How to Make Bookings on a Mobile Device

Using the Online Booking Diary, you can easily make bookings using a mobile device (e.g., smartphone or tablet) without needing to log into the full Workshop Software program.
Please note: The online booking diary function is available exclusively with our Gold Subscription level.

Steps to Make Bookings on a Mobile Device:

1. Set Up Your Online Booking Diary

First, set up your online Public Booking diary with the appointment types available for booking. For guidance on this setup, refer to the following guides: How to Set Up the Public Bookings and Public Booking Diary – Setting up Appointment Types Click on Settings, Company Settings then Public Booking and copy the URL provided at the top of the screen

2. Copy the Public URL Link

Once your online Public Booking diary is set up, copy the Public URL link on your mobile device web-browser.

For iOS Devices (iPhone or iPad):

1. Open Safari and Enter the URL

Open the Safari browser and enter the Public URL. Press the blue Go button on your keyboard. On your iphone open up safarienter in the URL you have just copiedclick on Go

2. Add to Home Screen

Once the page has loaded, tap the Share icon (a box with an arrow). In the pop-up window, scroll down and select Add to Home Screen to create an icon on your Home Screen. Once the page has loaded up, click on the Share iconA pop up window will appear, scroll down and click on "Add to Home Screen"

3. Name the Link

Give the link a name (e.g., “Bookings”), which will appear on your mobile home screen, and tap Add to confirm. Give this link a name (this will appear on your mobile home screen). For this example we have called this link "Bookings". And finally click on "Add"

4. Access the Booking Page

You will now see an icon on your home screen called “Bookings.” Tapping this icon opens the Safari browser to the online booking page, letting you make bookings on any mobile device without logging into your Workshop Software account. You can also share this link with others, allowing external contacts to create booking requests and helping you attract new customers. You will now see on your home screen what looks like an app called "Bookings", if you click on this link it will open up safari to the online booking page. Repeat for iOS Tablets The same process can be repeated on an iOS tablet. Manage Bookings in Workshop Software Bookings made through this mobile link will appear as booking requests in your Workshop Software dashboard. You must accept each booking for it to be added to your Booking Diary. screenshot of dashboard showing booking request will appear in a yellow box above your dashboard tabs

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