Clients & getting paid

Booking requests from the portal & public form

Where customer-raised requests land, and how to action them.

Requests raised by customers — through their portal, or your public request/booking form — land in Requests for review. Approve one and it books (or offers your chosen slot); decline politely with one tap and the customer is told either way. If you've enabled instant booking, slots within your rules book themselves and simply appear on the schedule.

Date changes. A customer asking to move an upcoming visit from their portal appears here as a 🔁 Date change card showing the date it's booked for, the date they'd prefer and any note. Pick the new date and press Move visit & notify — the visit moves on the schedule, assigned crew get a notification, the request is marked actioned and the customer gets a confirmation email. Completed or cancelled visits aren't moved.