Sales Purchases & Services

How it works: Appointments and jobs

Open the app

What it is for

Receive online appointments, follow each job from the request to the payment, and see your figures.

The steps

  1. In “My services”, choose your trade: typical services are added; set your prices and, if you wish, a deposit.
  2. Set your hours, breaks and days off, then the cancellation rule.
  3. Your clients tap “Book an appointment” on your page: they only see free slots.
  4. In “Jobs”, accept, refuse, move or send a quote; the client is notified at each step.
  5. On the day: “Start”, “Work finished”, then “Make the invoice”; the receipt is created as soon as it is paid.

Price

Included in your Business plan (Independent, Team or Large business, price adapted to your country). The app takes no commission on your appointments.

What is kept

Each job keeps its steps, quote, invoice and receipts. Client card: visits, packages, amount owed. Never write medical information.

Common mistakes