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Managing Bookings ​

Handle customer booking requests, manage appointments, communicate effectively, and ensure successful service completion. This guide covers the entire booking lifecycle from initial request to final payment.

Accessing Bookings ​

Navigate to your booking management:

  1. Go to Provider Dashboard
  2. Click "Bookings" in the sidebar
  3. View all requests, jobs, and history

Booking Overview ​

Booking List ​

Your booking dashboard displays:

ColumnInformation
Booking IDUnique reference number
ServiceService type requested
CustomerCustomer name and rating
DateRequested service date
StatusCurrent booking status
AmountBooking value
ActionsQuick action buttons

Filtering and Sorting ​

Filter Options:

FilterOptions
StatusAll, Pending, Confirmed, In Progress, Completed, Cancelled
ServiceBy service type
Date RangeCustom date selection
CustomerSearch by customer name
AmountMinimum/maximum value

Sort Options:

  • Date (newest/oldest)
  • Amount (highest/lowest)
  • Status
  • Customer name

Quick Stats Dashboard ​

MetricDescription
New RequestsPending responses
Active BookingsJobs in progress
Completed This WeekRecent completions
Revenue This MonthMonthly earnings

Booking Status Lifecycle ​

Status Flow ​

Customer Requests → PENDING → You Respond
                       ↓
           ┌─── Accept ──┬── Quote ───┐
           ↓             ↓            ↓
       CONFIRMED     QUOTED      DECLINED
           ↓             ↓
    IN PROGRESS    Customer Accepts
           ↓             ↓
       COMPLETED    CONFIRMED
           ↓             ↓
         PAID       (continues flow)

Status Definitions ​

StatusMeaningYour Action
PendingNew request awaiting responseRespond within 24h
QuotedYou sent a quote, awaiting customerWait for acceptance
ConfirmedBooking confirmed, not yet startedPrepare for service
In ProgressService currently being performedComplete the work
CompletedService finished, awaiting confirmationWait for customer
PaidCustomer confirmed, payment releasedJob complete
CancelledBooking was cancelledNo action needed
DeclinedYou declined the requestNo action needed
DisputedIssue reported by customerResolve dispute

Booking Notifications ​

Notification Types ​

EventEmailPushSMS
New RequestYesYesOptional
Customer MessageYesYesNo
Quote AcceptedYesYesOptional
Booking CancelledYesYesNo
Service ConfirmedYesYesNo
Payment ReleasedYesNoNo
Review ReceivedYesNoNo

Configuring Notifications ​

  1. Go to Settings > Notifications
  2. Enable/disable each notification type
  3. Select delivery methods
  4. Set quiet hours if desired

Enable Push Notifications

Push notifications for new requests are essential. Quick responses lead to more confirmed bookings.


Handling New Requests ​

Receiving Requests ​

When a customer books your service:

  1. You receive notification (email, push, SMS)
  2. Request appears in Bookings > Pending
  3. Timer starts for response window
  4. Dashboard shows alert badge

Request Information ​

Click on a request to view full details:

Customer Information:

FieldDetails
NameCustomer's name
RatingTheir rating on platform
Member SinceAccount age
Previous BookingsWith you specifically
ContactPhone, email (after confirmation)

Service Details:

FieldDetails
Service RequestedWhich of your services
DescriptionWhat they need
Vehicle InfoMake, model, year (if applicable)
LocationPickup/delivery addresses
Date/TimeWhen they want service
Special NotesAdditional requirements

Attached Files:

  • Vehicle photos
  • Documents
  • Reference materials

Response Options ​

You have several options when responding:

ActionWhen to Use
AcceptYou can fulfill exactly as requested
Send QuoteService requires custom pricing
Request InfoNeed more details before deciding
DeclineCannot fulfill the request

Accepting Requests ​

For fixed-price services:

  1. Review request details thoroughly
  2. Verify you can meet the requested date/time
  3. Click "Accept"
  4. Confirm service details
  5. Click "Confirm Acceptance"
  6. Customer is notified
  7. Booking moves to Confirmed

Sending Quotes ​

For quote-based services:

  1. Review request details
  2. Click "Send Quote"
  3. Prepare your quote:

Quote Components:

ItemExample
Base ServiceVehicle transport - $450
Distance Charge800 miles @ $0.50 - $400
Special RequirementsEnclosed carrier - $150
Subtotal$1,000
Validity7 days
  1. Add quote notes/terms
  2. Click "Send Quote"
  3. Customer reviews and accepts/negotiates

After Sending Quote:

  • Booking status changes to Quoted
  • Customer has 7 days (default) to respond
  • You can modify quote if customer requests changes
  • Quote acceptance confirms booking

Requesting More Information ​

If you need clarification:

  1. Click "Request Info" or "Message"
  2. Write your questions
  3. Send message
  4. Wait for customer response
  5. Timer pauses while awaiting info

Declining Requests ​

Sometimes you need to decline:

  1. Click "Decline"
  2. Select reason:
    • Schedule conflict
    • Outside service area
    • Service not available for this request
    • Unable to meet requirements
    • Other (specify)
  3. Add optional message to customer
  4. Confirm decline

Decline Impact

High decline rates can affect your search visibility. Only decline when necessary.

Response Time Targets ​

Response TimeRating Impact
< 2 hoursExcellent - preferred placement
2-4 hoursGood - no impact
4-12 hoursAcceptable - minor impact
12-24 hoursWarning zone
> 24 hoursPoor - significant impact

Response Rate Target

Aim to respond to at least 90% of requests within 4 hours during business hours.


Calendar Management ​

Viewing Your Calendar ​

  1. Go to Bookings > Calendar
  2. View bookings in calendar format
  3. Switch views: Day, Week, Month

Calendar Display ​

ColorMeaning
BlueConfirmed bookings
YellowPending requests
GreenCompleted
RedCancelled
GrayBlocked time

Blocking Time ​

Mark yourself as unavailable:

  1. Click on date/time slot
  2. Select "Block Time"
  3. Set duration
  4. Add reason (optional)
  5. Save

Block Reasons:

  • Personal time off
  • Equipment maintenance
  • Other commitments
  • Travel time

External Calendar Sync ​

Connect external calendars to avoid double-booking:

Supported Calendars:

  • Google Calendar
  • Microsoft Outlook
  • Apple Calendar (iCal)

Setup:

  1. Go to Settings > Calendar
  2. Click "Connect Calendar"
  3. Select your calendar service
  4. Authorize connection
  5. Choose sync direction:
    • One-way (read external only)
    • Two-way (sync both directions)

Communication ​

Booking Messages ​

Communicate with customers through the platform:

  1. Open the booking
  2. Click "Messages" tab
  3. Type your message
  4. Click "Send"

Common Message Scenarios ​

ScenarioMessage Template
Confirmation"Thank you for your booking! I've confirmed your [service] for [date]. I'll contact you [timeframe] before to coordinate details."
Day Before"Hi [Name], just a reminder about your [service] scheduled for tomorrow at [time]. Please reply to confirm or if you need to reschedule."
En Route"I'm on my way and will arrive at approximately [time]. See you soon!"
Completion"Your [service] is complete! Everything went smoothly. Please let me know if you have any questions."
Follow Up"Hi [Name], I hope everything is going well. If you were satisfied with the service, I'd appreciate a review on Menon Mobility!"

Message Templates ​

Create templates for common messages:

  1. Go to Settings > Message Templates
  2. Click "Add Template"
  3. Enter template name
  4. Write message with placeholders:
  5. Save template

Using Templates:

  1. Open booking messages
  2. Click "Templates"
  3. Select template
  4. Customize if needed
  5. Send

Communication Best Practices ​

Proactive Communication

Don't wait for customers to ask. Send updates at key stages to build confidence.

Professional Tone

Keep communications professional and friendly. Represent your business well.

Respond Promptly

Aim to respond to customer messages within 2-4 hours during business hours.


Completing Services ​

During Service Delivery ​

While performing the service:

  1. Keep customer informed of progress
  2. Document with photos if applicable
  3. Note any issues or changes
  4. Complete work as agreed

Marking as Complete ​

When the service is finished:

  1. Open the booking
  2. Click "Mark Complete"
  3. Add completion details:
    • Summary of work performed
    • Any notes for customer
    • Issues encountered (if any)
  4. Upload documentation:
    • Completion photos
    • Inspection reports
    • Delivery receipts
  5. Click "Submit Completion"

Completion Documentation ​

Service TypeRecommended Documentation
TransportDelivery photos, condition photos, signed receipt
InspectionInspection report, photos, certificates
MaintenanceWork order, before/after photos, parts list
InsurancePolicy documents, coverage summary
DocumentationCompleted paperwork, copies for customer

Customer Confirmation ​

After you mark complete:

  1. Customer receives notification
  2. Customer reviews completion
  3. Customer confirms OR raises issue
  4. If confirmed: payment released
  5. If issue: enters dispute resolution

Auto-Completion ​

If customer doesn't respond:

TimelineAction
Day 1-3Reminders sent to customer
Day 4-6Urgent reminders
Day 7Auto-complete if no dispute

Automatic Release

If a customer doesn't respond within 7 days and hasn't raised a dispute, the service is automatically confirmed and payment is released.


Handling Cancellations ​

Customer Cancellations ​

When a customer cancels:

  1. You receive cancellation notification
  2. Booking status updates to Cancelled
  3. Time slot freed in your calendar
  4. Cancellation fee may apply (per your policy)

Cancellation Fees ​

Configure your cancellation policy:

TimingTypical Fee
7+ days beforeNo fee
3-7 days before25% of booking
1-3 days before50% of booking
Same day75-100% of booking
No-show100% of booking

Provider Cancellations ​

If you must cancel:

  1. Open the booking
  2. Click "Cancel Booking"
  3. Select reason:
    • Emergency situation
    • Equipment failure
    • Unable to fulfill
    • Customer request
    • Other
  4. Add explanation for customer
  5. Confirm cancellation

Cancellation Impact

Provider cancellations significantly impact your rating and search visibility. Avoid cancelling confirmed bookings whenever possible.

Rescheduling ​

Instead of cancelling, offer to reschedule:

  1. Contact customer via messages
  2. Explain situation
  3. Propose alternative dates
  4. If customer agrees, update booking
  5. Avoids cancellation penalty

Customer Reviews ​

Review System ​

After service completion:

  1. Customer receives review request
  2. Customer rates your service (1-5 stars)
  3. Customer writes feedback (optional)
  4. Review appears on your profile
  5. Your overall rating updates

Review Components ​

ComponentDetails
Star Rating1-5 stars
Written ReviewCustomer's experience
Service DateWhen service occurred
Service TypeWhich service was provided
VerificationBadge for verified purchase

Responding to Reviews ​

Positive Reviews:

  • Thank the customer
  • Personalize your response
  • Invite them back

Neutral Reviews (3 stars):

  • Thank them for feedback
  • Address any concerns mentioned
  • Explain improvements you're making

Negative Reviews:

  • Stay calm and professional
  • Acknowledge their experience
  • Explain what happened (factually)
  • Offer to make it right
  • Take detailed discussions offline

Example Review Responses ​

5-Star Review Response:

Thank you so much for the wonderful review, Sarah! It was a
pleasure transporting your truck to Texas. We're glad everything
arrived safely and on time. We look forward to serving you again!

2-Star Review Response:

Thank you for your feedback, Michael. I sincerely apologize that
the delivery took longer than expected. The winter storm caused
unexpected delays across multiple states. While weather is beyond
our control, we should have communicated updates more frequently.
We're implementing better tracking notifications. I'd like to
make this right - please contact me at [email] to discuss.

Payments & Earnings ​

Payment Flow ​

  1. Customer pays at booking (or confirmation)
  2. Funds held by platform
  3. You complete service
  4. Customer confirms completion
  5. Hold period (3 days)
  6. Funds released to your payout account

Earnings Dashboard ​

View your earnings:

  1. Go to Payments > Earnings
  2. See breakdown:
MetricDescription
Total EarningsGross service revenue
Platform FeesCommission deducted
Net EarningsYour take-home amount
PendingAwaiting confirmation/release
AvailableReady for payout
Paid OutAlready transferred

Payout Schedule ​

SettingDefault
FrequencyWeekly (Monday)
CutoffSunday 11:59 PM
ProcessingMonday-Tuesday
ArrivalTuesday-Wednesday
Minimum$50

Payout Methods ​

MethodProcessing TimeFees
Bank Transfer (ACH)2-3 business daysFree
PayPal1-2 business daysFree
Wire Transfer1 business day$25

Dispute Resolution ​

When Disputes Occur ​

Customers can raise disputes for:

  • Service not as described
  • Service not completed
  • Quality issues
  • Communication problems
  • Overcharging
  • Damage claims

Handling Disputes ​

  1. You receive dispute notification
  2. Booking enters Disputed status
  3. Payment held pending resolution
  4. Open dispute in Bookings > Disputes
  5. Review customer complaint
  6. Respond with your side:
    • Explain what happened
    • Provide documentation
    • Upload photos/evidence
  7. Platform reviews and mediates
  8. Resolution decided

Dispute Documentation ​

Provide evidence to support your case:

Document TypePurpose
PhotosCondition before/after
MessagesCommunication history
ContractsSigned agreements
ReceiptsProof of service
Third-PartyIndependent verification

Dispute Outcomes ​

OutcomeResult
Resolved - Provider FavorFull payment released
Resolved - Customer FavorFull/partial refund
Resolved - SplitPartial payment to each
Mutual AgreementAgreed resolution

Preventing Disputes ​

Document Everything

Photos, messages, and written confirmations prevent disputes.

Set Clear Expectations

Be explicit about what's included and what's not.

Communicate Proactively

Keep customers informed to prevent misunderstandings.

Address Issues Early

If something goes wrong, communicate immediately and offer solutions.


Booking Reports ​

Available Reports ​

Generate reports for your records:

ReportContents
Booking SummaryAll bookings for period
Revenue ReportEarnings breakdown
Service PerformanceBy service type
Customer AnalysisRepeat customers, ratings
Calendar ExportSchedule for period

Generating Reports ​

  1. Go to Reports or Bookings > Export
  2. Select report type
  3. Set date range
  4. Choose format (PDF, CSV, Excel)
  5. Click "Generate"
  6. Download file

Key Metrics to Track ​

MetricTargetWhy It Matters
Response Time< 2 hoursHigher conversion
Acceptance Rate> 80%Better visibility
Completion Rate> 95%Trust factor
Average Rating> 4.5Search ranking
Revenue/BookingGrowingBusiness health

Mobile App ​

Managing Bookings On-the-Go ​

The mobile app allows:

  • View new booking requests
  • Accept or decline bookings
  • Send quotes
  • Message customers
  • View calendar
  • Mark jobs complete
  • Receive push notifications

Mobile-Optimized Features ​

FeatureMobile Access
View BookingsYes
Accept/DeclineYes
Send QuotesYes
MessagesYes
Calendar ViewYes
Mark CompleteYes
Upload PhotosYes
View AnalyticsLimited
SettingsLimited

Stay Responsive

Install the mobile app to respond to requests even when away from your computer.


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