Set up online booking

Your booking page lets customers ask for work any time, without calling. Each booking lands in Sales → Requests. Online booking is available on Connect, Grow and Pro.

The same booking form powers the booking section of your ServFlo website. See Websites.

Turn on your booking page

When booking is off, the link shows a not-found page and takes no requests.

Choose what customers pick

Under Scheduling, choose What customers choose:

• A preferred day (the default) — customers send a request with a preferred date and a time of day (Morning, Afternoon, Evening or Any time). You schedule it yourself.
• A real arrival time — customers pick an open arrival window from your technicians' free time. See Offer arrival windows.

Select Save.

Limit where you work

Under Service area, list the ZIP codes you serve, separated by commas or spaces, and select Save. The form then asks for the ZIP code and turns away addresses outside it. Leave it empty to take bookings from anywhere.

Choose which services can be booked

Go to Settings → Service types and use the Online switch on each service. Only services that are switched on are offered on the booking page.

What customers see

With A preferred day, the page is titled Request service. Customers fill in:

• Your details — name, and a phone number or email
• Where — the service address
• What you need — the service and a description
• When suits you — a preferred date and time of day

They select Send request and get a reference number. You'll find the request in Sales → Requests with the source Online booking. See Handle a work request.