Bookings
Allow customers to book appointments for onsite or remote service. Streamline your booking process with automated scheduling, resource management, and customer self-service portal.
How Bookings Work
Our booking system supports service appointments for products. Customers can book services online, and operators can manage all bookings from their dashboard.
- Onsite and mobile services
- Resource assignment
- Booking rules validation
For Customers: Booking Experience
Customers can easily browse products, book services, and manage their appointments through the customer self-service portal.
- 1Browse Products
Visit the organization's shop page and browse available services
- 2Select Date & Time
Choose your preferred date and time for the service
- 3Choose Location Mode
Select onsite (come to us) or mobile (we come to you)
- 4Provide Location (if mobile)
Enter your address for mobile service delivery
- 5Complete Booking
Review and confirm your booking
- View All Bookings
See all your bookings across different organizations
- Booking Details
View service details, date, time, location, and status
- Cancel Bookings
Cancel bookings if your plans change
- Booking History
Access your complete booking history
- Onsite Service
Customer comes to your service location with optional location details (e.g., "Terminal 2, Door 3")
- Mobile Service
Service provider goes to customer's location with GPS coordinates for navigation
- Minimum Advance Booking
Bookings must be made X minutes/hours in advance
- Maximum Advance Booking
Bookings cannot be made more than X days in advance
- Allowed Days of Week
Only certain days of the week are allowed for booking
- Blackout Dates
Specific dates when bookings are not available
For Operators: Managing Bookings
As an operator, you can create bookings, assign resources, manage schedules, and track all booking activity from your dashboard.
- 1Select Customer
Choose the customer from your customer database
- 2Choose Product
Select the service or product to book
- 3Set Date & Time
Select start and end date/time for the service
- 4Choose Location Mode
Select onsite or mobile service
- 5Assign Resource (Optional)
Manually assign staff or equipment, or let system auto-assign
- Manual Assignment
Manually assign specific staff or equipment to bookings
- Auto-Assignment
System automatically assigns available resources based on availability
- Conflict Detection
System checks for overlapping bookings when assigning resources
- Resource Types
Support for staff, equipment, vehicles, and other resource types
Viewing & Filtering
- Calendar view with all bookings
- List view with search and filters
- Filter by status, customer, product, or date
- View booking details and history
Status Management
- Update booking status (pending, confirmed, in progress, completed, cancelled)
- Cancel bookings when needed
- Track service completion
- Link bookings to work orders
Booking Statuses & Lifecycle
Bookings progress through different statuses based on confirmation, service delivery, and completion.
Notifications & Alerts
Stay informed about booking activity with multi-channel notifications for both operators and customers.
- New Booking Created
When a customer creates a new booking
- Booking Cancelled
When a customer cancels their booking
- Booking Reminders
Reminders before upcoming bookings
- Status Updates
When booking status changes
All organization members receive notifications. Configure preferences in Settings.
- Booking Confirmation
When their booking is successfully created
- Booking Reminders
Reminders before their scheduled appointment
- Status Updates
When booking status changes (confirmed, in progress, completed)
- Cancellation Confirmation
When a booking is cancelled
Customers can manage notification preferences in their account settings.
Key Features
Everything you need to manage bookings efficiently.
Ready to Streamline Your Bookings?
Join operators who are managing their bookings efficiently with our comprehensive booking management system.