Handle Booking Requests From the Dashboard

When a client books online, the clock is already ticking. WorkZen surfaces every booking request on your dashboard so nothing gets lost between "submitted" and "scheduled".

Where booking requests come from

Booking requests are created by the booking form in your website widget. A visitor picks a service and a preferred time, and the request arrives in WorkZen as a lead with a pending visit request attached: name, contact details, the requested job type, and the requested time frame.

Which services a visitor can pick is up to you: only job types with Show in website widget turned on appear in the form. Manage that in Settings > Job Settings.

Review them on the dashboard

The Booking Requests card on the dashboard shows pending requests, earliest requested time first, each with the requested date and time frame. Click View all booking requests to open the full Bookings page with search, sorting, and date filters when the card is not enough.

Accept a request

Clicking Accept opens the Confirm booking request? modal:

Optionally flip Notify client to send a confirmation. Choose email or text; WorkZen pre-writes a friendly message with the date, time, and your company name, and you can edit every word before it goes.
Click Confirm booking (or Confirm & send email / Confirm & send text).
The visit scheduling modal opens next, pre-loaded with the request, so you schedule the visit and assign the crew in the same breath. It lands on the Scheduler immediately.

Accepting also does the CRM housekeeping for you: the lead is claimed by you if it was unclaimed, marked as contacted, and gets a system comment recording who confirmed the visit and for when.

Reject a request

Clicking Reject opens the Reject booking request? modal. The same optional notification applies, with a pre-written "we can't make that time" message you can edit, sent by email or text. The lead stays in your CRM with all its details; only the appointment is declined.

Tip

Rejecting the time does not mean rejecting the client. The pre-written message invites them to call for another slot, and since the lead is still in WorkZen, you can follow up and book them properly.

Step by step

Find the request

Open the dashboard. The Booking Requests card lists pending visit requests with the requested time frame. Click View all booking requests for the full list.

Accept or reject

Click Accept to confirm, or Reject to decline. Both open a modal where you can optionally notify the client by email or text with a pre-written, editable message.

Schedule the visit

After accepting, the visit scheduling modal opens with the request's details, so you lock the appointment into the Scheduler right away.

Frequently Asked Questions

From the booking form in your website widget. A visitor picks a service and a time, and the request lands as a lead with a pending visit request. Only job types with Show in website widget enabled appear as choices.

The booking is marked accepted, the lead is claimed by you if nobody had claimed it yet, and it is marked as contacted. A system comment records who confirmed the visit and when.

The booking is marked rejected, but the lead stays in your CRM with all its contact details. You can still call them and offer another time.

Yes, if the lead has a phone number and your account has messaging enabled. The accept and reject modals both offer email and text, with an editable pre-written message for each.

Yes. The dashboard card shows the next few requests; View all booking requests opens the Bookings page with search, sorting, and date filters.