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Online Booking: Enabling Auto Scheduling for Quotes

Learn how to enable job auto scheduling for your approved quotes!

Updated over 3 weeks ago

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Avatar > Settings > Integrations > Online Booking > Scheduling Tab

Allow Scheduling for Approved Quotes

In the Scheduling Options tab, you can toggle this feature on.

  • What it does: If enabled, when a customer approves a Quote you sent them, a popup immediately asks if they want to schedule the work now.

  • Benefit: It removes the friction of "approve and wait for a call," allowing the deal to convert to a job instantly.

Quotes with Deposit: If your quote had a deposit paid for it, the auto scheduler will recognize the payment and link your paid invoice to the New Job that gets created with online booking.


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