Open the Booking Confirmation Steps
Go to Settings → Customise → Customer Portal.
Scroll to Booking confirmation steps.
Add or Edit a Step
Select + Add action to add a new step.
Choose the step type and fill in its details:
Deposit – select the amount type ($) and enter the deposit amount, e.g. 400.
Details – select the fields the customer must confirm, such as Pickup address, Drop off address and Access at pickup.
Document – select the document the customer must review and sign, e.g. Booking Confirmation.
To change the order, drag the handle (☰) beside a step.
To remove a step, select X on the right.
Select Save Details.
How the Steps Appear to Customers
In the portal, the steps show under Your confirmation steps with a counter, e.g. 0/3. Each step is ticked once the customer completes it.
Important Reminders
Always select Save Details after making changes.
These steps also update Settings → Booking Confirmation Steps.
Documents signed in these steps appear in the customer’s Signed documents tab.
Any deposit paid is deducted from the customer’s invoice balance.
For any enquiries, contact the Movermate Product Experts at 📧 [email protected] We’re here to help.