Online booking
Your booking page lives at app.lawnledgercrm.com/book/your-business, the sibling of your portal address. A prospect picks a service you offer online, says where and how to reach them, and picks a day and an arrival window. It lands in Service Requests marked Booked online, and you confirm it into a job with one click.
Online booking is Starter and up (onlineBooking). The page offers days
your hours allow, and stops offering a day or window you’ve capped; it never
promises a crew. You confirm the time.
At a glance
- Turn it on: Settings → Connect → Customer portal → Online booking.
- What it offers: services with Bookable online switched on, under Services.
- Where bookings land: Service Requests, with the day and window the prospect asked for.
- Confirm: open the request, Create the job - the job form opens with the customer, the address and the day filled in.
Setting up the page
Switch it on
Settings → Connect → Customer portal → Online booking: turn on Take bookings online. The page’s link is shown there with a copy button - put it on your website, your Google Business Profile and your ads.
Pick the days and hours
The page offers the days you mark open, from the earliest day you allow (one day out by default) to as far ahead as you allow (30 days by default). Weekends are closed unless you open them.
Name the arrival windows
Morning (8 to 12) and afternoon (12 to 5) by default. Add an evening window, or narrow them. The prospect picks one; you set the exact time when you confirm.
Cap how much you take (optional)
Under the arrival windows, set Most visits to take in a day and Most visits in one arrival window. Jobs already on the schedule and booking requests you haven’t answered count against them. When a day or a window reaches its limit the page greys it out, marked Full, and a booking that lands just after it filled is turned away with a note to pick another time. Leave them at 0 for no limit.
Mark the services
On each service, Bookable online, with the sentence the page shows and a typical duration. Only those services appear on the page.
Say what happens next
The confirmation text is the last thing the prospect reads - “We’ll call you the day before to confirm the time” - in your own words.
What a booking does
A booking creates the customer as a lead from the website if they are new - if the name, email or phone matches someone on file, it books under them instead - adds the address as a property, and files a service request with the day, the window and the service. The prospect gets the “we got your request” email; the office gets the push.
The page is public. It asks for an email or a phone number and refuses a booking without one, hides a field bots fill in, and is rate-limited like the other anonymous forms. A booking from an address already on file for that customer reuses the property; it does not refuse the booking.
Confirming a booking
In Service Requests, a booking shows Booked online and the day and window asked for. Open it and press Create the job: the job form opens with the customer, the property and the day already set. Pick the time and save - the request is marked Scheduled, linked to the job, and the customer gets the scheduled notice. Decline is there too, with a note the customer receives.