What this page is for
Online booking lets customers pick a real time on your public booking page or on a widget on your website. The chatbot can also answer questions and book for you. Set it up under Settings, then Online booking and Chatbot.
Screenshot: The Online booking and chatbot page in Trade Sure
Do the common things
Switch on your booking page
- Open Settings, then Online booking.
- Choose which services can be booked, and how much notice you need.
- Save. Copy the public link, or the embed code for your website.
Take a deposit
- On the same page, set a deposit for a service.
- The customer pays when they book.
Handle a booking
- A new booking makes a request and a visit. You get a notification.
- A customer can cancel or change their booking from their own page.
Set up the chatbot
- Open Settings, then Chatbot.
- Choose how it greets visitors. Add the embed code to your website.
- It answers, prices from your price list, offers real times and hands over to the office when needed. Handed-over chats appear in Messages.
What the statuses mean
- Booked: the booking is live.
- Cancelled: the customer or you cancelled it.
- Chat: Open, Handed over, Booked, Abandoned.
If something looks wrong
- No times show: check the engineer working patterns, time slots and holidays.
- The widget does not appear: check the embed code was pasted into your website.
- Online booking is missing from Settings: the module is switched off.