ManoPlan Workflow – Set Up Your Booking Page
Shows how to configure the external booking page and how customers can submit jobs themselves.
Learning Goal
Admins should set up the booking page and understand how incoming bookings land as jobs in the dashboard.
Contents
Booking questions
In the settings, you define which questions customers must answer when booking. Custom required fields, dropdowns, free text – all fully configurable.
Customer view
This is what your booking page looks like for customers – with your company logo and brand colours. Share the link on your website or in emails.
Select category
The customer selects the right category – for example heating, plumbing, or electrical. Only the categories you have enabled are shown.
Questions & photos
The customer answers your custom questions and can upload photos of the problem directly. This saves follow-up calls and speeds up job processing.
Contact & appointment
Enter contact details and preferred appointment time. ManoPlan automatically checks whether the requested slot is available.
New booking
The booking immediately appears as a new job in the dispatch board – including all details and photos. Simply assign and send a technician.
