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Reservations

Jake MacDonald
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4. Online Reservation Notifications

These settings control alerts for incomplete or "abandoned" online bookings, allowing you to follow up on potential leads.

  • SMS: Sends a text message to customers who start but don't finish a booking. This requires the Partial Reservation SMS trigger to be configured in Admin > Message Center. The number entered here is the delay (in minutes) after the customer's last activity before the SMS is sent. This only applies to customers who have opted into SMS marketing.
  • Email: Sends an email alert to your staff about an incomplete booking. The number entered here is the delay (in minutes) before the alert is sent. If the customer completes the booking within this time, you will receive the standard new booking notification instead.

Requirement: For the email notification to work, you must enter a destination email address in the Online Reservation Alert field located at Admin > Company.

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5. Split Reservation Requests by Company Department

If your company uses "Departments" to organize services (e.g., "Carpet Cleaning" and "Air Duct Cleaning"), checking this box will automatically split a customer's order into separate appointments if they select services from multiple departments.

Note: When this feature is active, a customer cannot select the same arrival window for the different appointments created by the split.

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6. Online Source Picker

Sometimes, a customer arrives at your Online Booker through a specific marketing link (e.g., from an email campaign) that has a pre-defined marketing source attached. By default, the system will use this source and hide the "How did you hear about us?" source picker from the customer.

  • Checked: The source picker will always be displayed to the customer, allowing them to choose an option, even if they arrived via a tracked link.
  • Unchecked: The source picker will be hidden if a pre-defined source is already attached to the customer's session.

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7. Require Phone Number Upfront

Check this box to require a customer to enter their phone number on the initial landing page of the Online Booker before they are allowed to view products and services.

7. Online Reservation Misc - Require Phone Number Upfront

Use this checkbox to require a phone number before the customer can view products and services.

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8. Default Marketing Opt-In Status

This setting controls the default state of the "Receive marketing emails" checkbox shown to new customers. This applies across the desktop app, mobile app, and all 2021 Online Booker modes.

  • Unchecked (Default): The marketing opt-in box will be checked by default.
  • Checked: The marketing opt-in box will be unchecked by default, requiring customers to actively opt-in to marketing communications
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9. Reservation Terms

Here you can create and manage terms and conditions that customers must agree to during the booking process. You can associate different terms with different service departments.

  • To Add a New Term: Click the + Add Term button.
  • To Edit an Existing Term: Click on the text of the term you wish to change.

When adding or editing, you will be able to write the term's content and use checkboxes to select which department(s) it applies to. Remember to save your changes.

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10. Product Conflict Groups

This powerful feature prevents customers from booking services that should not be combined in a single order. For example, you can stop a customer from selecting both a "3 Room Special" and a "5 Room Special" in the same booking.

To create a conflict group:

  1. Click Add New Group.
  2. In the pop-up window, select all the products and services that should be mutually exclusive (i.e., a customer can only pick one from the group).
  3. Click Save.

Once configured, if a customer adds one item from a conflict group to their cart, all other items in that same group won't be selectable.

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11. Ordering Online Products and Services

This section controls the display order of your products and services within the Online Booker.

How to Reorder:

  1. Locate the product or service you wish to move.
  2. Click and hold the mouse button over the item. Your cursor will change to a hand icon.
  3. Drag the item up or down to its new position in the list.
  4. Release the mouse button.
  5. Repeat until all items are in the desired order.
  6. Scroll to the top of the page and click Save Changes.

Key Considerations:

  • Category Order First: The system first organizes items by their Category's display order. The order you set here applies to items within each category.
  • Enable Categories: A product or service will only appear online if its parent category is also enabled for online display.
  • Update After Adding: When you enable a new product for online booking, you must visit this section and set its position in the list to ensure it appears correctly.
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