Booking Widget

The booking widget lets customers schedule their own oil changes directly from your website — no phone call required. It's a branded, public-facing page that lives at /book/[your-slug] and can also be dropped into any webpage as an iframe.

How it works

When a customer visits your booking page, they step through a short wizard:

Select a service — your active package services are listed (e.g. Synthetic Oil Change)
Choose add-ons — optional extras you've enabled (air filter, cabin filter, wiper blades)
Enter their vehicle — year, make, model, and trim; the system looks up the oil spec automatically
Enter their address — where they want the service performed
Pick a date and time — slots shown within your business hours
Confirm — they review the summary and submit; a work order is created in your account

The customer receives a confirmation and the job appears in your schedule automatically.

ℹ️

Bookings created through the widget have status scheduled and are assigned to no technician by default. Assign a tech from the work order detail page or drag the job on the schedule grid.

Your booking URL

Your unique booking page is at:

https://yourapp.com/book/[your-org-slug]

The slug is set when your account is created (e.g. oil-to-go). Share this URL in your email signature, social media profiles, Google Business listing, or anywhere else customers find you.

Embedding on your website

To embed the widget as an iframe on your own website, use the /embed/[slug] URL instead. It renders the same booking wizard without the platform header, so it sits flush inside your site's layout.

<iframe
  src="https://yourapp.com/embed/your-slug"
  width="100%"
  height="700"
  style="border: none; border-radius: 12px;"
  title="Book an oil change"
></iframe>

Enabling and disabling bookings

The booking widget is controlled by the Booking enabled toggle in your settings. When disabled, visitors to /book/[slug] see a friendly message with your shop phone number instead of the wizard.

To toggle it: go to Settings → Schedule and find the Online booking switch.

⚠️

Disabling booking does not cancel any work orders already created through the widget — it only prevents new bookings from being submitted.

Service area

The service area gate controls which customer addresses the booking widget will accept. You configure it under Settings → Service Area.

How the gate works

There are two controls, and when both are configured a booking must satisfy both:

Radius — a mile radius drawn around a center point (your shop address by default). Drag the blue pin on the map to move the center, then use the slider to set the radius (1–100 miles). Setting the radius to 0 disables the radius check entirely so only the ZIP list applies.

ZIP allowlist — an explicit list of ZIP codes you serve. Add each ZIP as a chip. If a customer's service address falls outside this list it will be flagged regardless of whether it's within the radius.

When neither control is configured (radius at 0, ZIP list empty) the widget accepts any address.

What happens when a customer books outside your area

Out-of-area bookings are never blocked outright — the booking goes through so the customer isn't left hanging. Here's what happens behind the scenes:

The work order is created with a Needs review status flag and an internal note identifying why it was flagged (radius, ZIP, or both). You'll receive an email notification immediately. On the customer's side, they see their normal confirmation screen with an amber notice:

"Heads up: your address may be just outside our usual service area. We've received your booking and someone from [your shop name] will reach out shortly to confirm. If we can't make it work, we'll let you know — no charge until your appointment is confirmed."

This approach avoids turning away customers who might be just over the edge of your configured area while still giving you a clear signal to review before dispatching.

Finding flagged bookings

Go to Work Orders and filter by source Online booking — out-of-area work orders show a yellow Needs review badge. Open the work order, review the address, and either confirm it (assign a tech and proceed as normal) or contact the customer to let them know you can't make it out there.

ℹ️

If a customer's address doesn't return GPS coordinates (e.g. a PO Box or a manually typed address that didn't match Mapbox), the radius check is skipped and the booking passes the ZIP gate only. The work order is still created normally and the customer won't see the amber notice.

Controlling what customers can book

Only active service types with kind: package appear in the booking widget. Add-ons with kind: addon are offered as optional extras after the customer selects a package. To hide a service from the widget without deleting it, mark it inactive under Settings → Service Types.

The widget also respects your business hours — customers can only pick date/time slots that fall within the hours you've configured under Settings → Business Hours.

Viewing widget bookings

All bookings from the widget appear in the work orders list and on the schedule alongside manually-created jobs. Widget-created bookings are identified by the Booked online badge on the work order detail page.

To see only widget bookings, go to Work Orders and filter by source Online booking.

Setup checklist

Before sharing your booking URL, make sure:

At least one active package service type is configured under Settings → Service Types
Business hours are set so the date picker has valid slots to offer
Your shop address is saved under Settings → Shop so route planning works for the booked job
Service area is configured under Settings → Service Area (radius and/or ZIP list) so out-of-area bookings are flagged correctly
Online booking is toggled on under Settings → Schedule