Business units

Book by phone

Find an arrival window with room for a caller in the next seven days, then create the job.

When a customer calls, Book by phone shows the open arrival windows for the service they need, using the same capacity rules as online booking.

Open Book by phone

Go to Schedule → Capacity and click Book by phone.

Book by phone with a service chosen and arrival windows

Choose the service

Pick the Service. The Business unit defaults to the service's unit; change it if needed.

Pick a window

ServFlo lists the Next 7 days, with each window marked Room to book, Filling up or Over capacity — online booking hides it, and how full it would be after this job.

Create the job

Choose a window. A new job opens with that time, ready to fill in.

You can still book a window that's over capacity: ServFlo asks Book over capacity? and you click Book anyway.

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