Available on: Customer journey and above
The appointment booking portal gives your contacts online access to book appointments for a job. It now covers both the work address contact (such as an agent or landlord) and the primary customer contact. Using scheduling rules, you can also make sure service jobs are booked before their due date and stay compliant.
Note: Booking for the primary customer is sent manually from the job record screen (V2), which is in closed beta and available to a limited number of clients, so it may not appear for you yet.
Prerequisites
Self service portals in Commusoft use smart scheduling to show available dates and times to customers when they book their jobs. These settings ensure that customers self service journies are not interrupted when trying to book:
Skills assigned to users.
Shifts assigned to users.
Service Windows determine how timeslots are displayed externally.
Email and SMS templates including the booking portal tag for private customers.
Access emails set up, these are sent to the contact when a job or estimate is created for a work address:
Take a look through the Service reminders (Overview) for setup and usage guides.
View setting
➡️ Profile icon > Settings > Self-service > Job booking portal settings > View
Configure the portal
Communications
➡️ Set Contact Details in the Customer Support Pop-Up
Email Address
Don’t Show Email: No email address is shown.
Show Company Email: Display the email from Company Details.
Enter Email: Manually enter an alternative email address in the ‘New Email’ field.
Phone Number
Don’t Show Phone: No phone number is shown.
Show Company Phone: Display the phone number from Company Details.
Enter Phone: Manually enter an alternative phone number in the ‘New Phone’ field.
Custom Text Options for Contact Pop-Up
Contact Support Description
Contact Support Title
Contact Support Available Timing
To turn off the contact pop-up, set both the phone number and email address to ‘Don’t Show’.
Notifications
Set In-System Notifications for Review Feedback
Send Notification To: Select access roles from the dropdown to receive in-system notifications when a service job is booked.
Set Up Email Notifications for Service Job Bookings
Selecting Users or Access Roles
To: Select desired users or roles from the dropdown to receive email notifications.
Using Custom Email Address(es)
To: Manually enter an email address and press the 'Return' key to add it.
Choose an Email Template
Email Templates: Select a template from the dropdown (ensure a suitable template is created in advance for this purpose).
Click Save