Forum Discussion

JondyL's avatar
JondyL
Contributor 2
14 days ago

Online booking in Client Hub

Hey all,
Anyone having trouble with online booking through ClientHub? I direct existing customers to log into ClientHub before submitting a request so they won't have to put in all their details, address, email, phone, etc. every time they are looking for service. All good, right? Notsomuch.

The issue is twofold:

1. The booking form is giving me an error message at the point the customer reaches the calendar to book (after they have already described the issue, marked it urgent/routine, etc.). Only the form linked in client hub is having this problem - the the link copied from the form works fine; and

2. Though my ClientHub preferred form is toggled to Booking, the Request is the one that appears front and center in ClientHub, so unless the customers knows to look over to the left menu and hit +Booking they are filling out a regular request form that does not have real-time online booking. I want to keep the online booking capability isolated to our existing customers for a variety of reasons, and this is an issue that support has thus far been unable to resolve. 

Also - did you know? If existing customers fill out a request form and type in one letter in the address that differs from what exists in the client file (for example, Spring Street instead of Spring St which is in the existing client file), it will create a duplicate property.  Just delete the duplicate, right? Wrong. The request is tied to the "new" address, so you would have to recreate the request and attach it to the existing property, so all requests, quotes, jobs and invoices stay together.  Am I the only one who is bothered by this??  I really object to recreating/retyping work when it's pretty easy to tie the demographic info to say, a phone number. 

2 Replies

  • PestFreeCanada's avatar
    PestFreeCanada
    Contributor 5
    13 days ago

    This is a good place to post things like this. I have seen almost every time a Jobber Support person jump on and help out. These problems could be super frustrating. 

    julie​ maybe you can get the ball rolling to help out.

  • katem's avatar
    katem
    Jobber Product Team
    1 day ago

    Hi JondyL!

    Just wanted to let you know that we shipped a fix for your first point today. 

    For number 2, you should be able to set your booking form to be the one on the side navigation under Settings > Client hub, Request and booking forms. As long as you don't share your booking form anywhere publically, it would be only for existing customers, but as soon as a new customer sends in a request they could technically go into client hub and see the booking experience.

    Thanks for the feedback on duplicate properties! We will continue to make improvements to duplication detection.