home service software appointment booking system
How to Book an Appointment Using Workaholix
Learn how to easily book appointments with Workaholix. This tutorial covers using the online booking feature, assigning technicians, and optimizing schedules for maximum efficiency.
How To edit appointment
Learn how to quickly edit appointments in Workaholix. This step-by-step tutorial will guide you through adjusting time slots, updating technician details, and making changes effortlessly.
How To make manual time slot
Customize your schedule with manual time slots. In this tutorial, learn how to create personalized slots for special appointments or unique time requirements.
How to save for later customer info
Never lose a lead again! Learn how to save customer information for future bookings in Workaholix, making it easier to manage repeat clients and streamline customer interactions. Key Points Covered: Adding new customer information to your database Organizing and accessing customer profiles Using saved information to speed up future bookings
How To pick a new time slot for existing appointment
Need to reschedule? This tutorial shows you how to find and assign a new time slot for an existing appointment in just a few clicks.
Key Points Covered: Accessing the appointment rescheduling tool Viewing available time slots in real-time Reassigning technicians or updating booking details
How to create new appointment from past customer
Effortlessly manage repeat business! This tutorial shows how to create new appointments for past customers in seconds, ensuring a seamless booking experience. Key Points Covered: Searching for past customers in the Workaholix database Accessing customer details and preferences Booking a new appointment with saved customer information Create appointments for past customers Workaholix repeat booking Home service customer management Scheduling for returning customers
How to block time for worker
Learn how to block time for workers in Workaholix. Whether it’s for a break, training, or personal time, we’ll show you how to ensure accurate scheduling without interruptions. Key Points Covered: Blocking off time slots in the technician’s schedule Setting reasons for blocked time (breaks, training, personal time) Managing blocked time efficiently in the calendar Block time for workers tutorial Technician schedule management Workaholix time blocking Home service scheduling tools
How To cancel appointment
Discover how easy it is to cancel appointments in Workaholix. This tutorial covers the process for canceling appointments, notifying customers, and updating your schedule. Key Points Covered: Locating appointments to cancel Sending cancellation notifications to customers automatically Freeing up time slots for new bookings Cancel appointments tutorial Workaholix appointment cancellation Home service schedule updates Managing cancellations
Appointment submission
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