online Booking portal
Service description: Enter a subheading you want your clients to see directly underneath your Service title
Use account logo: Decide if you want your company logo to appear in the Online Booking portal and turn the toggle switch ON or OFF as desired
Updating your Online Booking availability
Select Availability to expand the Availability settings
Select Edit Available Hours
Adjust your business hours as desired and select Save
Complete the Availability settings fields:
Business availability based on: Choose one of the following options as desired:
Allow double booking: Allow clients to schedule appointments regardless of existing availability
Based on tech’s availability: Only allow clients to schedule appointments based on your team’s availability
Choose number of jobs per slot: Only allow your clients to schedule a certain number of appointments per time slot
Minimum noticeable time: Choose one of the time options as desired
Note: This will determine how soon your clients will be able to schedule one of your services.
For example, if you choose 1 hour, and your client accesses your Online Booking portal at 2 p.m., the earliest available time slot will be listed as 3 p.m. If you need more or less time to prepare for a job, adjust your choice accordingly.
Time Slot Length: Choose one of the time options as desired
Note: This should reflect the amount of time that you need to complete most of your jobs. This will also determine the total number of time slots your clients will see for each day.
Updating your Online Booking client information fields
Select Client Information to expand the Client Information settings
Under Client Information, complete the following for the fields listed:
Active: Turn the toggle switches ON (green) for any field you want to make active but not required
Required: Turn the toggle switches ON (green) for any field you want to make active AND required
Updating your Online Booking advanced options
Select Advanced Options to expand the Advanced Options settings
Complete the Advanced Options settings fields:
Job Source: Choose the ad source you want to associate with your Online Booking portal
Note: This will help you determine the ad source (Google, Yelp, Facebook, etc.) responsible for the jobs being scheduled on your Online Booking portal.
Note: Notifications from Online Booking will automatically be sent to any user with proper access via the Workiz Message Center.
This setting allows you to add specific phone numbers and email addresses that should also receive notifications from Online Booking.
SMS: Enter the phone number you want Online Booking notifications to be sent to
Email: Enter the email address you want Online Booking notifications to be sent to
Thank you page: Enter the URL for the “thank you” page hosted on your website
Note: You’ll need to create this page on your own business website.
At the bottom of the Online Booking page, select Save
Adding items and services to your Online Booking portal
Now that you've customized your Online Booking portal, you can also add items and services. This will allow your customers to select the specific items and services they need, and ultimately allow you to provide the best service possible.
To learn how to add items and services to your Online Booking portal, please see this article.
Enabling payments in your Online Booking portal
The new Online Booking portal allows you to request payments during the appointment scheduling process.
To learn how to enable payments in your Online Booking portal, please see this article.
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