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 Workiz Message Center.

Creating jobs from Online Booking

  1. From the navigation bar, select the Workiz Message Center

  2. From the Workiz Message Center, search for scheduled via booking link to find a message created from the Online Booking portal

  3. Select the message you want to create a job or lead from

  4. Review the contents of the message and select Add job or Add Lead

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

Need more help? See related articles below:

Did this answer your question?