Configuring the Booking Widget

The booking widget is the public-facing form at /book/<your-org-slug> and the iframe-friendly version at /embed/<your-org-slug>. It lets customers schedule themselves without calling — they pick a service, vehicle, address, and time, and the booking lands in your Requests inbox (or directly on the schedule, depending on settings).

This article walks through every setting and what it does. You'll find them under Settings → Booking widget.

Lead time

How far in advance a customer must book.

Earliest lead days — minimum days from now. 0 allows same-day; 1 is the default and means the earliest available slot is tomorrow. Use 2 if you need a buffer to confirm.
Maximum lead days — how far out customers can book. Default 60. Higher numbers let customers schedule months ahead; lower numbers force them to book closer to service.

ℹ️

Set "Earliest" to at least 1 unless you have a real same-day operation. Same-day bookings often arrive after your tech's schedule is full and create an unhappy customer no matter what.

Allowed services

Which service types show up in the customer's "Pick a service" dropdown.

All active services (default) — every service marked active in Settings → Service Types appears.
Specific subset — useful if you have premium services that only existing customers should see. Pick the package SKUs you want to expose; everything else stays hidden from the public widget while still being orderable manually.

Add-ons (Air Filter, Cabin Filter, Wipers) automatically follow the package the customer picks. You don't toggle these separately on the widget.

Bookable technicians

Which technicians the widget offers as schedulable options.

All active technicians (default) — anyone with an active Technician role.
Subset — useful if you have new techs you don't want customers booking with yet, or specialists for premium-only services.

The widget doesn't show tech names directly to customers — it just uses these to determine availability density. Customers book a time slot; you assign the actual tech in the schedule view.

Allow customer notes

When on (default), the booking form has a "Anything we should know?" textarea. Customers use this for gate codes, "park behind the office," or "the truck has a stuck dipstick — bring a magnet."

Notes flow into the work order's Customer notes field, visible to your dispatcher and the assigned tech. Internal notes are separate — only the operator sees those.

If you want to disable notes for any reason (you'd rather customers call to discuss specifics), turn this off.

Disclaimer text

Free-text shown at the bottom of the booking confirmation. Operators use this for:

"Service hours are approximate. Tech may arrive within a 2-hour window."
"Cancellations within 24 hours of service are subject to a $25 fee."
"Gate codes / parking instructions can be left in the notes box above."

Plain text — no markdown. ~250 char limit.

Out-of-area review

Bookings from outside your service area (set under Settings → Service Area) flow into a special out-of-area review queue rather than being auto-confirmed. You see them in Requests with an amber badge; approve or decline each one.

This setting is on by default. Turn it off only if you really do service everywhere and don't need an approval gate.

What happens after a customer books

Depending on your settings, a successful booking either:

Auto-creates a Work Order as scheduled and the customer gets an immediate confirmation email. They can see the job in your fleet portal (if they have one) or via the email link.
Creates a pending_review request in your Requests inbox, and the customer gets a "We received your request" email. This path applies when the booking is out-of-area, when a fleet's PO-required flag is on, or when you've turned off auto-confirm.

You can confirm a pending request from Requests with one click — that converts it into a scheduled Work Order.