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Customer Booking Form

There are 4 ways to automatically enter tasks into GetSwift:

  1. Email importer: Enter tasks by automatically pulling information from order notification emails
  2. Third-party integrations: Enter tasks through direct integrations with other platforms
  3. API integration: Enter tasks through a direct connection with GetSwift through our open API
  4. Booking form: Enter tasks by inviting your customers to use our built-in booking form

To read about how to enter tasks manually into GetSwift, click here

 

Booking Form to Enter Tasks

Enter tasks by inviting your customers to make quick booking requests with our built-in booking form. Note, your customer will need to be invited to create an account with GetSwift.

If you do not want your customers to create an account with GetSwift, our built-in booking form may not be right for you. We recommend that you explore an online form builder, such as Jotform or Typeform. Please contact us if you would like to discuss how to get those services set up.

Step 1: Setup the booking form

1.1  Navigate to the Settings page

1.2  If you would like your booking form to be white-labeled with your business logo, upload an image of your logo as shown below

1.3  If you would like the customers to be able to generate a distance-based price quote for your service, then enter the pricing for the “base rate” (standard price regardless of distance)  and “price per mile/km” (additional amount charged based on distance).

Step 2: Invite your customers to create a GetSwift account

2.1  Navigate to the "Public Form" page by clicking on the “Menu” icon (𝝣) in the top right corner, followed by “Public Form” in the sidebar.

2.2  Enter the email address for each individual customers/accounts to send an invitation email for access to the form

Step 3: Customers can place an order using the form!

3.1  After your customers have created an account with GetSwift, they will be book with your business

3.2  Once the customer submits a booking, the new task will be shown on your Map and Live Jobs page

3.3  If your customers need instructions on how to use the form, you can direct them here

Please reach out to us here if you need help setting this up