Run the day on your board

The Service request board, Appointment board, Patient board, Rentals board, Care schedule, Dispatch board, Class schedule, Event sessions and Order board all work the same way.

Where: Work → your boardFor: Local services, Appointments, Clinics & medical, Rentals, Pet care & dog walking, Home services, Coaching & classes, Events & experiences, Instagram & social shop

Steps

  1. Open your board from Work. New requests from your website and QR codes arrive here with the newest needing attention first.
  2. Use All work or Needs action to filter. Press a card to open its details.
  3. Under Next action press the button for what happens now (for example Confirm, Check in, Start session, Complete). The customer's status page updates too.
  4. Press Assign staff to give the work to a team member; field staff and drivers see only work assigned to them.
  5. Press Reschedule, pick a New appointment date, press Check times, choose a time and press Confirm new time.
  6. Rentals: when equipment comes back, complete every return condition check, then record the return or a Condition issue.
  7. Press Customer page to see the booking page your customers use, or its booking button to try it.
Open it in your workspace

Every button and what it does

Names as they appear on screen.
All work / Needs actionShow everything, or only what needs you.
Next actionThe buttons that move the work to its next status. See the statuses article for your business type.
Assign staff / Reassign staff · Assign toChoose who does the work. Only active staff with the right job are listed.
Reschedule / Hide reschedulingOpen or close the rescheduling panel.
New appointment date · Check times · Confirm new timeMove the booking to another free time. The customer's page updates.
Confirm / CancelAccept the request, or cancel it.
Record condition issue · Issue type · Next resolutionRentals: record a missing part, damage, a fault or cleaning needed, and what to do next (Review, Repair, Replace, Charge renter, Write off).
Customer pageOpens your customer booking page in a new view.
Request service / Book appointment / Book a visit / Reserve equipment / Request pet care / Request a home visit / Join a class / Reserve a place / Request an orderYour customer booking button. Opens the booking page so you can make a test booking.
Close detailsCloses the card's details.

Good to know

Changing a status never deletes anything. Every change is kept in the booking's status history.

Still need help?

Send a request from Settings → Help & support, or email support@lowmark.co.