Setting Up Online Booking in FieldCamp — Complete Guide

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.

Enable the Online Booking Add-on

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

1. Go to Settings → Apps & Integrations
2. Find Online Booking under the Scheduling category
3. Click Connect to enable it

Once connected, Online Booking appears in the Settings sidebar under Customer Experience. You'll also see Service Area settings appear — you'll need to configure your service areas to define where you provide services.

Configure Your Booking Page

Once the add-on is enabled, go to Settings → Online Booking to configure your booking page.

How Online Booking Connects to FieldCamp

This is the most important thing to understand: every online booking creates real records in your FieldCamp CRM. Here's the end-to-end flow:

1. Customer Books on Your Website

The customer visits your booking page (or widget on your site), selects a service, picks a time, and submits their contact info.

2. Client Record Created Automatically

If this is a new customer, FieldCamp creates a Client record with their name, email, phone, and address. If they already exist (matched by email), the booking links to their existing profile.

3. Request or Job Created

What happens next depends on your Booking Type setting (see below):

• Request Creation — a new Request is created in your Pipeline. You review it, create an estimate, and convert to a job when ready.
• One-off Job — a Job is created directly and appears on your Calendar.
• Recurring Job — a recurring job is created with the customer's chosen frequency (weekly, monthly, etc.).

4. Your Team Takes Action

• For Requests: the request appears in your Pipeline. Review it, create an estimate, and schedule the work.
• For Jobs: the job appears on your Calendar. Assign a technician, or let AI Dispatcher assign automatically.

5. Job Completed → Invoice Sent

After the technician completes the visit, create an invoice and send it to the customer. If you have Stripe connected, they can pay online.

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Booking Type

Choose what gets created when a customer completes the booking form. Go to Settings → Online Booking → Setup.

• Request Creation — customer submits a service request. You review and schedule it. Best for businesses that need to quote before scheduling (custom work, consultations, inspections).
• One-off Job — a one-time job is created directly when the customer books. Best for fixed-price services with standard scheduling.
• Recurring Job — customers can book recurring services (weekly, monthly, etc.) with frequency options you set on each product/service.

Deploy Options

Choose how to add the booking form to your website:

• Inline Embed — embed the booking form directly on a page of your website.
• Full Page — show the booking form as a full-page experience.
• Floating Button — add a floating button in the corner of your site that opens the booking form as a popup.
• Inline Button — add a button anywhere on your site that opens the booking popup when clicked.

After selecting a deploy option, copy the Embed Code shown at the bottom and paste it into your website. See Adding the Booking Widget to Your Website for step-by-step instructions.

What to Configure Next

Once you've chosen your booking type and deploy option, customize the experience:

Related Articles

• Service Areas in FieldCamp — define where you provide services
• How to Track and Manage Service Requests — manage requests from bookings
• How to Schedule Jobs in FieldCamp — schedule and assign jobs from bookings
• FieldCamp Workflow — From Lead to Payment — the complete business workflow