Let clients pick their own time

With self-scheduling on, clients see open dates and times after they choose their packages, and book one themselves. Quoti only offers times when one of your crews is free to do the work.

Turn on self-scheduling

1. Tap More. On the Your booking page card, tap Edit.
2. Tap Availability.
3. Turn on Allow customer to book on their own.
4. Under Booking policies, tap Minimum notice days and choose how much notice you need, from 1 day to 1 month.

The Your booking page card on More now shows Live.

How Quoti picks the times

After the client taps Next on the packages step, the page shows "Analysing your selected services..." and then a list of open times. Quoti looks at: - Your crews. Only crews with Takes new visits on, and only for the services each crew does. - Weekly hours and Days off and special hours of each crew, plus the visits already on its schedule. - Starting point: where the crew starts its day, used to plan travel between jobs. - Revenue per hour: how long the job takes. A $300 job for a crew at $125 per hour takes 2 h 30 min (the time is rounded up to the next 15 minutes). - Minimum notice days: the first day offered is today plus that many days. Times go up to 60 days ahead.

To change hours, days off or the starting point, tap More → Team & crews and open a crew. The Availability screen also lists your crews with their hours.

The times offered are start times. Your Arrival window (More → Visits & reminders) doesn't change them.

What the client sees

1. They tap a date, then a time.
2. On Verify & Confirm, they check the date, time and total, and tap Book.
3. Quoti creates the job at that time and the thank-you page shows "Your appointment is coming up".

The confirm and thank-you steps also show your cancellation policy, for example "Cancel before Nov 12". Set it in Page Customization → Cancellation policy.

If no time suits them, the client can tap None of these times work? to ask for a call.

When self-scheduling is off

Clients still choose services and packages and tap Book, but they don't pick a time. The thank-you page says "Thanks for your request" and "We will contact you shortly", and you set the time with them.

Tips

• Give at least one crew Weekly hours and keep Takes new visits on. Without that, clients get no times.
• Add a Starting point to each crew so the times offered make sense for travel.
• The same screen has Let clients reschedule or cancel online (before your cancellation policy).

Related articles

• Set up your crews
• How your booking page works
• Customize your booking page
• Reschedule a visit