Online booking
Review Monster's CRM lets customers book a time on your website without calling. They see the slots you actually have open, pick one, and the job goes on your calendar.
You decide how it works: book them straight onto the schedule, or record the request and let the office approve it first.
Real availability, not a wish list
The times a customer sees come from your schedule. Business hours, holidays, jobs already booked and the gap you want between them are all taken into account, so nobody books a slot you can't keep.
You set how long an appointment lasts, how much notice you need, how far ahead people can book, and how many jobs can share a slot.
- Appointment length from one to eight hours
- Buffer time between bookings
- Minimum notice, like 24 hours ahead
- How many days out customers can book
- How many jobs one slot can hold
No double-booked last slot
When two people try to grab the same last opening at the same moment, only one gets it. The slot is held for the few seconds it takes to write the job, and the second person is asked to pick another time.
Auto-book or approve first
In auto mode, the job is scheduled the moment the customer picks a time. In approve mode, the request comes in as a lead with its own conversation, and the office confirms it.
Either way, the customer gets a confirmation by text and email in your words, and your team gets a heads-up on the Notifications list.
Ask only what you need
Name and phone are always required. Email, address, the service they need and notes can each be required, optional or hidden. Give the service question a list of choices if you'd like a dropdown instead of a blank box.
In practice
On Sunday night a customer goes to your site, picks "Tuesday 10 am" from the open times, and types their address. They get a text confirming the appointment. Monday morning the job is already on Tuesday's calendar with the address and service filled in, and nobody had to call anyone.
Step-by-step help for online booking is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can customers book times I'm not available?
No. They only see slots that fit your business hours, holidays and existing jobs, using the appointment length, buffer and notice you set.
Can I approve bookings before they hit the schedule?
Yes. Switch booking to approve mode and each request waits for the office to confirm it. In auto mode, jobs are scheduled right away.
What does the customer get after booking?
A confirmation text, and an email if they gave one, written however you like in Settings. Your team gets a heads-up at the same time.
What stops two people booking the same slot?
The CRM holds a slot for the few seconds it takes to book it, so if two customers confirm the last opening together, only one gets it.
Works well with
A calendar built for crews: day, week, month, timeline and map, with jobs you can drag into place.
Lead managementEvery form, chat, call and text becomes a lead with its source, and moves itself along as you quote and book.
Customer portalA page with your logo where customers sign estimates, pay invoices, save a card and get receipts.
Website chatA chat box on your site that answers questions for you, or turns a visitor's message into a text thread.
Online booking comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.