See scheduled jobs on a calendar and let customers book online.

Scheduling & Appointments

TechsBox shows your scheduled jobs on a calendar and lets customers request appointments online.

Viewing Your Schedule

Click Schedule in the sidebar to see jobs that have a scheduled time. You can switch between:

• Day view: hour by hour
• Week view: plan your week at a glance
• Month view: big picture overview
• Agenda view: a list of what is coming up

Scheduling a Job

Click an open time slot in the calendar to start a new job at that time, or set the scheduled date and time when you create or edit a job. See Jobs.

Online Booking

Let customers request appointments directly from your public shop page.

Enabling Online Booking

1. Go to Settings → Booking
2. Turn online booking on
3. Set your booking hours, slot length, and how much notice you need
4. Your booking form appears on your shop page at yourshop.techsbox.com

How Customers Book

1. Customer visits your shop page
2. Optionally picks a service
3. Picks an available date and time
4. Enters their contact info and what needs fixing
5. Submits the request

You'll get an email when a new booking comes in, if your shop has an email address set. The customer sees a confirmation on screen. TechsBox does not send the customer a booking confirmation; if you turn on appointment reminders, they get a reminder about a day before the appointment once you confirm it.

Managing Appointments

Click Appointments in the sidebar to see every appointment. Booking requests arrive as Pending. For each one you can:

• Confirm: creates the customer (if new) and a job for the appointment
• Decline: cancels the request

Once an appointment is confirmed you can mark it Complete, No Show, or Cancel it.

Adding an Appointment Yourself

1. Go to Appointments and click New appointment
2. Search for the customer (add them on the Customers page first if they are new)
3. Pick the date and time
4. Add a note for your team if you like
5. Click Add appointment

An appointment you add is confirmed straight away. No job is created for it; create one when the customer arrives, or schedule a job instead if you want it on the calendar.

Appointment Reminders

TechsBox can remind your customers about a day before each confirmed appointment. Reminders are off until you turn them on: nothing is sent to your customers unless you switch it on.

1. Go to Settings → Booking
2. Under Appointment Reminders, turn on Email reminder, Text reminder, or both

• Email reminders work on every plan and go to customers who have an email address.
• Text reminders need the Team or Pro plan and your own Twilio number, connected and switched on in Settings → SMS (SMS setup). Customers who have opted out of texts are skipped.

How they behave:

• One reminder per channel per appointment, sent between 24 hours and 1 hour before it starts, in your shop's timezone
• Only Confirmed appointments are reminded. Pending, cancelled, completed, and no-show appointments are not
• To change the text message, save an Appointment Reminder template in Settings → Templates. You can use {{customerName}}, {{shopName}}, {{appointmentDate}} and {{appointmentTime}}
• Each reminder sent is noted on the appointment in Appointments