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Customers and booking

Approving a booking request

Turning an enquiry into a scheduled job and a customer record.

Where requests land

Submissions from a booking form or link go to the requests inbox. Nothing reaches your calendar until you approve it.

Approving one

  1. 1Open the requests inbox.
  2. 2Read what they asked for.
  3. 3Add them to your customer list in one step if they are new.
  4. 4Approve, then set the date and assign a tech.

If it is not work you want

Decline it. Nothing is created and nothing is scheduled.

Still stuck?

Email us and you will get a reply from the people who built it, within one business day on every plan.

Contact us