Send a booking form

Updated August 9, 2026 · 1 walkthrough

Instead of trading texts about when you are free, send a link. The customer picks a slot that already fits your working hours, and the request lands in your queue.

Send a booking form

0:18On a computer

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The written steps below are the whole walkthrough.

1. The dispatch shortcuts live here
2. The flyout opens: "Quick Add Job", "Send Booking Form", "Emergency Booking"
3. Let the customer fill in their own details
4. The "Send Booking Link" modal — the SMS/Email toggle on SMS, and "No recent calls found. Enter a phone number manually below."
5. Type a number in by hand
6. The box ticks, a phone field appears, and "Send Booking Link via SMS" is still greyed out
7. Straight to their phone
8. The number is in and "Send Booking Link via SMS" lights up
9. Sent — and the same link is there to share another way
10. "SMS Sent!", the recipient number, and the link under "Or share this link manually:"

Recorded August 2026

The link works once, on purpose

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The written steps below are the whole walkthrough.

A booking link is spent as soon as it is used. That is what stops a forwarded link from filling your calendar with bookings you never agreed to, and it is the difference between these links and your permanent public page — the public page is meant to be shared and never expires, which is what makes it printable.

Technicians can send these too

Sending a booking form is one of the few dispatch actions open to technicians. Someone finishing a job can hand the customer a way to book the follow-up without going through you.