Online Booking Updated March 16, 2026 22:46

Overview

Online booking allows clients to schedule work with your business based on your team’s availability.

In Jobber, online booking is set up using request forms with booking questions. These forms collect job details from clients and can optionally allow them to schedule work directly in your calendar.

Forms begin as request forms, which gather information about the work so you can review it before scheduling. If you want clients to book appointments online, you can add a booking question to the form. Depending on the type of booking you add, clients can either schedule an assessment or book a job based on your availability.

When a client completes a form with booking enabled, they can choose an available time from your schedule. Jobber then creates the appropriate records so you can manage the work in your workflow.

Businesses use online booking in different ways. Some allow clients to schedule services immediately, while others use booking to schedule consultations or on-site assessments before creating a quote.

You can share booking forms through your website, client hub, or a direct link, allowing clients to request work or schedule appointments at any time without needing to call or email your business.

To access your online booking settings: 

1. Click the Gear icon, then select Settings.

2. From the settings menu, select Requests and bookings.

Note: You must be an admin user to access this page.

Types of request and booking forms

Intake forms allow customers to contact your business, submit job details, and schedule work online. However, there are different types of forms for collecting different details and creating bookings.

Each form can be set up in one of three ways depending on how you want customers to contact you:

• Request forms: Collect information from a customer about the work they need. Customers can submit their details and preferred dates, and the submission will appear in Jobber as a Request so you can follow up and schedule the work. Use request forms when you want to review requests before scheduling an appointment. You can set a price for the assessment or offer it for free.
• Assessment booking forms: Assessment booking forms allow customers to schedule an on-site assessment or appointment where you'll visit their property to complete a request. Customers choose an available time based on your team’s schedule. When the form is submitted:
  • A request is created

  • An assessment is scheduled on your calendar

• Job booking form: Allow customers to book services directly into your schedule. Customers select a service and choose an available time based on your team’s availability. When the form is submitted:

  • A request is automatically converted

  • A one-off job is scheduled in your calendar.

If you want your clients to book directly into your schedule, set up an intake with either the assessment booking question or the jon booking question. Your form can include either a job booking or assessment booking, but not both. If you offer services that customers can book directly and also offer consultations or estimates, create separate forms for each booking type.

Create a request with a booking question 

Make your form bookable

To allow clients to schedule work directly from your form, add a booking question from the form builder from the actions section: 

• Assessment booking – Clients schedule an assessment or on-site visit. 
• Job booking – Clients book a service directly from your calendar. A form can contain only one booking type, so create separate forms if you offer both.

You can allow clients to book assessments and appointments directly into your schedule by adding a booking question to a request form:

1. Click the Gear Icon then select Settings.
2. From the settings menu, select Requests and Bookings.
3. Locate the Forms section. All your request forms will appear in this section. Click the Add New Form button. 
4. By default, forms start as request forms and include a few questions to help you get started. To customize your form, drag questions from the Questions list in the right-hand panel into your form. You can add additional intake questions or booking questions depending on how you want customers to submit requests or book work:
   • To allow clients to book assessments using this form, add the assessment booking question to the form.
   • To allow clients to book visits for jobs using this form, add the job booking section to the form.
   • Note: Your form can include either a job booking or assessment booking, but not both. If you offer services that customers can book directly and also offer consultations or estimates, create separate forms for each booking type.
5. Click Save to finalize your form. Your new intake form will now appear in the request settings page in the Forms section.

Every form can be tailored to the type of work you’re offering. By dragging and dropping new sections and questions from the Manage Form panel, you can build forms that capture the exact details you need from clients, whether that’s measurements for a landscaping project, images of a repair, or a simple yes/no choice. Organizing your form this way helps set clear expectations and ensures you have the right information up front, no matter what kind of service the client is requesting.

Every form is built from sections and questions:

• Sections act like containers. They group related questions together (for example, “Contact details” or “Project details”). If your request form includes multiple sections, each section will be its own page. Learn more about form pages.
• Questions are the individual fields inside a section that clients fill out, like their phone number, a yes/no choice, or an image upload. Questions can be set as required if there is certain information you need up-front. 

The request form will already include some sections by default, like the client's contact information, a section for service details, and and image upload field. These sections can be moved, removed, or have additional questions added. 

The required fields to include on your request forms are:

• First and last name (or company name)
• At least one contact method:
  • Email address
  • Phone number
• Consent to receive emails and texts from your company: This field is included by default with the email address and phone number fields. It doesn't show in the form editor, but your customers will see it when filling out request forms.

Additional questions that can be added to your forms are:

• Assessment booking: Allows clients to schedule an assessment directly from the form based on your team’s availability. When a client submits the form, Jobber creates a request and schedules an assessment on your calendar.
• Job booking: Allows clients to book a service directly from the form based on your availability. When a client submits the form, Jobber automatically converts the request and schedules a one-off job on your calendar.
• Street address: Adds a field where clients can enter the address for the work location.
• Consent to receive emails and texts from your company: Adds a consent checkbox so clients can opt in to receive communications from your business by email or text message
• How did you hear about us: Adds a dropdown menu to your request from for clients to select how they heard about your business. Responses will automatically map to the lead source field on the client's profile as well as in the clients report. The menu options will match Jobber's default lead sources (Referral, Google, Facebook, Instagram, Flyer, Vehicle wrap, Event, Other) however the dropdown menu options can be customized when creating or editing your request form.
• Short answer: Adds a field for a short answer question to your request form. This is useful for questions where the client won't need to add a lot of detail in their response.
• Long answer: Adds a field for a long answer question to your request form. This is useful for questions where the client may need to provide a lot of information.
• Dropdown (multiple choice): Adds a dropdown menu to your request form where your clients can select multiple options.
• Dropdown (single choice): Adds a dropdown menu to your request form where your clients can select only a single option.
• Checkbox (multiple choice): Adds a checkbox selection to your request form where clients can check off multiple selections.
• Radio button (single choice): Adds a radio button selection to your request form where clients can select only a single answer.
• Numerical answer: Adds a field to your request form for customers to enter numbers into. This question field does not support text.
• Image upload form: Add an image upload option for your clients. Up to 10 files per form can be uploaded, where each file must be under 10MB individually. Supported file types for request image uploads are: JPEG, PNG, and HEIC.
• Area: Add a section where your client can enter a length x width and the unit of measurement. The length x width field only supports numbers (no text), however the unit of measurement can contain text. 
• Yes/no toggle: Add a toggle to your request form where clients can set it to Yes or No. This question field is useful for yes or no questions.
• Date picker: Add a date selection tool to your request form where your client can select a date from a calendar. This is a useful question type for questions where you're asking the client for their availability, or when the answer is a date.

Actions

•  Add products and services: Allows clients to select products and services for their booking.
• Assessment booking: Allows clients to schedule an assessment directly from the form based on your team’s availability. When a client submits the form, Jobber creates a request and schedules an assessment on your calendar.
• Job booking: Allows clients to book a service directly from the form based on your availability. When a client submits the form, Jobber automatically converts the request and schedules a one-off job on your calendar.

Every form can be tailored to the type of work you’re offering. By dragging and dropping new sections and questions from the Manage Form panel, you can build forms that capture the exact details you need from clients, whether that’s measurements for a landscaping project, images of a repair, or a simple yes/no choice. Organizing your form this way helps set clear expectations and ensures you have the right information up front, no matter what kind of service the client is requesting.

Settings for bookings

The Settings tab on the form builder includes some settings specifically for online booking:

• Booking availability
  • Earliest availability
  • Booking interval
• Efficient scheduling
• Google Business Profile
• Google Analytics
• Share links

Note: If your form doesn't include an assessment or job booking question, these settings will be greyed out until you've added one of these questions to make this an online booking form. 

Booking availability

Booking availability includes:

• Earliest availability: Set how soon clients can book an appointment after submitting the form. For example, setting this to 1 business day away prevents clients from booking same-day appointments. This helps ensure you have enough time to prepare before a booking.
• Booking interval: Controls the time increments clients can choose when booking an appointment. Time slots are offered based on the interval you select, starting at the beginning of your business hours. For example, a 30-minute interval offers bookings every 30 minutes, while longer intervals offer fewer time slots throughout the day.

Efficient scheduling

Efficient scheduling helps control how appointments are spaced throughout the day when clients book online. These settings help you avoid unrealistic travel times, prevent back-to-back appointments, and keep your schedule manageable.

Efficient scheduling includes options for:

Drive time limit: Limits bookings to appointments that are within a set driving time of other bookings scheduled that day. Jobber uses the client’s address and estimated travel time to offer appointment slots that are close to existing jobs, helping reduce travel time between visits.

Fixed buffer time: Adds a set amount of time between appointments, such as 30 minutes or 1 hour, to avoid back-to-back bookings. This buffer applies between all appointments and does not factor in the client’s location.

No time restrictions: Allows appointments to be scheduled back-to-back without adding travel or buffer time limits.

Note: Detailed scheduling options like drive time require collecting the client’s address on the form so Jobber can calculate travel time between bookings.

Some notes about drive time:

• Drive time between appointments is calculated by a service called TravelTime which is available in select countries including the United States, Canada, United Kingdom, and Australia. View the full list of supported countries.
• Drive time is calculated using historical traffic data. That being said, things happen and traffic conditions may be different in reality than predicted.
• Team members assigned to online bookings are random, however with drive time the team members assigned to bookings will be folks who are within the maximum drive time
• Drive time works with the service area feature. Your service area limits all of the appointments to within your selected radius, while selecting a maximum drive time ensures you aren’t driving all over the place within that service area.
• If your client is within your service area but you don't have any appointments scheduled yet for the day of their booking, they will see all available time slots when on the day of their booking regardless of where they are. Once their booking is complete, their appointment will be used to calculate drive time from their location on that day.
• The drive time resets at midnight (in your local time zone), so if you have overnight appointments that go past midnight (and your team members are bookable after midnight), your schedule from the previous day won't be taken into consideration for bookings.

Google Business Profile

You can connect a booking form to your Google Business Profile so clients can book services directly from your business listing in Google Search. When enabled, your booking link is added to your Google Business Profile, allowing potential clients to schedule work without visiting your website first.

Click Enable to connect your Google Business Profile.

Note: Your business details shown in this section must match the information on your Google Business Profile, including your company name, address, phone number, and website. Google may take up to a week to add your booking link after it is enabled.

Google Analytics

Add a Google Analytics tracking code to track how clients interact with your request or booking form.

When connecting your Jobber request or online booking form to Google Analytics, you will be prompted to add your Google Analytics 4 tracking code, so you will need to have that code handy as part of the set up. 

Learn how to find your tracking code

When a tracking code is added, Google Analytics collects data about visits and activity on your form. This can help you understand how clients find your form and measure the performance of booking or request pages on your website.

Data collected through Google Analytics may take up to 48 hours to appear in your analytics reports. Make sure you follow your region’s requirements for cookie consent and data tracking.

Share links

Each form has a shareable link that you can send directly to clients or add to your website.

You can copy the link to:

• Share it in emails or messages

• Add it to your website

• Link to it from social media or marketing campaigns

You can also embed the form directly on your website by copying the embed code provided in this section.

Set up bookable services

To have clients select from a list of your products and services when making bookings, set up bookable services on your forms:

1. Click the Gear icon, then select Settings.

2. From the settings menu, select Requests and Bookings.

3. In the Forms section, select the form you want to edit.

4. In the Manage Form panel, add the Job booking question to your form.

5. In the Bookable services section, click Add service.

6. Select the products and services you want clients to be able to book.

7. Review or update the price and duration for each service if needed.

8. Choose which team members can be booked for these services.

9. Click Save or Update to apply your changes.

Clients will now be able to select these services and book an available appointment when submitting the form.

When selecting the service, there is a section of the product and service details for online booking that includes:

• If this product/service is bookable as an assessment or job
• the service duration
• a checkbox to allow your clients to select a quantity for this item
  Note: If your client increases the quantity of the item, the service duration and unit price will scale for the quantity they've selected. 

Set a service duration

To set how long a service takes, select a duration from the dropdown menu. Duration options range from 15 minutes to 12 hours, with increments including 30 minutes, 1 hour, 2 hours, 3 hours, or 4 hours.

The duration you select is shown to clients when they book and is used to calculate the total length of the appointment.

Allow service quantities

If clients should be able to book more than one of the same service, select Allow customers to select quantity. This lets you set a minimum and maximum quantity that clients can choose when booking.

Manage services from your products and services list

Durations and quantities can also be managed from your Products and Services list when creating or editing a product or service. Learn more about Products and Services.

Edit or remove a bookable service

To edit a bookable service:

1. Go to the Bookable services section in your booking settings.

2. Select the pencil icon beside the service you want to edit.

To remove a service so clients can no longer book it:

1. Select the pencil icon beside the service.

2. Select Remove.

Note: Up to 100 services can be displayed in online booking. This limit helps keep the booking experience simple and easy for clients to navigate.

Set up bookable team members

Team members will be automatically assigned to online bookings. Each team member's availability can be set up on the Manage Team setting page from their user profile. If more than one team member is available at a given time slot, the appointment will be assigned randomly. 

 To edit employee availability for online booking:

1. Click the Gear Icon, then select Manage Team.
2. Click the team member whose availability you want to customize to open their details.
3. From the availability for online booking section, click Edit.
4. Customize each day of the week this employee is available and what their start and end times on that day are. 
5. Click Save when you are done. 

If a team member will be on vacation, a task can be added to the schedule for their time away and assigned to them to block that team member from being booked during that time through online booking. This must be a task (or visit) with scheduled start and end times. A calendar event won't block the team member from being assigned with online booking.

What do new bookings look like in Jobber?

When a new booking comes in, admin users will see an activity feed notification and receive an email letting them know there is a new online booking. The email will contain details including:

• Scheduled date and time
• Assigned team members
• Booking summary including services and costs

From the email, tap the View Booking button to see the appointment in your Jobber account. The appointment will match the details submitted by your client with a scheduled visit already on your calendar. 

When a client enters notes into the Enter additional details field, they will be added to the Instructions field on their appointment. 

If your client uploaded any files, they will be added to the booking as an internal note.

Reporting

If online booking is enabled, the one-off jobs report will display whether your customer made their booking through online booking allowing insights into which customers booked services online.

What do your clients see when booking online?

To preview how your online booking will look to clients:

1. Click the Gear icon, then select Settings.

2. From the settings menu, select Booking.

3. From the Share booking link section at the bottom of the page, select Preview.

If you have a service area enabled, when clients and leads navigate to your online booking page they will first be prompted to enter their zip code to verify that they are located within the area that you serve. If they are outside of your service area, they will see a message that states online booking is unavailable for this area and to reach out by phone or email for assistance. 

If your client or lead is located within your service area, upon selecting Continue they will land on a list of the services you're offering including the service description, estimated price and duration. If a service has a long description, selecting Show more will expand the full description.

To add a service to their booking, they will select + Add. If this is an item where the quantity can be selected, they will be able to select the quantity of the service up to the maximum quantity. 

If they select multiple services that include both assessment and job services, the appointment will be booked into your schedule as an assessment. 

Note: When selecting products or services, if any of these items have an image added in your Products and Services List it will not appear to your client when online booking. 

Once they have made all their selections, Continue will bring them to the contact details portion of the online booking form.

The required contact fields they will have to provide are:

• Name (first and last name, or company name)
• Email 
• Phone number
• Property address
  • Street address 
  • State
  • Zip code
  • Country

There is an optional field for Enter additional details. Any notes entered in this field will be added as instructions for the appointment.

There is another optional field for your clients to upload files. This may include images of their property where work needs to be done or documents. Supported file types include:

• JPEG
• PNG
• HEIC
• PDF

A maximum of 4 files can be uploaded per booking. Each file must be under 10MB and the collective file size cannot exceed 40MB. Any files uploaded will be added to the booking as an internal note.

In the footer of the contact information page are your company details. If you have added any social media links in your business profile, the app icons will appear below as a shortcut. Your company contact information from company settings will also appear below so that your customers can reach out if needed. 

Select Continue to move onto the appointment booking section. 

This is where the customer will select a date and time for the appointment from the calendar. Available days will be highlighted in light green with their selected date highlighted in dark green. Your settings for booking availability are what determines the earliest available day that customers can book into your schedule. The approximate duration of the appointment is calculated based on the selected services. 

Below are the available appointment times. If you are using arrival windows your arrival window settings will determine the arrival time displayed for the appointment times. The times displayed are in the timezone that the client is in based on their device settings. Once an appointment has been selected, your client will click Confirm Appointment Time to give their selections one last look over before locking their booking in.

If all the displayed information is correct, selecting Confirm Booking will create an appointment and add this appointment to your schedule. If they need to go back and make any changes, the Back button will bring them back to a previous screen.

Now that everything is booked in, your client will see a confirmation screen with the booking details and they will also receive an email confirmation about the appointment with a button to view the appointment details in client hub. Client hub is where they will see appointment details including:

• Appointment date
• Arrival time 
• Estimated duration
• Property address
• Services + cost
• Who's coming (assigned team members)