Step 1: Selecting Services
When a customer opens your unique booking link, they land on your branded page showing your title and description.
Service Menu: They see a list of available services with prices and images.
Quantity: Customers use simple (+) and (-) buttons to add services to their cart.
Multiple Selections: They can select multiple services (e.g., "Deep Clean" + "Carpet Shampoo").
On-Site Estimate: If you enabled this in settings, they will see a distinct card for "On-Site Estimate" which creates an assessment instead of a job.
Cart Summary: A shopping cart icon in the top left updates in real-time as they add items.
Step 2: Choosing a Time Slot
After clicking Continue, the customer sees your availability.
Smart Scheduling: The system calculates available slots based on the duration of the services they selected. (e.g., If they picked a 5-hour job, it only shows slots with 5 hours of open time).
Future Dates: If today is booked or a holiday, customers can use the arrows to browse future weeks to find a slot.
Step 3: Customer Information
The customer enters their details based on the form fields you configured in Online Booking settings.
Contact Info: First Name, Last Name, Email, Phone.
Address: Street, City, State, Zip.
Notes: A text box for special instructions (e.g., "Gate code is 1234").
Step 4: Payments & Deposits
This step only shows when you have deposits enabled, in your Online Booking Settings, otherwise this step is skipped.
Deposit: If required, the system displays the deposit amount (Calculated based on the percentage or the full amount).
Secure Payment: Customers can enter their Credit Card or ACH details securely via your connected wallet.
Confirm: Clicking Confirm processes the payment and finalizes the booking.
Step 5: Confirmation & Add to Calendar
The final screen is the summary page.
Summary: Displays the Date, Time, Location, Service List, and your Business Contact Info.
Add to Calendar: A button allows the customer to instantly add the appointment to their Google/Outlook calendar with all details pre-filled.
Contact Us: Shows your email and phone number in case they need to reach out immediately.
If Scheduling for Approved Quotes is enabled: If a customer is booking directly from an Approved Quote, they skip Step 1. The services are pre-selected based on the quote, their information is automatically pre-populated, and any deposit paid on the quote is automatically reflected on the Booking and the Job.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.