Collecting Customer Addresses for Mobile Service Appointments

About Ask the Booker Location Support

Ask the Booker Location Support is a feature designed for service businesses whose staff travel to customers. It allows you to collect the customer's specific service address directly within a Service v2 appointment booking in the mobile app. When a location configured for this feature is selected, an address field appears, ensuring the service team knows exactly where to go.

Benefits

Using this feature provides several key advantages for mobile service teams:

• Capture Addresses Immediately: Get the customer's home, office, or other service location at the time of booking.
• Eliminate Follow-ups: Reduce the need for separate calls or messages to confirm the service address.
• Ensure Completeness: The address field is required, preventing appointments from being scheduled without this critical information.
• Streamline Staff Workflow: Technicians can view the address directly from the appointment details in the app.
• Maintain Address Consistency: When you edit or duplicate an appointment, the saved address is pre-filled for convenience.

Requirements and Availability

This feature is available for Service v2 appointments. To use it, you need:

• The mobile app version 4.10.0 (810) or later.
• The Ask the Booker location type must be configured in the web app under Calendar Settings > Services (v2) > Locations.

Configuring the Location on the Web

Before the address field appears in the mobile app, an administrator must set up the location type.

1. Navigate to Calendar Settings > Services (v2) > Locations in the web app.
2. Create a new location or edit an existing one.
3. Enable the option labeled Let bookers enter their own service address.
4. Assign the location to the appropriate staff members' availability.
5. Save your changes.

Once configured, this location will trigger the address field in the mobile booking flow.

Using the Feature in the Mobile App

Selecting the Location

When creating a new Service v2 appointment from the Calendars, Contacts, Conversations, or Opportunities sections:

1. Tap + New Service Appointment.
2. In the Location Details section, tap the location dropdown.
3. Select the location you configured to ask for an address (e.g., "Enter manual").

Entering the Service Address

After selecting the appropriate location, a required address field will appear. You must enter a valid service address to proceed with the booking. If you try to schedule the appointment without an address, the app will display an error message prompting you to provide one.

Viewing the Saved Address

Once the appointment is booked, the service address is saved and displayed on the appointment details screen under Location Details. From here, you can copy the address or tap to open it in your device's mapping application for navigation.

Editing or Duplicating Appointments

When you edit or duplicate an appointment that has a saved address, the address field will be pre-filled with the existing information. You can choose to keep it or update it as needed. The address remains a required field if the Ask the Booker location is still selected.