
Online booking page — customers choose services, pick a time, and submit their details from a public URL.
How it works
Each workspace gets a unique booking URL:<iframe>.
Booking page settings
Go to Settings → Online Booking to configure:Availability settings
Slot duration is used when no service duration is specified. If the customer selects a service with an estimated duration, that duration takes precedence.
Submission behavior
Use Create Order if your business accepts all bookings without manual review — the job goes straight into your schedule. Use Create Lead if you want to review or quote first, or if your slots require confirmation.
Customer-facing content
Setting up services for online booking
Not all services need to be available online. You control exactly which ones appear and in what order.1
Mark services as Bookable
Go to Settings → Services & Pricing (or from within the Booking page settings). Toggle each service you want customers to be able to select online to Bookable.
2
Set estimated durations
Each bookable service should have an Estimated Duration set. When a customer selects multiple services, the CRM adds the durations together to find slots long enough for the full job.Services without a duration use the default slot length.
3
Choose featured positions
Up to 8 services can be featured — highlighted at the top of the service selection screen. Drag and reorder them by featured position (1 = displayed first).Feature your most popular and clearest services. Customers booking online tend to pick from the first few options they see.
Embedding on your website
Once the booking page is enabled, you have two ways to share it: Direct link — share the booking URL directly in Instagram bio, Google Business Profile, email signature, or anywhere else. Embed code — copy the<iframe> code and paste it into your website’s HTML. The booking form loads directly on your website page with no visible CRM branding if you’ve disabled it.
CAPTCHA protection
The booking form includes Cloudflare Turnstile CAPTCHA to prevent spam submissions. This happens automatically — customers complete the CAPTCHA as part of the form submission, and your CRM only receives verified submissions.Booking page readiness checklist
Before sharing your booking URL, confirm:✅ Booking page is enabled
✅ Booking page is enabled
The master toggle in Settings → Online Booking must be turned on.
✅ At least one service is marked Bookable
✅ At least one service is marked Bookable
Without bookable services, customers see an empty service list.
✅ Services have estimated durations
✅ Services have estimated durations
Duration is required for accurate slot availability calculation.
✅ Welcome and confirmation messages are written
✅ Welcome and confirmation messages are written
Default messages are generic. Personalized messages build confidence in the booking.
✅ Submission behavior is configured
✅ Submission behavior is configured
Decide whether submissions create orders or leads before going live.
✅ Advance booking days and min lead hours are set
✅ Advance booking days and min lead hours are set
These prevent customers from booking time slots that don’t work for your team.
Leads
Review and convert leads created by booking page submissions.
Orders
View orders created automatically from booking submissions.
Services & Pricing
Mark services as bookable and set their durations.
Website leads
Set up a lead capture form for your website as an alternative to the full booking page.