Movermate

The Booking Confirmation Link in Movermate allows customers to confirm their booking, pay deposits, and provide essential job details. This guide explains how to configure, customize, and use the booking confirmation link.

Configuring the Booking Confirmation Link

The Booking Confirmation Link can be configured from two locations:

- Navigate to Settings &gt; Jobs &gt; Confirmation Details.
 
 
 
- Here, you can set up the default steps for the booking confirmation process.
- You can specify required details such as deposit amount, customer information, and additional booking steps.

Customizing at the Time of Sending an Estimate

When you send an estimate, the confirmation steps will be displayed at the top of the email editor.

- You can modify the deposit amount, add or remove steps, or change their order.
 
 
 
- Any adjustments made here will apply only to the specific booking confirmation link sent with that estimate.

1. Settings Under the Jobs Section
 - Navigate to Settings &gt; Jobs &gt; Confirmation Details.
 
 
 
 - Here, you can set up the default steps for the booking confirmation process.
 - You can specify required details such as deposit amount, customer information, and additional booking steps.
 
2. Customizing at the Time of Sending an Estimate
 When you send an estimate, the confirmation steps will be displayed at the top of the email editor.
 - You can modify the deposit amount, add or remove steps, or change their order.
 
 
 
 - Any adjustments made here will apply only to the specific booking confirmation link sent with that estimate.

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Understanding the Booking Confirmation Process

The order of steps displayed in the setup will be followed by the customer. The common steps in the Booking Confirmation Link are:

- The customer will first be prompted to pay a deposit.
- Available payment options:
 - Credit Card
 - Bank Transfer (with an option to upload a payment receipt)
- The deposit amount can be edited before sending the confirmation link.

- The customer will be asked to provide necessary information, including:
 - Pickup Address
 - Drop-off Address
 - Access Details (e.g., stairs, elevator, steep driveway)
 
 
 
- You can configure these required fields when setting up the confirmation link.

- The system will display terms and conditions for the move.
- The customer must:
 - Read and acknowledge the terms.
 - Provide a digital signature for confirmation.

- Once all steps are completed, the system will display a "Booking Confirmed" message.
 
 
 
- The customer will receive a confirmation email with a summary of their booking and payment details.

1. Deposit Payment
 - The customer will first be prompted to pay a deposit.
 - Available payment options:
 - Credit Card
 - Bank Transfer (with an option to upload a payment receipt)
 - The deposit amount can be edited before sending the confirmation link.
 
 
 
2. Entering Job Details
 - The customer will be asked to provide necessary information, including:
 - Pickup Address
 - Drop-off Address
 - Access Details (e.g., stairs, elevator, steep driveway)
 
 
 
 - You can configure these required fields when setting up the confirmation link.
3. Reviewing and Accepting the Terms
 - The system will display terms and conditions for the move.
 - The customer must:
 - Read and acknowledge the terms.
 - Provide a digital signature for confirmation.
 
 
 
4. Booking Confirmation
 - Once all steps are completed, the system will display a "Booking Confirmed" message.
 
 
 
 - The customer will receive a confirmation email with a summary of their booking and payment details.

Managing the Booking Confirmation Process

The Activity Logs in the lead or job section will display:

- Deposit payment status
- Details updated by the customer
- Signature submission confirmation

You can track whether the customer has completed all steps and follow up if necessary.

- The Activity Logs in the lead or job section will display:
 - Deposit payment status
 - Details updated by the customer
 - Signature submission confirmation
 
 
 
- You can track whether the customer has completed all steps and follow up if necessary.

Editing &amp; Customizing Confirmation Steps

Change the deposit amount if needed.

Reorder or add new steps based on customer requirements.

Modify or remove required fields, such as access details or terms acceptance.

- Change the deposit amount if needed.
- Reorder or add new steps based on customer requirements.
- Modify or remove required fields, such as access details or terms acceptance.