A test booking is the fastest way to check everything you have set up: services, prices, questions, hours, service area, payments and emails. Use your own email address and a real address inside your service area.
Make the booking
- Open your Direct Link from Booking Forms, Widget & Sharing, in a private browser window so you see what a customer sees.
- Choose a service, answer the questions and pick a time.
- Enter your own name, email and an address in your service area.
- Complete the booking. If a deposit is required, use test mode or a small real payment.
- Check the confirmation email arrives.
Find it in Service Intake
Service Intake
| Section | What lands here |
|---|---|
| Quote Requests | Requests for Quote Only services, and any order that needs your estimate. |
| Bookings | Direct bookings and booking requests waiting for your approval. |
| Recurring Services | Active repeat-visit series. |
Service Intake, Quote Requests. The cards switch between Quote Requests, Bookings and Recurring Services.
Each section shows a count on its card. Open the one your test landed in and check the customer details, answers, photos and price.
Take the next step
- A direct booking: confirm it is scheduled and assign someone.
- A booking request: approve the requested time or offer another.
- A quote request: build and send an estimate from the request.
Bookings shows schedule, status and value. Open a booking with View to approve or assign it.