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How to create jobs and leads from Online Booking
How to create jobs and leads from Online Booking

Learn how to easily create jobs and leads scheduled from the Online Booking add-on.

Updated over a week ago

In this article, you will learn how to easily book jobs and create leads scheduled in your Online Booking portal.

Workiz Online Booking allows you to seamlessly take appointments scheduled from the Online Booking portal and move them into your Workiz account as jobs or leads.

Once your customer completes the Online Booking form on your company page, a notification will be sent to your Message Center.

Creating jobs from Online Booking

  1. From the navigation bar, select the Message Center

  2. Open the message you received via Online Booking

  3. Review the job details and select Add job or Add Lead

  4. Review the details of the New job page and select Submit

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