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
From the navigation bar, select the Workiz Message Center
From the Workiz Message Center, search for scheduled via booking link to find a message created from the Online Booking portal
Select the message you want to create a job or lead from
Review the contents of the message and select Add job or Add Lead
Review the details of the New job page and select Submit
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