ServiceForge

Collect the info you need before the job. Customize the form customers fill out when they book, mark fields as required, optional, or add your own.

Customer Contact Fields

You can remove the ServiceForge logo and tagline from your Booking Page.

Remove ServiceForge Logo

Keep your Booking Page as clean as your workspace by hiding what customers don't need to see. Group services into categories, hide prices or durations, or tuck away your business…

Show/Hide Service Categories, Prices, Duration, and Business Hours

Booking across time zones? ServiceForge automatically converts appointment times to your customer's local time on your Booking Page, in confirmation emails, and in reminders.

Show the Customer's Local Time Zone

Streamline booking by letting ServiceForge automatically select the provider. Customers choose their time, your system handles the rest.

Skip Team Members

You've built your Booking Page, added your services, set your hours. Now make sure it actually works before you send customers there.

How to Test Your Booking Flow

Every job gets a unique booking ID. Use it to find specific appointments in Reports.

Reference a Booking ID

After a customer books, they see a confirmation screen with their job details. Make it work harder by adding a "Book another appointment" button or a link back to your…

Customize the Booking Confirmation Screen

Let your regulars book faster. With customer login, returning clients sign in, see their history, and manage their details, all in one place.

Customer Login Feature

Some customers just want the first available slot; they don't care who shows up, as long as the job gets done. Give them that option.

'Any Team Member' Option

Don't make customers scroll through empty days. When they pick a service and provider, send them straight to your first open slot.

Advance to First Available Appointment

Make booking easy for your customers. Customize how they browse your services, pick a time, choose a team member, and book the job. 

Your Booking Page Flow

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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