Overview
FieldCamp's Online Booking feature captures leads 24/7 from your website and automatically creates them in your Sales Pipeline. This guide shows you how to set it up and how it works.
How It Works
What Happens When Someone Books Online
Customer fills out booking form on your website
↓ Lead created in Sales Pipeline automatically
↓ Source tagged as: "online_booking"
↓ TWO POSSIBLE OUTCOMES:
Option 1: They Select Date/Time
├─ Request created automatically
├─ Stage: "Inspection Scheduled"
├─ Date, time, and availability captured
└─ Team notified to confirm
Option 2: They Don't Select Date/Time
├─ Request created automatically
├─ Stage: "New Request" (Requests tab)
├─ Team needs to call and schedule
└─ Notification sent to schedule
The Simple Rule
If customer provides date/time availability → Request goes to "Inspection Scheduled"
If customer doesn't provide date/time → Request goes to "New Request" tab
Setup: Enable Online Booking
Step 1: Access Settings
Go to Settings → Add ons
Click Enable or Configure
Step 2: Choose Your Booking Mode
You have two options for how online bookings are handled:
Option 1: Create as Request (Recommended for Inspections)
Best for: Services that need site visits, estimates, or quotes before work begins
What happens:
Customer submits booking form
Lead created in Sales Pipeline (Source: "online_booking")
Request created automatically
Request stage depends on form:
If customer selects date/time → "Inspection Scheduled" (Pipeline tab)
If customer doesn't select date/time → "New Request" (Requests tab)
Team schedules inspection → Creates quote → Converts to Job
To Enable:
In Online Booking settings
Find Booking Mode section
Select: "Create Request"
Save settings
Customer submits form
↓
Lead created (Source: "online_booking")
↓
Request created automatically
↓
Request Stage determined:
├─ Customer selected date/time?
│ ├─ YES → "Inspection Scheduled" (Pipeline tab)
│ └─ NO → "New Request" (Requests tab)
↓
Team notified
↓
Your team:
├─ Reviews request
├─ Contacts customer (within 1 hour)
├─ Confirms or schedules inspection
├─ Completes inspection
├─ Sends quote
└─ Converts to Job when approved
Option 2: Book Job Directly (For Simple Services)
Best for: Standard services with fixed pricing that don't need inspection
What happens:
Customer submits booking form
Lead created in Sales Pipeline (Source: "online_booking")
Job created directly (skips Request workflow)
Job appears in Jobs module immediately
Team schedules and completes work
To Enable:
In Online Booking settings
Find Booking Mode section
Select: "Book Job Directly"
Configure required fields:
Must include: Service Type, Date/Time, Pricing
Save settings
⚠️ Important: Direct booking requires:
Clear service pricing (customers know cost upfront)
No inspection needed
Fixed-scope services
Customer submits form
↓
Lead created (Source: "online_booking")
↓
Job created immediately
↓
Job appears in Jobs module
↓
Team notified
↓
Your team:
├─ Reviews job details
├─ Confirms with customer
├─ Schedules work
└─ Completes service