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Online booking

The customer books — the workshop gets the whole case ready.

Customers book workshop time directly from your website, a shared link or the customer portal. The plate is looked up automatically, the sales case is created with the bundle's lines and the calendar is assigned to whichever staff member has the most free time — with no manual entry.

  • Direct URL, iframe and script tag — no external solution
  • Automatic plate lookup and customer match
  • Sales case and calendar event created automatically
  • Pre-filled from the customer portal for logged-in customers

From "Book a time" to a ready sales case

The customer picks a bookable service from your product packages, chooses a date and an available slot and enters the plate. The system looks the vehicle up automatically and shows make, model and year so the customer can confirm. Name, phone and email are filled in — existing customers are recognised automatically.

When the customer confirms, a sales case is automatically created with the bundle's products as lines, a calendar event is assigned to the staff member with the most free time in the slot, and flow events fire to both the customer and the internal team. The booking is visible in the calendar and the sales overview with status "Booked Online".

Customers book around the clock — without calling

Bookable bundles are toggled on individual product packages

Existing customers and cars are reused — no duplicates

Duration is calculated automatically from labour products

Flow events booking.confirmed and booking.new for notifications

Bookings appear in the calendar and sales overview with status "Booked Online"

What the customer does

  • Pick a service

    The customer chooses from your bookable product packages with name, description and price.

  • Date and time

    The calendar shows available slots — duration is calculated automatically from the bundle's labour products.

  • Plate lookup

    Enter the plate — the system pulls make, model, year, fuel and colour so the customer can confirm it's the right car.

  • Odometer reading

    Required field — gives the workshop the car's state before it arrives.

  • Contact and summary

    Name, phone and email are entered, and a summary is shown before confirmation.

  • Confirmation

    The customer receives a confirmation screen with booking details and the shop's contact info.

What happens in the system

  • Sales case automatically

    A sales case (quote or order) is created with the bundle's products as lines.

  • Calendar event

    An event is created and assigned to the staff member with the most free time in the slot.

  • Customer match on contact

    The customer is matched on phone and email — existing customers are reused, new ones are created.

  • Car match on plate

    The car is matched on plate — existing cars are reused, new ones are created.

  • Flow events fire

    booking.confirmed to the customer and booking.new as an internal notification — handled in the flow builder.

Access and distribution

The booking can be distributed in several ways — without coding.

  • Direct URL

    https://your-domain.com/booking/{token} — shared as a link in SMS, email or social media.

  • Iframe

    Drop the form on an external website with an <iframe> tag — perfect for existing pages.

  • Script tag

    Drop in <div id="ziix-booking"></div> and a <script> tag — the form renders straight on the page without an iframe frame.

  • Via the customer portal

    Logged-in customers can book via the "Book a time" menu item with name, phone, email and latest plate pre-filled.

Administration

  • Unique booking token

    Every shop has its own token that scopes the form to one dealer.

  • Setup page

    Token, direct URL, iframe snippet and script snippet are shown with copy buttons.

  • Bookable services

    Configured on product packages with the "Online bookable" toggle.

  • Automatic duration

    Duration is calculated automatically from the bundle's labour products (hours × 60 minutes).

  • Visible in calendar and sales overview

    Bookings appear as events in the calendar and as sales cases with status "Booked Online".

Frequently asked questions

How do we share the booking form?+
In four ways: direct link (shared as a URL), iframe (embedded on an external website), script tag (renders without an iframe frame), or via the customer portal — where logged-in customers get contact details and latest plate pre-filled.
Which services can be booked online?+
Any product package where you enable the "Online bookable" toggle. Duration is calculated automatically from the bundle's labour products.
What happens with the customer and the car?+
Existing customers are recognised on phone and email, existing cars are recognised on the plate — duplicates are avoided. New ones are created automatically.
Who gets the booking assigned in the calendar?+
The system picks the staff member with the most free time in the chosen slot. The logic can be tweaked via flows.
Can we send automatic confirmations and reminders?+
Yes. Flow events booking.confirmed and booking.new fire automatically and can be wired to SMS, email or internal notifications in the flow builder.

Let customers book themselves — without extra work.

Start free and switch on online booking for your bookable packages. The customer books, the system creates the case.