Appointments & Booking
Creating Appointments
Appointments let you schedule time with customers for consultations, site visits, or service calls. Each appointment is tied to a customer and can optionally be linked to a job.
- Open the sidebar and click Appointments.
- Click New appointment.
- Select a customer (or create one inline) and choose a date and time.
- Add a title, description, and optionally assign a team member.
- Click Save to confirm the appointment.
Tip: Appointments also appear on your Schedule calendar, so your team can see them alongside jobs and other events.
Public Booking Link
Share a public booking link so customers can schedule appointments with you directly. The booking page shows your available time slots and collects the customer's contact details.
- Go to Appointments and click Booking settings.
- Enable the public booking page and configure your available days and hours.
- Set the appointment duration and any buffer time between appointments.
- Copy your unique booking link and share it on your website, social media, or in emails.
New leads: When a new visitor books through the public link, ServeHub automatically creates a customer record so you can follow up.
Existing customers: If the email matches an existing customer, the appointment is linked to their profile.
Confirmation & Reminder Emails
ServeHub sends automatic email notifications to keep both you and your customers informed about upcoming appointments.
Confirmation email: Sent immediately when an appointment is created or booked through the public link. Includes the date, time, and any notes.
Reminder email: Sent automatically before the appointment to reduce no-shows. The reminder gives the customer a chance to reschedule if needed.
Cancellation notice: If you or the customer cancels, both parties receive a notification.
Tip: Reminder emails significantly reduce no-shows. Make sure your customer email addresses are accurate when creating appointments.
Managing Appointment Slots
Control when customers can book and how many appointments you can handle in a day.
Available hours: Set the days and hours when bookings are allowed. Customers will only see open slots during these windows.
Buffer time: Add padding between appointments to allow for travel or preparation.
Rescheduling: You can drag and drop appointments on the calendar to move them, or edit the appointment details directly.
Cancelling: Open the appointment and click Cancel appointment. The customer will be notified automatically.