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.

Note: Online Booking 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
Complete the Availability settings fields:
1. Service title: Enter a message you want your clients to see at the top of your Online Booking portal
2. Service description: Enter a subheading you want your clients to see directly underneath your Service title
3. 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
Select Edit Available Hours
1. Adjust your business hours as desired and select Save
Complete the Availability settings fields:
1. Business availability based on: Choose one of the following options as desired:
  1. Allow double booking: Allow clients to schedule appointments regardless of existing availability
  2. Based on tech’s availability: Only allow clients to schedule appointments based on your team’s availability
  3. Choose number of jobs per slot: Only allow your clients to schedule a certain number of appointments per time slot
2. Minimum notice time: Choose one of the time options as desired
3. Time Slot Length: Choose the time slot that best matches your average job length

Updating your Online Booking client information fields

Select Client Information
Under Client Information, turn the toggle switches on for all the information you want to collect
1. Active: Turn the toggle switches ON (green) for any field you want to make active but not required
2. Required: Turn the toggle switches ON (green) for any field you want to make active AND required

Enabling required payments for your booking portal

Note: In order to require online payments through your booking portal, you will first need to join Workiz Pay.

To learn more about joining Workiz Pay, please see this article.

Select Payments
Turn the toggle switch on to enable online payments for your booking portal
Choose between a full payment or partial deposit and define the deposit as desired

Updating your Online Booking advanced options

Select Advanced Options
Complete the Advanced Options settings fields:
1. Job Source: Choose the ad source you want to associate with your Online Booking portal
2. Notifications: Add a phone number or email that should receive booking notifications
  1. SMS: Enter the phone number you want Online Booking notifications to be sent to
  2. Email: Enter the email address you want Online Booking notifications to be sent to
3. Thank you page: Enter the URL for the “thank you” page hosted on your 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 selectable items and service types. Items will contribute to the required payment that your clients will need to provide, whereas service types will allow you to limit availability based on your team's skill set.

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