Customer booking flow

Native Booking gives customers a guided appointment request flow that follows your Scheduling setup.

The customer path changes based on the services and rules you enable in Scheduling.

Step 1: Choose services

Customers start by choosing one or more online services. The list comes from the services you enabled in Scheduling > Services.

If the selected services cannot be booked together, the customer must change the selection before continuing.

Step 2: Choose wait or drop-off

The wait/drop-off step appears only when both choices are allowed for the selected services.

If the selected services allow only one option, the flow skips this choice and uses the allowed option.

Step 3: Enter vehicle details

Customers enter vehicle details next. Mileage, VIN, and license plate become required only when the selected services require them.

Step 4: Enter contact details

Customers enter their contact details. First name and phone are the default required details unless the selected services ask for more.

Step 5: Pick an available time

The time picker shows available slots based on:

• Public booking windows
• Slot interval
• Minimum lead time
• Booking horizon
• Capacity
• Reserved internal capacity
• Closed days, holidays, and partial blocks
• The total duration of the selected services

Step 6: Add notes and confirm

Customers can add notes, review the request, and submit it.

Services that require advisor approval hold for review instead of being treated as immediately confirmed.

What staff should check

1. Open Scheduling > Services.
2. Confirm each service has the right customer-facing name and duration.
3. Confirm waiter and drop-off rules match the shop’s real workflow.
4. Confirm vehicle detail requirements are strict only where they help the advisor.
5. Run the availability preview after changing hours, capacity, policies, or blocks.