Your Public Booking Page
The web page customers use to book themselves in. Where its address comes from, what a customer actually sees on it, how to put it on your own website, and how to check a test booking landed.
What it is
Your public booking page is a web page that belongs to your company and lives outside the CRM. Anyone with the link can open it — no login, no password. They fill in their name and phone number, pick a day and a time, and press Book Appointment. The booking then appears inside Joby for your office team to work.
You do not build this page. It already exists for your account. What you do is share its link, decide what it asks for, and watch the bookings come in. Everything you change about it is done in one place: Settings›Pipeline›Booking Form.
Video walkthrough — coming soon
A short screen recording of the booking page — sharing the link, filling one in as a customer, and finding it afterwards — is being made and will appear here. Until it lands, the step-by-step below covers the same ground.
There are three ways a customer can reach it, and they all show the same page:
A link you send
Paste it into a text message, an email signature, a Google Business profile or a Facebook button. The customer taps it and the page opens.
Built into your website
A small piece of code drops the same form inside one of your own web pages, so the customer never leaves your site.
Opened by you
The Open button on the Booking Form page opens your live page in a new tab. This is how you check it, and how you take a booking over the phone.
The link looks like app.joby.io/book-appointment/your-company. If your account has been given its own web address, it is shorter — something like yourcompany.joby.io/book-appointment. Never type the address by hand; always copy it from the buttons described below, because it changes shape depending on how your account is set up.
When to use it
- You want customers to book themselves in outside office hours instead of leaving voicemail.
- You are running an advert and want the "Book now" button to go somewhere that captures the job.
- You want a form on your own website that feeds straight into the CRM, not into an inbox.
- You are on the phone with someone and would rather they filled in their own address and spelling.
- You are sending a follow-up text to an old customer and want a one-tap way for them to rebook.
Do not use it for jobs your team books internally. For those, add the job from Leads or from the Appointments calendar. The public page is only for people outside your company.
Before you start
- You need to be an owner or an admin to change the page. Settings›Pipeline›Booking Form is admin-only. Other roles can still be given the Appointments permission under Settings -> Team Roles, which lets them see the bookings that come in without letting them change the form.
- Your company must have a web address set up. If the Copy Link button says Please configure your organization slug first to generate a booking link, the page has no address yet. Contact Joby support — this is set once, on your account, and cannot be typed in from the settings screens.
- Decide your opening days and hours first. The times customers are offered come from Available Days, Start Time, End Time and Duration in the Availability card on Settings›Pipeline›Booking Form›Form Setup. Until you set them, customers see whatever the defaults happen to be.
- Set your minimum notice. Also in the Availability card, Minimum lead time is a number of hours. Anything sooner than that is greyed out on the calendar so nobody books you for twenty minutes' time.
- If you want customers to pick a service, create the services first. The dropdown is filled from Settings -> Pipeline -> Service Types. Only ones you switch on inside the Services on booking form card appear to customers.
- If you want every booking to open a job, set the status and source first. The Bookings card asks for a status from Settings -> Pipeline -> Lead Statuses and a source from Settings -> Pipeline -> Ad Sources. Create at least one of each, otherwise those dropdowns are empty.
- Your company may use different words. "Lead", "Office Agent" and "Field Worker" can all be renamed for your account, so the buttons in these screens may read "Job", "CSR" or "Technician" instead.
Step-by-step
Find your booking link and open the page
- Go to Settings›Pipeline›Booking Form. Admins also have a Booking Form shortcut in the left menu under More.
- Stay on the Form Setup tab. Along the top right of that tab there are three buttons: Copy Link, Embed and Open.
- Click Copy Link. A message reads Booking link copied to clipboard, and the address is now ready to paste anywhere.
- Click Open to see the live page in a new tab, exactly as a customer sees it.
Where the link goes
- The "Book now" button on your website.
- Your Google Business profile, so people booking from search land straight on it.
- A saved text-message reply, so agents can send it in one tap.
- Your email signature and your invoices.
- Paid adverts, if you want each campaign tracked (see the separate pages further down).
Set the wording customers read at the top
- On Form Setup, find the Form copy card.
- In Title, type the big heading. Leave it empty and the page reads Schedule an Appointment.
- In Text below title, type the line underneath. Leave it empty and it reads Fill out the form below to book your appointment.
- Click Save Copy. Refresh the customer page in the other tab to see the new wording.
Choose what the page asks for
- In the Standard form fields card, each row has a Show switch and a Required switch. The rows are Appointment date, Appointment time, Last name, Email, Address and Notes.
- Note the grey box at the top of that card: Always shown + required — First name, phone. Those two cannot be switched off, because without them you have nobody to ring back.
- To ask something that is not in that list — "Is this a rental?", "Which door is broken?" — use the Form Fields card and click Add Field. Give it a Field Label, pick a Field Type (Text, Number, Dropdown, Text Area, Checkbox, Phone or Email), and tick Required field if they must answer it.
- To offer a service dropdown, switch on Show service selection on booking form in the Services on booking form card, then switch on each service you want customers to see.
Every switch here saves the moment you flick it. There is no separate save button on those cards — only Form copy and Availability have one.
Decide what happens when a booking arrives
- Find the card headed Bookings (it points at whatever your company calls leads).
- Switch on Automatically create a lead for every booking if you want each booking to open a job in your pipeline straight away.
- Two dropdowns appear underneath. Pick the status the new job should start in, and the Ad source to stamp it with — most companies create a source called "Website Booking" so they can count how much work the page brings in.
- Leave the switch off if you would rather read each request first and press Create Lead by hand.
Put the form inside your own website
- Click Embed at the top of Form Setup. A window opens headed Embed the booking widget.
- If your website builder has a ready-made embed or iframe block, copy the Widget URL using the copy button next to it and paste that in.
- Otherwise copy the HTML snippet with Copy snippet and paste it into a plain HTML or Custom Code block on your page. A message confirms Embed code copied - paste it into your website's HTML.
- Publish your web page and load it. The form appears inside your own design, with no Joby page around it, and it grows taller by itself as the customer works down it.
Worth knowing about the embedded version
- The window itself lists the builders this is known to work on: Wix, Squarespace, WordPress, Webflow, Shopify, Framer and any plain website.
- It is the same form, fed by the same settings. Change a field here and the embedded copy changes too — you do not re-paste anything.
- Bookings made through it arrive in Joby immediately, exactly like bookings made from the link.
- The embedded version has no Book Another Appointment button after a booking, because it is sitting inside your page rather than filling the screen.
Take a booking yourself while a customer is on the phone
- Click Open to load your own booking page in a new tab.
- Fill it in as you talk, reading the day and time options back to the customer.
- Press Book Appointment and read them the confirmation on screen.
- The booking lands in Request History like any other, so nothing has to be re-typed.
How to check it worked
Always make one test booking of your own before you send the link to a single customer. It takes two minutes and it catches everything.
- Click Open and put your own name and mobile number in, so the test is easy to spot later.
- Check the heading reads what you typed in Form copy, and that every question you expect is there — and nothing you switched off.
- Open the Date picker. Days you are closed should be greyed out and unclickable.
- Open the Time list. It should offer the hours you set, in the slot length you chose.
- Press Book Appointment. The whole page should be replaced by a green tick and the words Appointment Confirmed!, with your chosen date and time printed underneath.
- Go back into Joby, open Settings›Pipeline›Booking Form›Request History, and confirm your test is the top row.
In Request History your test booking should show the time you submitted it under Submitted, your name under Customer, and the day you picked under Requested Date. If you switched on the automatic job option, the button in the Actions column will already read Open Lead rather than Create Lead — that is proof the job was made for you.
Finish by deleting the test. Click Delete in its row and confirm. The warning tells you plainly what happens: if the request already became a job, the job stays and only the history entry is removed.
Tip: repeat the same test on your phone before you advertise the link. Most people who book from a text message or a Google listing are on a phone, and it is the only way to be sure the address box and the time list behave on a small screen.
Common mistakes
Renaming a form and leaving the old link out there
The rename window warns you: Renaming changes the form's link — anywhere the old link is shared or embedded will need the new one. If you rename, go and update your website, your adverts and your saved text replies the same day.
Making everything required
Every extra required question loses you bookings. First name and phone are already compulsory and cannot be turned off. Ask for the rest only if you genuinely cannot quote without it.
- Closing every day by accident. If no days are selected in Available Days, or the minimum notice is longer than the dates on offer, the whole calendar greys out and the customer cannot book at all. Always open the date picker after changing availability.
- Setting End Time earlier than Start Time. No slots are produced and the time list reads No times available. Check both dropdowns are the right way round.
- Switching the service dropdown on with no services switched on. If nothing in the Services on booking form list is toggled on, the dropdown does not appear at all — customers simply never get asked. Switch the individual services on too.
- Requiring a service you have not created. If you turn on Require service selection before adding any services, you have made a rule about a question that is not on the form. Add the services first.
- Turning on the automatic job option without picking a status. Choose the status and the ad source in the same card, otherwise your new jobs land with nothing to sort them by and reports cannot tell website work from phone work.
- Sending the link before checking Request History. A test booking that never appears means the link points at the wrong place. Copy it again from Copy Link rather than from your browser's address bar.
- Hiding the time picker and then expecting a time. If Appointment time is switched off in Standard form fields, the customer is not asked when they want you — the confirmation screen changes to Request Submitted and says you will be in touch. That is a request, not a booked slot, so somebody has to ring them back.
- Deleting a form to "tidy up". Deleting takes its link out of service immediately. Anything already pointing at it becomes a dead link. Bookings you already received are kept.
More detail (7)
What a customer sees, field by field
This is the page as it arrives with nothing customised. Every item below can be switched off or renamed except the first two.
- A heading — Schedule an Appointment — and a line under it, both of which you can rewrite.
- A card headed Appointment Details with the note Please provide your information and preferred time.
- First Name — always shown, always required.
- Last Name — shown by default, optional by default.
- Phone Number — always shown, always required.
- Email — hidden by default. Switch it on when you want to send confirmations by email.
- Address — shown by default. It suggests addresses as the customer types and fills in the town, county and postcode for you.
- Any extra questions you added yourself, in the order you set.
- What service do you need? — the service dropdown, if you switched it on.
- Date — a calendar. Days you are closed, and days sooner than your minimum notice, cannot be clicked.
- Time — a list of slots for the chosen day. When there are none it reads No times available.
- A grey note reading Note: Appointments must be booked at least N hours in advance, using your own number.
- Notes — a big box, prompting Any additional information or special requests...
- A full-width Book Appointment button, which reads Booking... while it saves.
When it goes through, the form is replaced by a green tick and Appointment Confirmed!, with the day and the time slot printed in a grey box and the line We'll contact you shortly to confirm your appointment details. There is a Book Another Appointment button underneath for anyone booking two jobs at once.
If you hid the Appointment time question, the same screen instead reads Request Submitted and We'll contact you shortly to confirm the details. — no day or time is shown, because the customer never chose one.
Messages customers can see when something is wrong
If a customer sends you a screenshot, this is what the wording means. Nothing here is the customer's fault.
- Booking Unavailable — This booking link is invalid or the organization could not be found. The link has a typo, or it points at a form that has been deleted or renamed. Send them a fresh copy from Copy Link.
- Invalid Booking Link — This booking link is missing the organization identifier. The end of the address was cut off, usually by a chat app breaking a long link across two lines. Send it again as a shortened link.
- No times available in the Time list — that day has nothing free. Either it is outside your hours, or it is inside your minimum-notice window.
- That time was just booked. Please pick another time. — someone else took the last space in that slot seconds earlier. The list refreshes itself; they just pick again. You will only ever see this if your account uses the availability engine.
- Please select a time. / Please select a date. / Please pick a service. — a required answer was left blank.
- Please enter a valid email address. — the email is missing an @ or the part after the dot.
Running more than one booking page
You can have several booking pages, each with its own link, its own questions and its own opening hours — one for domestic work and one for commercial, or one per advertising campaign so you can tell where the work came from.
- On Form Setup, look at the Booking forms card. Every form is listed with its link underneath it, and the one answering your main link carries a Default badge.
- Click New form, give it a name — the window suggests e.g. Spring Promo, Commercial Jobs — and the link is generated from that name and previewed for you before you save. Names have to be unique.
- Click a form's row to select it. A blue bar confirms Editing [name] — the cards below apply to this form only. Every card underneath now edits that form and nothing else.
- The small buttons at the end of each row copy that form's link, rename it, duplicate it, make it the default, or delete it. Duplicating is the quick way to start a new page from one you have already got right.
Things to know before you make more
- You can have up to 20 booking forms.
- The default form cannot be deleted or unset directly — make another one the default first, and the buttons appear on the old one.
- Deleting warns you that the form's link will stop working. Bookings you already received are kept.
- In Request History, an extra dropdown appears once you have more than one form, so you can look at one page's bookings on their own.
Where the bookings land
Every submission goes to Request History, the second tab on Settings›Pipeline›Booking Form. Admins can also reach it from the left menu under More›Booking Form, which opens straight onto that tab and carries a badge counting the ones still waiting.
- Newest first, 50 to a page, with Previous and Next underneath.
- Columns run Submitted, Customer, Phone, Email, Requested Date, Time, Status, Address and Notes.
- Set each one's Status from the dropdown in its row: Pending, Confirmed, Completed or Cancelled.
- The Actions column gives you Create Client and Create Lead. Once made, those buttons turn into Open Client and Open Lead.
- The List / Calendar buttons swap the table for a month grid of requests by the day the customer asked for.
- Export CSV downloads the lot for a spreadsheet. The copy button at the end of a row copies one request as plain text for pasting into a message.
- An empty list simply reads No booking requests yet.
Requests are not jobs
A booking sitting in Request History is a request for your time — it is not on anybody's calendar until it becomes a job. Either switch on the automatic option in the Bookings card, or make it a firm rule that somebody presses Create Lead on every new row each morning.
On your phone
- Customers can book from a phone — the page stacks into one column and the calendar and time list work by tapping.
- In the Joby app, More›Booking Form opens Request History on its own. Setting the form up is a computer job.
- Requests appear as cards rather than a table, with quick filters across the top — Pending, Confirmed, Completed, Cancelled and All — each showing a count.
- Pull down on the list to refresh it.
- Export is there too, so you can send a manager the file from your phone.
Who can do what
- Customers need nothing at all — no account, no login. That is the whole point of the page.
- Owners and admins can open Settings›Pipeline›Booking Form and change everything: the wording, the fields, the hours, the extra forms and the embed code.
- Other roles can be given the Appointments permission under Settings -> Team Roles. That lets them work through incoming requests without being able to change the form itself.
- Nobody in the CRM can change the web address itself. That is set on your account by Joby.
If your account has the availability engine
Some accounts have an extra card on Form Setup called Availability engine. If you do not see it, skip this section — nothing is missing and the page works exactly as described above.
- Use slot engine — the times on offer are worked out and checked centrally rather than in the customer's browser, so two people cannot quietly take the same slot.
- Slot capacity — how many bookings each time slot can take, from 1 to 10. Set it to the number of crews you can send out at once.
- Enforcement — Off behaves exactly as before; Shadow quietly records the clashes it would have blocked while customers still see every slot; Enforce actually hides full slots and refuses double bookings.
- A line at the bottom of the card counts the clashes recorded in the last 30 days, which is the number to watch while you are in Shadow.
Worth knowing: move to Enforce in your quiet season, not your busy one, and sit in Shadow for a week or two first. If the clash count is high, turning enforcement on will visibly shrink the times customers are offered — which is correct, but it should not be a surprise.