Booking Page Review
Before customers see it, you should. Double check your page and make sure everything works.
Preview your Booking Page on desktop and mobile.
Check service names, durations, and pricing are accurate.
Add buffer time to services so you've got breathing room between jobs.
Check team member bios and photos are correct.
Confirm business hours and team member working hours are set right.
Add your booking preferences: lead time, contact fields, and scheduling window.
Test the booking flow like you're a customer.
Customize your branded mobile app and add it to your phone to test.
Payments & Policies
Connect your payment processor, set your deposit requirements, and lock in your cancellation policy so there's no confusion.
Connect your payment processor.
Set your deposit or payment requirements.
Review and update cancellation & rescheduling policies.
Add your Booking Policy and Terms & Conditions if needed.
Notifications & Reminders
No-shows cost you time and money. Set up automated confirmations and reminders so customers know when to expect you.
Toggle on booking confirmations for customers and team members.
Set up automated email & SMS reminders.
Set reminder lead time for email & SMS reminders.
Customize your email signature to match your brand voice.
Double-check time zones for accuracy.
Import your customers using a CSV file or Google contacts.
Team Training & Role Permissions
Make sure your crew knows the system. Get everyone trained on booking, rescheduling, and cancellations, and keep access to only what they need.
Make sure your team knows how to create, reschedule & cancel bookings.
Check their login permissions so no one has access beyond what they need.
Integrations & Connections
Sync ServiceForge with the tools you already use. Connect your calendar, video meetings, CRM, and Google Reviews so everything works together without extra legwork.
Sync your calendar with Google, Outlook, or Apple.
Connect video meeting integrations like Zoom or Google Meet.
Link your CRM, marketing tools, and Google Analytics.
Connect Google Reviews to highlight on your Booking Page.
Testing & Quality Check
Test it like a customer would. Book an appointment, check the confirmation, reschedule, cancel, and make sure every step runs smoothly.
Preview your Booking Page on desktop and mobile.
Make a real test booking and complete payment (if applicable).
Verify confirmation emails and reminders arrive correctly.
Check that booking updates reflect across integrations.
Cancel or reschedule a test booking to make sure workflows run smooth.
Calendar Testing
Your calendar is your business. Make sure it shows what you need, when you need it.
Switch between day, week, month, and team views to find what works for you.
Confirm all team members' calendars appear correctly.
Adjust calendar preferences to suit your operation.
Test blocking out unavailable time and verify it shows on the Booking Page.
Go Live
You're ready. Share your Booking Page, add it to your website and socials, and let customers book 24/7. Get found, get booked, get paid and win jobs 24/7.
Copy your Booking Page link.
Add a 'Book Now' button to your website.
Add a 'Book Now' button to your Instagram and Facebook.
Add a 'Book Now' button to your Google Business Profile.
Download your custom Booking Page QR code and add it to your marketing materials.
Announce your booking link to customers via email or social post.
Download the ServiceForge mobile app.
Keep an eye on your bookings and watch the jobs roll in.