Address label

OctopusPro allows you to add multiple addresses to the same booking, you can also edit the address label that appears on the customer portal when your customers book appointments to know their exact locations. Editing the address labels enables you to request exactly which address you need to fulfill their booking. For example, if you want their full address or their work address, you can type “Enter your full address” or ” Enter your delivery address” in the text box provided.

The address label is shown when a customer is booking a service on the customer portal’s home page, the service page, and in the booking process. Customers are required to enter a service location to be able to proceed with the booking. 

Table of content:

• How to edit the address label?
• How to allow bookings to have a second address?
• How to allow bookings to have a third address?

How to edit the address label?

To edit the address label, go to Settings > Customer portal > Flags & permissions, you will be redirected to the customer portal flags and permissions settings page, in the booking flags sections, use the Address label option.

Enter the address label you want to display in the text box (e.g. Enter your full address, Enter your home address).

On the customer portal, the address label is displayed on several pages. First, on the customer portal’s homepage, your customers can enter their addresses before booking the service.

The address label also appears on the service page, when a customer selects a service before booking it.

If customers book a service without entering a location, a pop-up menu will appear to enter their location, as shown below.

When your customer enters a location in the text box provided, a list of addresses will be shown to select his location from it.

If the address is not found in the list, click on Find the address on the map, so they can select their state and city and their location from the map, then click on Find services.

After selecting the location, only fieldworkers available in this location will be available to be booked. To learn more about services’ and fieldworkers’ location availability settings, click here.

How to allow bookings to have a second address?

You can add a second address to your bookings so your customers must provide two addresses for the same booking based on your preferences. You can edit the address label that appears on your customer portal when your customers book appointments to know their exact locations. Editing the address labels enables you to request exactly which address you need to fulfill their booking. For example, if you want their full address or their work address, you can type “Delivery address” or ” Enter your delivery address” in the text box provided.

The address label is shown when a customer is booking a service on the customer portal’s home page, the service page, and in the booking process. Customers are required to enter a service location to be able to proceed with the booking.

To add a second address, go to Settings > Customer portal > Flags & permissions, you will be redirected to the customer portal flags and permissions settings page, in the booking flags sections, enable the Allow bookings to have a second address flag.

Enter the address label you want to display in the text box (e.g. Delivery address, Enter your home address).

On the customer portal, when customers are booking services, they will be required to enter their address and a second address. They can use “find your location on map” to detect their location automatically but they should grant access to OctopusPro to allow location tracking while using OctopusPro. 

If they click on Find your location on map they can select their state and city and their location from the map, then click on Find services.

How to allow bookings to have a third address?

You can add a third address to your bookings so your customers can provide multiple addresses to the same booking based on your preferences. You can edit the address label that appears on the customer portal when your customers book appointments to know their exact locations. Editing the address labels enables you to request exactly which address you need to fulfill their booking. For example, if you want their full address or their work address, you can type “Delivery address” or ” Enter your delivery address” in the text box provided.

The address label is shown when a customer is booking a service on the customer portal’s home page, the service page, and in the booking process. Customers are required to enter a service location to be able to proceed with the booking.

To add a third address, go to Settings > Customer portal > Flags & permissions, you will be redirected to the customer portal flags and permissions settings page, in the booking flags sections, enable the Allow bookings to have a third address flag.

Enter the address label you want to display in the text box (e.g. Delivery address, Enter your home address).

On the customer portal, when customers are booking services, they will be required to enter their address, and a second address, then there’s an option to add a third address when they click on Add address and a third address text box will appear. They can use “find your location on map” to detect their location automatically but they should grant access to OctopusPro to allow location tracking while using OctopusPro.

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