When customers book through your page, their jobs come in for your review. Here's how the approval process works.
Incoming bookings
New bookings appear in the Needs Your Action column on your dashboard. These are customers who have entered their card and are waiting for you to approve.
For each booking, you'll see:
- Customer name and contact info
- Service(s) requested
- Address and pool details
- Requested schedule preferences
- Total amount
Approving a booking
Click on the job to open details, then click Approve.
When you approve:
1. An authorization hold is placed on the customer's card (7 days)
2. Customer receives a confirmation email
3. Job moves to Ready to Work
4. You can now schedule and complete the job
The authorization hold reserves the funds but doesn't charge yet. You capture the payment when you complete the job.
Declining a booking
If you can't take the job, click Decline.
Common reasons to decline:
- Outside your service area
- Fully booked for requested dates
- Service doesn't match what you offer
- Customer requests something you don't do
When you decline:
- Customer is notified by email
- No charge is made
- Job is archived
You can add a decline reason that the customer will see.
Adjusting before approval
Sometimes you need to change the price before approving. Maybe the pool is larger than expected, or you want to add a discount.
Click Adjust Price to modify the total. If the new price is higher, the customer must approve the change before you can proceed.
Quote request mode
If you have quote request mode enabled, customers submit requests without payment. You then:
- Review the request
- Set your price
- Send the quote
- Customer pays to accept
This is useful when you need to see the pool before pricing, or for custom work.
Approval timeline
Act within 7 days. Card authorization holds expire after a week. If you don't approve in time:
- The hold is released
- You'll need to request payment again
- Customer may have moved on
Check your dashboard daily to avoid missed opportunities.
Notifications
You're notified of new bookings via:
- Email (if enabled)
- SMS (if enabled)
- Dashboard notification
Configure your preferences in Settings → Notifications.
Tips
Respond quickly
Customers expect fast responses. Same-day approval shows professionalism and wins business.
Call first for questions
If something's unclear, call the customer before approving. Clarify scope, access, and timing.
Use decline messages thoughtfully
A polite decline with a referral to another company leaves a good impression.
Review the details
Check the address on a map. Look at the satellite view. Make sure you can actually service this customer.