Create and manage a booking step by step

Create a brand-new customer, copy and paste her Maps link, add services and assignments, then confirm, reschedule or cancel safely.

4:45
Arabic narration · Ghizlane
After this lesson

You can create and review a complete booking, trigger the conditional customer WhatsApp confirmation, and manage later changes correctly.

In this tutorial

  1. 00:00The complete booking journey
  2. 00:17Create a brand-new customer
  3. 00:50Copy and paste the Maps link
  4. 01:33Choose the date and time
  5. 01:51Add and review services
  6. 02:16Assign the team, driver and source
  7. 02:31Review and create the booking
  8. 02:46Open and verify the details
  9. 03:00Confirm the booking
  10. 03:14Customer WhatsApp confirmation
  11. 03:32Reschedule safely
  12. 03:54Cancel with the correct reason
  13. 04:21What to watch next