INTERMEDIATEFor Service providers
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Managing Bookings: A Complete Guide for Service providers
Learn how to manage booking requests, communicate with customers, process payments, and handle check-ins.
Introduction
Managing bookings effectively is key to running a successful service business. This guide covers all aspects of booking management on Ordafy.
Receiving Booking Requests
When a customer requests to book your service:
- You'll receive a notification (email and in-app)
- The booking appears in your "Pending Bookings" list
- Review the booking details and customer information
- Check service availability for the requested dates
Confirming Bookings
To confirm a booking:
- Review all booking details
- Verify the dates are available
- Click "Confirm Booking"
- Add any notes or special instructions
- The customer will be notified automatically
Communicating with Customers
Use the in-app messaging system to communicate with customers:
- Answer questions about your service
- Discuss special requirements
- Share important information
- Attach files (photos, floor plans, etc.)
Payment Processing
Deposit Payments
Customers can pay a deposit when booking. The deposit amount is set in your service settings.
Balance Payments
Remaining balance can be paid before or after the booking date, depending on your payment terms.
Refunds
If a booking is cancelled, you can process refunds based on your cancellation policy.
Check-In and Check-Out
Check-In
- On the booking date, go to the booking details
- Click "Check In"
- Enter actual customer count
- Add any notes
Check-Out
- After the booking ends, click "Check Out"
- Enter final customer count
- Note any damages or issues
- Complete the checkout process
Handling Cancellations
If a provider cancels:
- Review your cancellation policy
- Process refunds according to policy
- Update your calendar availability
- Leave feedback if appropriate
Best Practices
- Respond to booking requests within 24 hours
- Be clear about service rules and requirements
- Keep communication professional and timely
- Document any special arrangements
- Follow up after products for reviews