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Booking suggestions in chats

When a team or customer message names a day or time, the chat offers to book it: a prefilled booking with the job, the people, the time and a clash check. Nothing books until you confirm.

Use a chat suggestion to turn an agreed day or time into a booking, or ask the office to book you in.

Before you start

Availability: Team plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Where to find it: Customers & Bookings > Booking suggestions in chats.

Check the job, date, start and finish times, and selected people in the booking popup. Review any clashes before confirming.

Using this guide in Canada

  • Choose your business country when creating a new account. For an existing business, check the country in Business settings before entering addresses or preparing documents. Some country changes are unavailable for existing businesses, even when new accounts can sign up in that country. Changing the public website region does not change your business settings.
  • Check the business currency (CAD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.

Step by step

  1. Open a conversation at /chats.
  2. When a message names a day or time, a small suggestion appears above the text box.
  3. Tap Book (or Request to book me in) to open the booking, change anything, then confirm.
  4. Dismiss a suggestion you do not need, or turn suggestions off for yourself in Settings.

Worked example

A customer asks for a visit on Tuesday morning. Open the suggestion, choose the correct job and people, adjust the time, then confirm the booking or send a request to the office.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check the confirmed booking in the calendar. A request still needs office approval; a suggestion alone does not reserve anyone's time.

Limits and troubleshooting

Suggestions can misread a message, so every field stays editable and nothing books automatically. Booking permissions still apply. Dismiss an unwanted suggestion or switch suggestions off in Settings.

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