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Bookings 6 min read Every plan (the customers' name, email and phone on Starter and above)

Take bookings and call-back requests in the chat

Let your assistant book appointments at times you're really free and take call-back requests, then confirm, move or decline them from one screen.

You'll need
Your services, how long they take, your hours
Time
Five minutes to set up
Where
Your assistant → Bookings, then Bookings in the sidebar

When a visitor says "can I book a time?" or "can someone call me?", your assistant notices and opens a booking card right in the chat. It only ever shows times you're genuinely free, so nothing can be double-booked, and you're emailed about every request. It works on every plan, Free included. On the Free plan you see every booking and callback request, but the customer's name, email and phone number stay hidden until you upgrade; they still get all their booking emails.

Set it up

  1. Choose what it can take

    On your assistant's Bookings tab, choose Appointments & callbacks, Appointments only, Callbacks only or Off.

  2. Instant or approved?

    Under When someone books a time, choose I confirm each request (the time is held until you confirm it, then the customer is emailed) or Confirm instantly (the customer is booked straight away).

  3. Add your services

    List what people can book, how long each takes and an optional short note, for example Product demo · 30 min or Initial consultation · 60 min. Press Add a service for more.

  4. Set your hours

    Under Hours you take bookings, switch each day on or off and set its opening and closing times. Then check the time zone, how often start times are offered (every 30 minutes, say), the minimum notice and how far ahead people can book. Add any closed dates such as public holidays.

  5. Save & publish

    Press Save & publish. It's live in the chat immediately.

Booking settings: what it can take, instant or approved, and the services list
Appointments and callbacks, approved by you, with two services.
Weekly booking hours, time zone, start time step, minimum notice and booking window
Your weekly hours, time zone and booking rules. Only these times are ever offered.

Manage your bookings

Open Bookings in the sidebar. A badge there shows how many requests are waiting. The cards across the top count requests waiting, call-backs to make, confirmed appointments in the next seven days and new leads, and the tabs below hold everything else:

  • Requests: bookings waiting for you. Press Confirm or Decline; the customer is emailed either way.
  • Upcoming: confirmed appointments. Open one to move it to another time, add notes or cancel it.
  • Callbacks: people waiting for a call, with their number and the time of day that suits them.
  • Leads, Past and Cancelled: everything else, kept for your records.
The Bookings page with requests waiting, callbacks, and Confirm and Decline buttons
Three requests to confirm, one call-back to make and two new leads.

Took a booking by phone? Press Add booking to put it in by hand. It blocks the time in the chat too.

What your customer gets

  • A confirmation email (or a "request received" email, then a confirmation once you approve).
  • A reminder the day before.
  • A private link to add it to their calendar or cancel it themselves. You're told if they do.

Run your jobs in Jobber, ServiceM8, Housecall Pro or simPRO? Every booking can land there automatically. See connect your job software.

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