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Set up a booking site

Marie Henrion
  • Updated

A booking site makes it easy for your customers to make appointments online. They can directly schedule an appointment 24/7 from this booking site. Appointments scheduled by your customers are automatically added to the planning of your field workers in the AntsRoute interface. To set up your booking site, just complete the following steps:

Note: The booking site is available from the Pro plan.

 

Step 1: Setting up the booking site

Note: A booking site is associated with a single AntsRoute site. If you have several sites on AntsRoute, you can create a booking site for each of your sites. The URL of a booking site is unique. If you want to create several booking sites, you will have to determine different URLs for each of your booking sites.
  1. Go to the 'Settings' module.
  2. Click on the tab 'Booking site'.
  3. Click on the button 'Setup my booking site'.

    booking_site_antsroute_01.png

 

#1 Fill in the general information

  1. Fill in the 'Title of the booking site' (displayed on the welcome page of the booking site).
  2. Determine the 'URL of the booking site' (link shared with your customers).
  3. Add the 'Quick description'.
  4. Click on the button 'Next step'.

    booking_site_antsroute_02.png

 

#2 Choose the types of service

The service types correspond to the types of services offered for online booking. When booking online, your customers must select a service type. For each type of service, you must define the duration of service in minutes. It is also possible to determine the skill(s) required to complete a service, as well as a time slot to be respected.

  1. Check the box for the types of service to be offered for online booking or click on 'Add a type'.

    booking_site_antsroute_03.png

  2. Determine the 'Name'.
  3. Determine the 'Duration' for this service type.
  4. If necessary, select a 'Skill' required to complete this service type.
  5. If necessary, determine a 'Time slot' to be respected to complete this service type.
  6. Determine a 'Priority'.
  7. If necessary, determine a 'Description' which will be displayed on the booking site.
  8. Click on the button 'Save'.

    booking_site_antsroute_04.png

Note: The 'Priority' field is only visible for those who have activated the 'Field service bucket' tab. By defining a 'high' priority, the service operations of this type will be planned in priority when all service operations cannot be assigned to your field workers. In order to take this priority into account when scheduling, you have to choose the value 'Service type' for the setting 'Prioritization criteria for field services' (Settings > Settings > Optimisation settings).

 

#3 Select time slots

These are the time slots that will be available by default on the online booking site if the type of service chosen does not contain any.

  1. Select time slots or click on 'Add a time slot'.

    booking_site_antsroute_05.png

  2. Determine a 'Start' and an 'End' time.
  3. Click on the button 'Save'.

    booking_site_antsroute_06.png

 

#4 Other options

  1. Determine the 'Maximum authorized kilometers to add extra field service' (optional).
  2. Determine the 'Number of days from which customers can book an order' (optional).
  3. Click on the button 'Next step'.

    booking_site_antsroute_07.png

Note: If you are using custom fields that need to be filled in during scheduling, you can select them so that your customers can complete them directly from the booking site.

 

#5 Fill in the display settings

  1. Add a 'Logo for the booking site' (URL).
  2. Add a 'background picture'(URL).
  3. Determine the 'Main color of your booking site'.
  4. Click on the button 'Save'.

    booking_site_antsroute_08.png

 

Step 2: Share the booking site with your customers

  1. Click on the button 'Copy' and keep the URL of your booking site.
  2. Click on the button 'Terminate'.

    booking_site_antsroute_09.png

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