Setting Up Online Booking in FieldCamp — Complete Guide

Set up online booking in FieldCamp: choose booking types, deploy a widget, configure steps, and turn on the AI booking assistant.

FieldCamp's Online Booking lets customers schedule services directly from your website — 24/7. When a customer books, FieldCamp automatically creates a client record, a request or job, and routes it into your workflow so your team can take action. This guide walks through setting up online booking in FieldCamp end-to-end, including the four configuration tabs (Setup, Appearance, Content, Flow), the optional AI Assistant and Playbooks, and how the embed preview helps you sanity-check your widget before going live.

Enable the Online Booking Add-on

Online Booking is an add-on that must be enabled before you can configure it.

Open Apps & Integrations

Go to Settings → Apps & Integrations.

Find Online Booking

Locate Online Booking in the add-ons list.

Connect the add-on

Click Connect to enable it. Once connected, Online Booking appears in the Settings sidebar under Customer Experience, along with Service Area settings.

Before you publish your booking page, configure your service areas so the widget can route requests to the right zone and pick the correct scheduling format.

Online Booking is available on all FieldCamp plans during the free trial. After the trial, it requires the Pro plan or higher. See Plan & Billing for details.

Open Your Booking Settings

Go to Settings → Online Booking. The page is split into two panes: a settings editor on the left and a live preview on the right that updates as you type. Across the top you'll see a row of tabs:

Setup — booking page URL, booking types, payments, deploy options, notifications, other settings.
Appearance — colors, logo, favicon, hero image, header background, "Powered by" toggle.
Content — heading and helper text for each step of the booking flow.
Flow — which steps appear in the booking experience, in which order.
Assistant — the AI booking assistant's persona (name, subtitle, launcher label, prompt placeholder).
Playbooks — the AI's behavior pack: opening lines, qualifying questions, deliverables, handoff rules.
Knowledge — (workspace admins only) the documents, websites, and text snippets the AI can reference.

The first time you open the page, FieldCamp automatically creates a draft widget and a bookingToken. The token powers your public booking URL — https://<your-origin>/booking/<bookingToken> — and the embed snippets.

Choose Your Booking Types

The Setup tab's Booking Type section is a multi-select. Pick one or more of the three types — the widget will offer the customer a choice if you enable several.

Request Creation

A new Request lands in your sales pipeline. Use this when you need to quote before scheduling — custom work, inspections, consultations. See Sales Pipeline.

One-off Job

A one-time Job is created directly. Best for fixed-price services with standard scheduling. See How to Schedule Jobs.

Recurring Job

Customers pick a frequency (weekly, monthly, etc.) and a recurring job is created with future visits scheduled. Frequencies are configured per product/service.

You must select at least one Booking Type before you can save. If you enable Recurring Job, FieldCamp shows an inline checklist of what to configure on the product/service first — most importantly, marking the service as recurring-eligible and setting its allowed frequencies.

Recurring booking flexibility

If you allow recurring bookings, two extra toggles under Recurring Flexibility control how much the customer can change after the initial setup:

Allow frequency customize — let customers change the cadence (weekly → bi-weekly, etc.) on their own.
Allow visit date adjust — let customers reschedule individual upcoming visits.

Both default to off, which matches a strict service-contract model where you control the schedule.

Arrival Windows vs Fixed Times

The widget shows time slots in one of two formats, and the choice is made at the service area level — not on the Setup tab. Inside Settings → Service Area you'll pick:

Fixed-time scheduling — customers pick an exact start time (e.g., 9:00 AM).
Arrival windows — customers pick a window (e.g., 9:00 AM – 11:00 AM) with capacity controls. You can also use provider-based capacity so multiple technicians can claim slots in the same window.

Because the format lives on the service area, you can run fixed-time bookings in one zone and arrival windows in another from the same booking page.

Turn On Online Payment (Optional)

The Payment section has a single master toggle: Accept online payment. When it's on, customers can pay at the time of booking, but a few things need to be true upstream:

Connect Stripe — required to accept any card payment online.
Set a price on each bookable product/service.
Enable pricing display on the booking flow so the customer sees what they're paying.

If Stripe isn't connected, the toggle still appears, but customers will not be charged on submission.

Pick a Deploy Option and Copy the Embed Code

The Setup tab's Deploy Options section has four cards. Pick one, and the embed snippet at the bottom updates automatically.

Deploy option	What it does	When to use
Inline Embed	Renders the booking flow inline on a page of your site.	Dedicated "Book online" landing page.
Full Page	Loads the booking experience as the entire page.	Sending links from ads or social.
Floating Button	Pinned bubble at the bottom-right or bottom-left that opens the widget.	Persistent CTA on every page.
Inline Button	A button you place anywhere; clicking it opens the widget as a popup.	Mid-page CTAs in landing or pricing pages.

The floating button gets three extra fields — Position (bottom-right or bottom-left), Button Text, and Button Color — and all of them flow into the embed snippet so your developer doesn't have to edit anything. The floating and inline button modes also expose a tiny command queue so you can call FieldCampBooking.open() and FieldCampBooking.close() from your own JavaScript — useful for opening the widget from a custom hero CTA.

Once you've picked a deploy option, copy the snippet and paste it into your site. For the step-by-step site-side instructions, see Adding the Booking Widget to Your Website.

Use the Embed Preview

Right pane shows a live preview of the booking page. When you select a deploy option on the Setup tab, the preview switches to a special embed preview that simulates a real website — header, body, footer — with your widget rendered on top exactly as a visitor would see it. Under the hood this is /booking/embed-preview, and you can open it directly in a new tab to share a click-through demo with a stakeholder before you publish.

The preview reads from your saved settings and, while you're editing, accepts live updates via postMessage, so colors, copy, and steps reflect what you're typing without waiting for a save.

Use the view dropdown above the preview (Landing page, Service area check, Customer info, Service selection, Scheduling, Confirmation) to jump straight to a specific step — handy when you're iterating on copy for the contact form or the service picker.

Customize Appearance, Content, and Flow

After Setup, work through the next three tabs in order:

Appearance

Set your primary brand color, header background, text color, card background, logo (with a height slider), favicon, and the start-page hero image. You can also hide the "Powered by" footer here.

Content

Override the heading and helper text for each step — landing page, service selection, scheduling, address, contact info, confirmation — so the wording matches your brand voice.

Flow

Toggle steps on and off. Contact Info and Confirmation are required. Service Area, Service Selection, Service Options, and Scheduling can be skipped if you want a simpler, faster flow.

Configure the AI Online Booking Assistant

The Assistant tab and Playbooks tab work together. The assistant is the chat bubble that appears alongside the booking widget. It can answer questions, qualify the lead, and pre-fill parts of the booking. There are three layers:

Persona — set the assistant's voice on the Assistant tab

Choose the assistant name (e.g., "Riley"), the subtitle ("Booking concierge"), the message-box placeholder, and the launcher label that appears on the chat bubble. A live summary card and chat preview update as you type.

Playbook — pick the active behavior pack on the Playbooks tab

A playbook bundles the AI's opening lines, qualifying questions, suggested prompts, deliverables, and handoff rules into one preset. FieldCamp ships several official templates (intake, scheduling, recurring, follow-up, estimates, support) and you can create your own. Activate one as the assistant's behavior; the active playbook shows on the Assistant tab so you can confirm which voice is live.

Knowledge — feed it your brand facts (admins only)

On the Knowledge tab, admins upload documents, paste in text snippets, or point the assistant at website URLs. FieldCamp ingests and indexes each source so the assistant can quote pricing, service area boundaries, prep instructions, and policies accurately.

The assistant lives inside the same widget — there's no separate URL to share. When the customer clicks the chat bubble (or you open the widget with ?assistant=open for a demo), the AI takes over until the customer is ready to book; then it hands off seamlessly to the booking steps.

Notifications and Other Settings

At the bottom of the Setup tab:

Send email after job creation — auto-email the customer once their booking lands as a job.
Send email after payment — auto-email the customer once payment is captured.

These two are mutually exclusive — pick the moment that matches your workflow. The Other Settings section currently exposes a 24-hour time format toggle that controls how times appear inside the booking flow (e.g., 14:30 vs. 2:30 PM).

How Online Booking Connects to FieldCamp

Every online booking creates real records in your CRM:

Client record — if the email is new, FieldCamp creates a client; existing customers are matched and updated.
Request or Job — based on Booking Type:
- Request → lands in your pipeline.
- One-off Job → goes straight to your calendar.
- Recurring Job → schedules future visits at the chosen cadence.
Calendar & dispatch — the visit shows up on your Dispatch Calendar. AI Dispatcher can assign automatically if it's enabled.
Invoice & payment — after the visit, create an invoice; if Stripe is connected, the customer can pay online.

Troubleshooting

The preview is blank or stuck loading. Make sure you've saved at least once so a bookingToken is generated. The right-pane preview needs the token to render the iframe.

Customers can't pick a slot. Check that the relevant service area is published, has the correct schedule, and that the bookable product/service is enabled in that zone. Arrival-window zones also need a capacity setting before any slot will appear.

FAQs

Can I run multiple booking types on the same page? Yes. The Booking Type field is a multi-select — pick any combination of Request, One-off Job, and Recurring Job, and the widget shows the customer a chooser at the start of the flow.

Does the embed preview match production? Yes. The embed preview at /booking/embed-preview loads the same /booking/<token> page inside a simulated website chrome, with your live deploy settings (position, color, text) applied.

How do I test the AI assistant without publishing? The Assistant tab includes a "Test your assistant" chat panel on the right. It loads the widget in ?assistant=open mode and lets you reset the conversation any time.

Where do recurring frequencies actually come from? You set allowed frequencies on each product/service. The booking widget reads those values and only offers customers the cadences you allow. See Complete Guide to Managing Products and Services.

Why can't I see the Knowledge tab? The Knowledge tab is restricted to workspace admins (super admins or users without an explicit role limit). Ask your admin to add or update knowledge sources.