The Online Booking Portal allows customers to schedule appointments directly from your website. Setting up portal rules ensures bookings align with technician schedules and availability.
Step-by-Step Walkthrough
Open Portal Settings
From the administration menu, navigate to Settings -> Customer Portal and select the Online Booking tab.
Define Booking Options
Select the services available for online booking, assign standard durations, and set default pricing.
Configure Calendar Constraints
Set available booking hours, lead time requirements (e.g. 'no bookings within 12 hours'), and slot limits.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Minimum Lead Time | Required | Prevent last-minute bookings. Select hours (e.g. 12h). |
| Max Booking Slots | Required | Limit the number of self-bookings allowed per hour. |
Map Technician Capacity
Select which technicians, crews, or regions are available for online booking routes.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Capacity Metric | Required | Limit bookings by total crew availability or regions. |
Publish Portal Widget
Copy the provided booking portal link or copy the embed code to add the booking widget directly to your website.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Operating Hour Limits: Availability settings must fall within your defined company operating hours.
- Service Match: Online booking services must be mapped to at least one active billing code.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.