In this article, you will learn how to customize your online booking portal.

Booking services online 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.

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.

Accessing your online booking settings

1. From the sidebar menu, select Online booking

Updating your booking portal appearance

1. Select Appearance
   
   
2. Edit your booking portal appearance: 
   
   1. Service title: Enter a message you want your clients to see at the top of your 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 on your booking portal

Updating your booking availability

1. Select Availability
   
   
2. Edit your booking portal availability:
   1. Edit business hours: Adjust your business hours to limit when clients can book
   2. Availability preference: Choose how you want to base your booking availability
      1. Based on tech's availability: Only allow clients to schedule appointments based on your team's availability
      2. Set number of jobs per slot: Only allow your clients to schedule a certain number of appointments per time slot
      3. Allow double booking: Allow clients to schedule appointments regardless of existing availability
   3. Advance notice required: Choose how much buffer time you need to prepare for a new booking
      

      This will determine how soon your clients will be able to book a service with you.

      For example, if you choose 1 hour and your client accesses your portal at 2 p.m., the earliest available slot will be 3 p.m. If you need more or less time to prepare for a job, adjust your choice accordingly.

3. Booking slot duration: Choose the time slot that best matches your average job length

Updating your required fields to book online

1. Select Client information
   
   
2. Choose what information you want to require for bookings:
   
   1. Active: The field will be visible but not required
   2. Required: The field will be visible AND required

Enabling required payments for your booking portal

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

Advanced options (ad source, notifications, thank you page)

1. Select Advanced 
   
   
2. Job ad source: Choose the ad source you want to associate with your booking portal
   

   Want to track multiple sources for your booking page? To learn more about setting up dynamic tracking, please see this article.

3. Booking preferences: Choose how you want to handle new bookings (e.g., require approval or create new job)
4. Booking notifications: Add a phone number and/or email that should receive booking notifications
   

   To add multiple phone numbers and email addresses, simply separate each entry with a comma.

   Notifications will also automatically be sent to any user with access to the Message Center.

5. Configure your Thank You (booking confirmation) page:
   1. Show contact details: Choose if you want to show or hide business contact details on your confirmation page
   2. URL: Enter a custom URL to redirect clients after booking
      

      If left blank, clients will be directed to a default Thank You page.

   3. Booking status message: Choose whether you want to display a booking status message on Workiz's default Thank You page
      

      This message will not be displayed on a custom URL.

Connecting your booking page to Google

Workiz allows you to expand the reach of your booking page by connecting to Google using one of two integrations: Reserve with Google or Google Local Services Ads. This will ensure your page is connected to your business profile when clients search for services on Google Search, Google Maps, and Google Assistant. 

To use this integration, you will need an existing Google account for your business. 

1. Select Reserve with Google (or Google Local Services Ads)
2. Turn the toggle switch on
   
3. Enter your business details exactly as they appear on your Google listing (e.g., business name, address, etc.)
4. Set up your job types:
   1. Choose one of your Workiz job types and map it to a default service suggested by Google
   2. Enter an estimate price for this service
   3. Select Save

It will take about 48 hours for your accounts to be connected. 

Adding items and services to your 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.

• Adding items to your booking portal
• Adding services to your booking portal