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Booking & Quote Requests Explained
Booking & Quote Requests Explained
Updated over a month ago

Overview

By default, services in Zenbooker are set to be bookable, allowing customers to select a service, pick an available time slot, and confirm their booking instantly. However, some services may require more information before a booking can be confirmed.

With Booking Requests, you can allow customers to:

  • Provide detailed service and job information

  • Select their preferred dates and times

  • Submit their request with contact details

Instead of creating a confirmed job, a request is generated for you to review and respond to accordingly.

A screenshot depicting how customers can select multiple dates and times when requesting a service via the booking page

When a customer selects a service that is set to requestable, they'll select multiple dates/times that work for them

Booking Requests

  • Collects all the same details as a regular booking

  • Customers submit preferred dates and times

  • Option to collect payment details

  • Allows you to convert it into a job by confirming one of the preferred times or scheduling it for another time

Use Cases:

  • Businesses that want to offer the convenience of online booking, while retaining flexibility over the final scheduling of those bookings

  • When availability is subject to change

  • Services requiring approval or preparation

Quote Requests

  • Customers provide service and contact details

  • By default, does not collect full service address (can be enabled in settings)

  • By default, does not collect preferred dates (can be enabled in settings)

  • Allows you to respond by sending a bookable estimate to the customer


Making a Service Requestable

  1. From the Zenbooker admin, go to Services

  2. Click on the service you want to make requestable

  3. Under Service Details > Booking page behavior. Choose either:

    • Requestable for Booking Requests

    • Quote Request for Quote Requests

  4. Click Save


Configuring Requests

Go to Settings > Booking & Quote Requests from your dashboard to customize how requests are explained in the booking flow as well as what's needed from customers to submit a request.

Booking request options: Choose whether customers should select specific times or just dates. You can also adjust the minimum number of dates/times customers must select to submit a request.

Good to know: The dates and times presented to customers are the same available times that would be shown if the customer was booking instead of making a request. So customers won't be able to select times that are unavailable based on your scheduling rules.

Quote request options: Customers will be prompted to select any service modifiers and answer any intake questions for the service they are requesting a quote for. Customers will also be asked for their contact info to submit their quote request.

You can optionally choose to:

  • Require customers provide their service address as part of the quote request process.

  • Require customers to select preferred dates and times as part of the quote request process. If required, the minimum number of dates/times needed will be what you set for booking requests.

Request display settings: Customize how it's explained to customers that they're submitting a quote or booking request when they select a requestable service.

Set the custom explainer message for booking and quote requests to share details about typical response times or what they can expect after they submit their request.


Customizing the Booking Form for Requests

To edit the text displayed when a customer is selecting their preferred dates, go to Online Booking > Content and Messages > Scheduling Request Page

You can also edit certain sections of your booking page text for those submitting a booking and quote request.

You can set different text for different booking flows for the following sections of the booking page:

  • Contact Info

  • Payment & Contact Info

  • Confirmation Message


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