The ‘booking_portal_link’ creates a link that takes customers to a form in which they can, book in their own job appointments.
Once they’ve decided and chosen a slot for their jobs, it will simply auto-fill to your own Commusoft diary as well, you won’t need to follow up or enter anything yourself.
The system ensures there won’t be any clashes and your customers will be presented with the best-suited slots and engineers based on their availability, job skills, etc.
In order for this functionality to work, there are a number of prerequisite settings that will need to have been configured within Commusoft first:
- Ensure you have skills and shifts patterns set up for your engineers. This will ensure that the job will go to someone both available and with the correct skillset to carry out the job.
- Ensure you have the correct skills also applied to the appropriate job descriptions. This can be done when setting up your job descriptions themselves and can also be added to existing job descriptions by editing them.
- You will also need to have your service windows already established through your settings. These are used when you want to give your engineer a specific time to arrive on-site, but you don't want to inform the customer of this
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