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Simple Scheduler is an online booking page for your website. Customers pick a service, answer a few questions, choose an arrival time, and the appointment goes straight into your CRM. Your Avoca team sets up your first scheduler for you, using Avoca best practices.

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What your customers see

Customers move through up to five steps:
  1. Select Issue: they pick the service they need.
  2. Verify Ownership: they confirm they’re the homeowner, if you ask that.
  3. Contact Info: they enter their contact details.
  4. System Details: they add details about the job.
  5. Schedule Time: they pick an arrival window.
It’s already set up with our best practices. If you want to ask something extra, you can add your own custom questions.
The arrival times customers see come from your Booking Windows. To change them, open Booking Windows in Business Info.

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Where to edit it

Go to Products → Simple Scheduler → Schedulers and select Edit. You’ll see a live preview next to your settings. For every step of the editor and how to put the scheduler on your website, see Set up Simple Scheduler.

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See how it’s performing

Open the Overview tab to see how many people visited and how many booked. Pick a date range, or look at one scheduler at a time. Open Customer Details to see everyone who gave you their contact info, and whether they booked or dropped off. To follow up with people who didn’t book, and to track where your bookings come from, see Track bookings and follow up.

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Where to go next

Set up Simple Scheduler

Edit your scheduler, add questions, and put it on your website.

Track bookings and follow up

See what’s working and reach people who didn’t book.