Online Booking Updated May 31, 2023 14:40

Overview

Save time scheduling by offering your customers the ability to self-serve their appointments. With online booking, clients and leads can select the services they want online through your booking page and their selections will create, schedule, and assign a job into your calendar automatically. 

Online booking settings

Your online booking settings are managed from the Gear Icon > Settings > Online Booking. 

From your online booking settings there are sections to manage your:

• bookable services
• contact information
• booking availability
• review and confirm page
• share booking page

Bookable services

This is where the number of services that are available for online booking will be displayed. To add a new bookable service, select Mange Services then select +Add. Your bookable services can also be managed from Settings > Products & Services as existing services can be edited to make them bookable or new services can be added.

To add a service to your list of bookable services, from the bookable services section of the online booking settings page, select Manage Services. From here, you will be able to select from your existing products and services list or select Create New to add a new product or service. 

On your selected service, there is a section for online booking to add the estimated duration of the service. From the dropdown, select the service duration. There are options from 30 minutes to 12 hours in 30 minute increments. The service duration selected here is the duration that shows to your customers for the service and is used to calculate the duration of the appointment. 

Durations can also be added to services from Settings > Products and Services when adding or editing a product or service. Learn more about products and services. 

Contact information

These are the details that are required from your clients when submitting online booking submissions. These fields are not editable. 

Booking availability

Select Manage Availability to set up the dates and times to make available for online bookings and scheduling preferences including: 

• Booking hours: These are populated from your business hours set up in company settings. 
• Bookable team members: This is where you'll select which team members can be booked for appointments. Their schedules will be used to determine available time slots and they will be automatically assigned. If more than 1 team member is available at a given time slot, the appointment will be assigned randomly.
• Scheduling preferences: Specify the earliest date your clients can select an appointment when booking online. This setting is to prevent clients from booking with too short notice. Buffer times can also be added between appointments to ensure you have enough travel time. 
• Arrival windows: Potential clients will see your estimated arrival windows when selecting appointment times. If no arrival window is set, exact times will be shown for appointment times. Your current arrival window set up will be displayed here.
• Booking intervals: Available time slots will be bookable in 30 minute increments from the start time in your booking hours. For example, appointments will be scheduled on the half hour at 9:00 AM, 9:30 AM, 10:00 AM, etc.

Review & confirm page

This is where you can add an additional message and link to terms and conditions for your client that appears on the review & confirm page along with appointment details. Select Edit to customize.

Share booking page

This is the link that can be shared publicly on your website and social media, or directly with clients. At least one service is required for this link to be usable. Set the toggle to ON to enable online bookings. 

To share your online booking form, select Copy link. This link can be added to your website and social media, converted to a QR code, or shared with clients directly. Learn more about sharing your online booking form. 

When your online bookings are disabled, clients will see that the form is unavailable if they access the link. 

Online booked jobs

When a new online 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 job in your Jobber account. The job will match the details submitted by your client with a scheduled visit already on your calendar. 

What do your clients see?

You can view your online booking form by navigating to your online booking link or by selecting Preview from Settings > Online Booking. Online booking (including the preview) is available when Enable Online Booking is toggled ON in your settings. 

When clients and leads navigate to your booking link, 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 make their selection, check the box next to each service, then select Continue. 

Next, they will be prompted to provide their contact information. The required fields they will have to provide are:

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

Note: Providing a phone number is optional as providing a phone number here is an agreement that they understand they may receive text messages (for example, a text booking confirmation or appointment reminder) where message and data rates may apply. 

In the footer of the contact information page are your company details. If you have added any social media links in your branding settings, 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 (set up from Settings > Online Booking) 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. 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 a job 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) 

Reporting

If Online Booking is enabled, the One-off jobs report will display whether your customer booked online allowing insights into which customers booked services online.

Share your feedback

Before online booking is released, we want to hear your thoughts! To share your feedback navigate to the Gear Icon > Jobber Labs. From the online booking card, select Give Feedback.