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Bookings

Bookings

In this chapter

The Bookings area is where you tell EasyBiz when and where your services are available. Set up your booking options, draw your service zones, add time slots, and let the system auto-assign drivers and block out holidays. Every rule here flows directly into what customers see on your online store, mini-apps, and POS collection-date picker.

Articles

Introduction to Bookings
Introduction to Bookings

Learn what the Bookings setup does, in what order to build it, and what each setting controls so your calendar never overbooks.

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Setting Up Booking Options
Setting Up Booking Options

Build the service choices your customer sees at checkout, from a standard pickup to an express delivery.

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Booking Options: Surcharge, Limits & Rescheduling
Booking Options: Surcharge, Limits & Rescheduling

Add a surcharge, limit which sales channels or services can use this option, and control whether customers can reschedule.

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Saving, Previewing, and Managing Booking Options
Saving, Previewing, and Managing Booking Options

Once your booking option is configured, here is how to save it, check that the calendar looks right, and manage it after it goes live.

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Setting Up Custom Zones
Setting Up Custom Zones

Group your city into named zones so you can set delivery rules, fees, and driver assignments by area instead of one by one.

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Setting Up Service Areas
Setting Up Service Areas

Tell each business unit which zones it covers, what the minimum order is, and what customers outside your area see.

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Setting Up Time Slots
Setting Up Time Slots

Set the exact time windows customers can pick at checkout, with optional daily caps and area limits.

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Setting Up Blocking Rules
Setting Up Blocking Rules

Prevent unwanted bookings by blocking specific dates or customers based on your operational needs.

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Setting Up Assignment Rules
Setting Up Assignment Rules

Skip manual dispatch. Send each new booking to the right driver or team automatically based on area, day, time, or business unit.

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