Bookings and operations

Set up the customer booking portal

How do I set up the customer booking portal?

Confirm that the location is public, the required pricing inputs are enabled, and at least one service and eligible cleaner exist. Then open the portal and check the customer-facing service list, booking fields, prices, and available times.

Before you begin

Make sure the location, services, and pricing choices that this workflow depends on are already configured. Use the linked guides when a prerequisite is missing.

Follow the workflow

Work through the relevant company screen in order. Save only after checking the customer-facing effect of each setting, especially the price, estimated duration, and available time.

Verify the result

Check the company calendar and, when the workflow affects customers, repeat the same action from the public booking page. The final result should match the service, staff availability, location hours, and rules you intended to publish.

Related guides

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