Ordafy
INTERMEDIATEFor Service providers
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Managing Bookings: A Complete Guide for Service providers

Learn how to manage booking requests, communicate with customers, process payments, and handle check-ins.

Introduction

Managing bookings effectively is key to running a successful service business. This guide covers all aspects of booking management on Ordafy.

Receiving Booking Requests

When a customer requests to book your service:

  1. You'll receive a notification (email and in-app)
  2. The booking appears in your "Pending Bookings" list
  3. Review the booking details and customer information
  4. Check service availability for the requested dates

Confirming Bookings

To confirm a booking:

  1. Review all booking details
  2. Verify the dates are available
  3. Click "Confirm Booking"
  4. Add any notes or special instructions
  5. The customer will be notified automatically

Communicating with Customers

Use the in-app messaging system to communicate with customers:

  • Answer questions about your service
  • Discuss special requirements
  • Share important information
  • Attach files (photos, floor plans, etc.)

Payment Processing

Deposit Payments

Customers can pay a deposit when booking. The deposit amount is set in your service settings.

Balance Payments

Remaining balance can be paid before or after the booking date, depending on your payment terms.

Refunds

If a booking is cancelled, you can process refunds based on your cancellation policy.

Check-In and Check-Out

Check-In

  1. On the booking date, go to the booking details
  2. Click "Check In"
  3. Enter actual customer count
  4. Add any notes

Check-Out

  1. After the booking ends, click "Check Out"
  2. Enter final customer count
  3. Note any damages or issues
  4. Complete the checkout process

Handling Cancellations

If a provider cancels:

  • Review your cancellation policy
  • Process refunds according to policy
  • Update your calendar availability
  • Leave feedback if appropriate

Best Practices

  • Respond to booking requests within 24 hours
  • Be clear about service rules and requirements
  • Keep communication professional and timely
  • Document any special arrangements
  • Follow up after products for reviews