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:
Step 1: Setting up the booking site
- Go to the 'Settings' module.
- Click on the tab 'Booking site'.
- Click on the button 'Setup my booking site'.
#1 Fill in the general information
- Fill in the 'Title of the booking site' (displayed on the welcome page of the booking site).
- Determine the 'URL of the booking site' (link shared with your customers).
- Add the 'Quick description'.
- Click on the button 'Next step'.
#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.
- Check the box for the types of service to be offered for online booking or click on 'Add a type'.
- Determine the 'Name'.
- Determine the 'Duration' for this service type.
- If necessary, select a 'Skill' required to complete this service type.
- If necessary, determine a 'Time slot' to be respected to complete this service type.
- Determine a 'Priority'.
- If necessary, determine a 'Description' which will be displayed on the booking site.
- Click on the button 'Save'.
#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.
- Select time slots or click on 'Add a time slot'.
- Determine a 'Start' and an 'End' time.
- Click on the button 'Save'.
#4 Other options
- Determine the 'Maximum authorized kilometers to add extra field service' (optional).
- Determine the 'Number of days from which customers can book an order' (optional).
- Click on the button 'Next step'.
#5 Fill in the display settings
- Add a 'Logo for the booking site' (URL).
- Add a 'background picture'(URL).
- Determine the 'Main color of your booking site'.
- Click on the button 'Save'.
Step 2: Share the booking site with your customers
- Click on the button 'Copy' and keep the URL of your booking site.
- Click on the button 'Terminate'.