How To Book A Lead?

Booking a move for the customer

If you've reached the point where the Lead is already created, it means all your settings for the Company are already in place (prices, move sizes, deposit, booking options, etc.).

Your user has all necessary permissions to view, edit and create entities for the scenario at hand.

Minimum requirements to book a move:

• There must be at least one Pickup address

• There must be at least one Delivery address

• Pickup address must be a full address (street number, street name, zip, state)

• Customer's full name must be provided

• Email and Phone must be provided

• Number of movers and trucks is less or equal to number of available movers and trucks

• If deposit is not zero, credit card must be provided

According to your Company settings there are multiple ways to book, all of them are listed here:

• Book with an offer without fixed rate

• Book with a saved offer

• Book with custom rate

• Book as a customer via link

• Book as a customer using a booking link

You can always go back and check Company Info page how to set up your company.