Getting Started
Going Live with Customer Intake
Turn on your Get Started page so new customers can request service, and choose how much control you keep over what they can request.
Last updated July 16, 2026
Customer intake is your public Get Started page — the link you share so new customers can request service. This guide walks you through switching it on and deciding how customers pick times.
Step 1 — Choose your workspace mode
Your workspace mode decides whether customers can reach you at all. Set it in Settings → Workspace Mode. If intake seems "off" or customers can't find a way to book, check this first — Admin Only hides the intake page entirely. See Choosing your workspace mode.
Step 2 — Configure the Get Started page
Open the Get Started Page tab to set up the experience:
- Turn intake on with the master toggle.
- Decide whether to ask for a preferred date.
- Customize the steps, service selection, and messaging customers see.
- Share your intake link using the share card so customers can find it.
Step 3 — Decide how customers pick times
You control how much freedom customers have when proposing a time:
- Open requests (default): customers can propose any open date within your booking window, and you confirm it.
- Gated availability: the intake page only offers times someone could actually serve. This requires Advanced Scheduling to be on with at least one person's weekly hours set. See Advanced scheduling overview.
Either way, every submission arrives as a request that you confirm — intake never auto-books.
Step 4 — Add guardrails (optional)
- Service area: limit intake to customers within your radius. See Limit intake to your service area.
- Blackout dates: block days off so they never appear in the customer's picker. See Block days off.
- Reminders: set up automatic reminders so confirmed customers show up. See Set up appointment reminders.
Common questions
- Customers say they can't book. Confirm your workspace mode is not Admin Only, and that the Get Started page master toggle is on.
- I want fewer bad-fit requests. Turn on the service area radius and consider gated availability.
- Do I have to use accounts? No — Booking Funnel mode lets customers request service without signing up.