Creating & Editing Bookings

OctopusPro gives you the power to manage your bookings efficiently and effectively, whether they’re made over the phone or directly through your branded customer-facing app or Customer Portal.

With OctopusPro, you can not only create bookings manually but also convert inquiries and quotes into confirmed bookings. All bookings can be confirmed by admins within the system, providing a seamless integration between your customer-facing interfaces and your internal management system.

Before diving into creating your first booking, make sure you have set up the essential aspects of your account. This includes adding your services and fieldworkers. If you need help with this, refer to our pages on ‘Adding a new service‘ and ‘Adding a new fieldworker‘.

This user guide is here to help you navigate through the system with ease, offering a detailed exploration of the booking process. Below is a table of contents that provides quick access to the topics you may be interested in.

Table of contents:

• Creating new bookings manually
• How to edit a booking?
• How to convert an inquiry into a booking?
• How to convert a quote into a booking?
• How to add a Google Map address when creating a new booking?
• Adding multiple addresses while creating a new booking
• How to remind customers and admin users of future bookings?
• How to add a customer property when creating a new booking?
• How to create recurring appointments?
• How to create a new booking with multiple services and different fieldworkers assigned?
• What is the difference between selling products and selling services?
• How to display/hide the Product Sales from the services list and why you might need it
• What is the difference between adding products on the booking level and on the service level?
• How to add a custom form when creating a new booking?
• How to view nearby bookings when creating a new booking?
• How to view available fieldworkers when creating a new booking?
• How to add a voucher code when creating a new booking?
• How to add a discount when creating a new booking?

Creating new bookings manually

 

Step 3: Trading Names

If your company operates under multiple trading names, select the appropriate one for this booking. If no specific name is selected, the default trading name will automatically apply. You can learn more about this feature on our ‘Trading Names‘ page.

Step 4: Booking Source

Next, select a source to identify the communication channel through which the customer submitted the inquiry/quote. This step helps categorize bookings according to the channel used.

Step 5: Customer Details

Next, input the details of the customer for whom you’re scheduling the booking. If it’s an existing customer, simply type their name into the search bar. For a new customer, click on “Add new customer+” or the ‘+’ icon to enter the new customer’s details. This step opens a form where you can input information like their name, email, phone number, and billing address.

Step 6: Address Details

 

Step 7: Adding Services and Products

Step 8: Custom Services and Products

Now it’s time to schedule the booking. You will first determine the duration of the booking by selecting a start and end date via the calendar popup. Subsequently, designate a preferred start and end time for the booking. Alternatively, if there is no specified timing for the booking, select the “No specified time” option. This stage also allows for the inclusion of additional comments regarding the timing of the booking or any specific requirements.

OctopusPro also offers the flexibility to schedule multiple visits per service or assign additional fieldworkers to the same service if necessary. To take advantage of this, click on Add, then click on Single Appointment to add an “additional appointment”, or click on “Recurring Appointment” to add a recurring appointment.

This action will prompt a new container to appear, allowing you to plan future visits if needed. Select the desired date and time and assign either the same or a different fieldworker for the service. This area also provides space to add any extra comments or requirements.

Alternatively, if you require a team of fieldworkers for the same service, simply add the same details (date and time) as the previously entered service, then select a different fieldworker. This way, you can efficiently manage larger bookings requiring more resources.

Step 11: Finalize Pricing and Charges

Ensure the total price for the booking is correct, adding an extra charge or discount if necessary. You can also edit your tax rate by clicking on the percentage value in the tax field.

Step 12: Finalizing the Booking

 

Step 13: Booking Confirmation

After saving changes, you’ll be directed to the Booking page where you can send an automated booking confirmation email to your customer. If necessary, edit the email content before sending. With these steps, you’ve successfully created a manual booking on OctopusPro!

How to edit a booking?

You can easily edit a booking after creating it from the booing list page, go to Bookings > All bookings then select the booking you want to edit, click on actions, and Edit booking. You will be redirected to the booking form where you can edit all the details.       

Or from the booking view page, click on Actions > Edit from the top right of the page.

 

You will be redirected to the booking form where you can edit all booking details such as:

• Booking status.
• Customer information.
• Edit trading name.
• Appointment date and time.
• Booking address.
• Add or remove services.
• Add reminders.
• Change selected or add fieldworkers and subworkers.
• Edit service pricing.
• Add voucher codes.

And much more as explained above.

How to convert an inquiry into a booking?

From the inquiries list page, select the inquiry you wish to convert to a booking. Click on the Actions button, and select Convert to booking.

Or, from the actions button, select View inquiry.

You will be redirected to the inquiry view page, on the top right side of the page, from the actions button, select Covert To Booking.

How to convert a quote into a booking?

From the quotes list page, select the quote you wish to convert to a booking. Click on the Actions button, and select Convert to booking.

Or, from the actions button, select View Quote.

You will be redirected to the quote view page, on the top right side of the page, from the actions button, select Convert To Booking.

How to add a Google map address when creating a new booking?

When creating a new booking, you will be required to add a customer, select a trading name and choose your preferred booking location, based on the locations you have enabled for your business.

If you have enabled mobile location for your business, then you will be required to add a booking address.

To add a Google Map address to the booking address field on OctopusPro, simply copy the URL of the Google Map page, and paste it into your address field when creating a new booking, and all the location field details will automatically fill and you won’t have to manually add it. 

First, after detecting the location on Google Maps, click on the page URL, and copy it.

After copying the page URL, go to your booking form, and click on the address field. After that, click on Enter address manually, and simply paste the URL link you copied earlier into the URL field.

After pasting the URL, all the location details will be filled in automatically in the empty fields. 

You can also copy the Google Map address link by clicking on Share, then COPY LINK on the popup window. And then follow the same steps.

Adding multiple addresses while creating a new booking

How to remind customers and admin users of future bookings?

When creating a new booking as an admin user, after adding your customer, and selecting your business trading name and booking address, you can set up a next service date reminder, once activated from the forms & checklists settings page.

The service date reminder enables you to send SMS/Email reminders to customers for future bookings, and reminders to fieldworkers and admin users too. 

The next service date reminder helps you generate repeat work from existing customers that have already tried your service, and can greatly help improve your customer retention rate. If you provide a service that might be required again by your customers, whether that’s in a week, a month, or a year after job completion, then it’s a great idea to set a follow-up date to remind your customers to book your service again just before they might require them in the future.

The intent of setting up a follow-up date is for your customers and admin users to be reminded that your customer’s next service is due soon. You can also encourage customers to rebook your service by including a special offer or suggesting scheduling a recurring booking in your email or SMS templates.

The next service date reminder form is enabled by default. If you don’t want this form to appear, you can disable it from your Settings > General Settings > Forms and Checklists

Your admin users can follow up on due bookings from under Bookings > Next Service Due in your left menu.

The count of bookings due again that need to be followed up will display in your menu next to the Next Service Due link. All bookings that have a past to next service date will be included in that count until they are either converted to another status or their follow-up reminder is disabled. The notes field entered in the reminder section is visible to your admin users only and can be used to add notes that can help your admin users when following up with your customers.

If you have the next service date reminder automated email activated, your customer will also receive a reminder on this date via email or SMS to book your services again, depending on which delivery method you have enabled for the reminder.

• You can activate automatic next service date reminders from Settings > Communications > Automations.
• You can edit your next service date reminder email and SMS templates from Settings > Communications > Templates & Canned Responses.

1. Select a follow-up date from the date picker.
2. Select the delivery method you wish to send the reminder via. You have two options: SMS and/or Email. So, the reminder can be sent as an SMS/Email, or you can select both options. 
3. You can add any additional notes to the reminder in the empty field for fieldworkers and admin users. 

You can activate automatic next service date reminders from Settings > Communications > Automations.

How to add a customer property when creating a new booking?

When creating a new booking, you will be required to select a customer. After selecting your customer, a new field will appear to input the customer property for this booking. Visit Customer Properties to learn more. 

If the customer you selected has saved customer properties on their account, you can select it from the dropdown menu, or create a new one by clicking on +New

How to create recurring appointments?

After creating a new booking, selecting a customer, a trading name, and adding the booking address, select your requested service. Once a new appointment is created, go to the Booking drop-down under Scheduled Appointments, click on +Add, and select ‘Recurring Appointment’.

A popup window will appear, 

1. Select your preferred start date for your recurring appointments
2. Set your recurring appointment start and end time

You then have two options to select from when setting your recurring bookings. You can either select an end date for your recurring appointments, which means that the appointment will recur every selected time, (day/week/month) until the end selected date. Or, you can recur the appointment for a significant number of Times, every number of days/ weeks/ months..etc.

For example, if you want to recur your appointment 3 times a week, on Monday, Wednesday, and Friday, write 3 Times, Recur every 1, select Week(s) from the dropdown, and pick the days of your appointment then click on Create appointments.

Your booking appointment will recur for a week on Monday, Wednesday, and Friday, at 5 pm.

After creating the recurring appointments, you can then assign the preferred fieldworker. If you wish to assign the same fieldworker for all the appointments, after selecting the fieldworker, click on Copy to other appointments, and the fieldworker selected will be assigned to all the recurring appointments. But, if you wish to assign a different fieldworker for every appointment, then on every appointment select the preferred fieldworker. 

How to create a new booking with multiple services and different fieldworkers assigned?

You can create a booking with multiple services and different fieldworkers assigned. To create a new booking, from your sidebar menu click on Bookings > Create New.

You will be redirected to the new booking form page, to add a customer, select a trading name and choose your preferred booking location, based on the locations you have enabled for your business.

After adding your booking address, selecting your desired service, setting the date and time, and assigning a fieldworker, you can add another service by clicking on +Add or by clicking on +Add another service.

Your second selected service will be added to your booking, with the same date and time you have set for your first appointment, you can then select a different fieldworker from the dropdown list and assign them to the second selected service. 

What is the difference between selling products and selling services?

In the case that your business offers or sells products (products that fieldworkers may additionally need when performing a job or your customers may request), you can sell products without needing to book a service and add a product to it. 

Admin users can add products when creating a new booking using product sales service on the customer’s behalf. 

How to display/hide the Product Sales from the services list and why you might need it

To display or hide the product sales from the services list, navigate to Settings > Services Settings > Services.

On the services list page, you will find Product Sales listed, disable the flag to hide it from the services list, or enable the flag to display it.

Why would I need to display the product sales on the service list?

If your business offers or sells products (products that fieldworkers may additionally need when performing a job or your customers may request) you can sell products without needing to book a service and add a product to it using product sales service.

What is the difference between adding products on the booking level and on the service level?

If you have added products to your business, whether you sell them or add them to your services when booked, you can add products on a booking level and on a service level. 

When creating a new booking, and selecting a service for your booking, you can either add a product to your selected service or just purchase a product on its own, by selecting “product sales” from your services list, a new section will appear, click on Add and select your desired product/s without having to select a service and adding a product to your service. 

Adding products on the booking level 

You can add products on a booking level when you just need to purchase a product without booking service and adding a product to it.

When creating a new booking, from the admin user web view, click on Bookings > Create New.

After selecting your customer, trading name, and booking address, click on +Add Service then click on Product Sales.

A new form will appear, click on Add to add your preferred products, then click on Add to add your selected products. If you want to create a custom product for this booking, click on +Create custom product.

Adding products on the service level

You can add products on a service level when you need to create a service and add a product to it.

When creating a new booking, from the admin user web view, click on Bookings > Create New.

After selecting your customer, trading name, and booking address, click on +Add Service then select your preferred service.

After adding your service, click on Add on the products field.

A new form will appear, click on add to add your preferred products, then click on Add to add your selected products. If you want to create a custom product for this booking, click on +Create custom product.

How to add a custom form when creating a new booking?

To add a custom form to the create a new booking form, you must first create it from the forms & checklists page.

From your sidebar menu, click on Settings > General Settings > Forms & Checklists.

On the Forms & Checklists settings page, click on +Create new.

When creating your form, make sure you select “Always displayed” when choosing when to display your form. Click on Save to create your new form.

When creating a new booking, on the booking form, your new custom form will appear in a new field and you can select all your desired options. 

Visit the forms & checklists page to learn more.

How to view nearby bookings when creating a new booking?

When creating a new booking, you have the ability to view bookings that have been made in the same areas so that users can assign jobs to fieldworkers who will already be in the area.

The nearby bookings feature helps minimize the travel times required, by helping you schedule bookings near other existing bookings. It helps you reach nearby fieldworkers easily, and respond efficiently to emergency calls and last-minute bookings, to improve the booking experience. Visit the nearby bookings page to learn more.

After creating a new booking, selecting the customer, adding the booking address, selecting the service, and setting the booking date and time, you will be required to select a fieldworker. Click on Nearby Jobs on the right side of the page, to view all the bookings nearby the booking location, with their assigned fieldworkers, to select a preferable fieldworker for your service.

When clicking on Nearby bookings, a popup window will appear, viewing a map that includes all the scheduled bookings nearby the booking location, as pinpoints. You can select any booking to view its details.

How to view available fieldworkers when creating a new booking?

When creating a new booking, the find availability feature will list all active fieldworkers that match the requested services, selected custom fields, and the location of the booking. It also lists the distance between the fieldworkers’ home locations and the booking location, as well as their calendar for the selected date so you can view their availability. You can view the matching fieldworkers by day by selecting a date from the date field at the top of the popup. You can also send requests to matching fieldworkers and assign them to the booking directly by pressing the Send Request button.

The find availability feature can help make better scheduling decisions for individual requirements. It makes the response to the booking request faster, hence improving the customer experience. It also helps users easily find available replacements when changing the assigned fieldworker for the scheduled service. Visit the find availability page to learn more.

After creating a new booking, selecting the customer, adding the booking address, selecting the service, and setting the booking date and time, you will be required to select a fieldworker. Click on Availability on the right side of the page, to view all the available and active fieldworkers for the selected service, and easily assign one to your service.

How to add a voucher code when creating a new booking?

After creating a voucher code, you can add it to your booking to redeem the code and get a discount on the total booking price. Visit the discount voucher code page to learn more.

When creating a new booking, after entering all your booking details, at the bottom of the page, enter your voucher code here, then click on Validate.

Your voucher will be successfully redeemed and applied to the total price of the booking.

How to add a discount when creating a new booking?

You can add a discount to bookings, to get a discounted amount on the total price of the booking.

When creating a new booking, after entering all your booking details, at the bottom of the page under service pricing, enter your discount amount, you can choose whether you want the discount to be an amount or a percentage.

After entering your discount amount or percentage, it will be deducted from the total booking price.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.