Booking Widget (Coming Soon)
Coming Soon: This plugin is a public preview and is not generally available yet. It is grouped separately so customers do not mistake it for an enabled product area.
Booking Widget gives your business an embeddable online form so customers can request and schedule appointments directly from your website. Each submission flows into ToolbagCRM as a new customer inquiry tied to your Jobs and Customers records, so your office can follow up without re-entering contact details.
When to use this
- You want website visitors to request service without calling the office.
- Your team needs a consistent intake form that captures contact information and job details in a structured format.
- You prefer the submission to land inside ToolbagCRM rather than in a shared inbox or a third-party form tool.
Before you start
- Confirm Booking Widget is included in your ToolbagCRM plan.
- Open Settings → Features and make sure Booking Widget is enabled.
- Customers and Jobs should be available, because submissions are linked to customer and job records.
- Decide which fields your booking form should collect — for example, service type, preferred date, property address, or a freeform description.
Planned workflow
When the active Booking Widget workspace is available, the workflow is expected to work like this:
- Create a booking form — give it a short URL slug (used in the embed link), a display name, and an optional description.
- Configure fields — define the form fields customers will fill out. Each form stores its field layout as a structured configuration.
- Enable the form — set the form to enabled so it accepts public submissions.
- Embed on your site — add the widget script or iframe to your website using the public URL for your form.
- Receive submissions — when a visitor submits the form, ToolbagCRM captures their name, email, phone number, and any custom field responses. Each submission is tied to your account so your office can review and convert it into a customer record or job.
TIP
Since this plugin is still in public preview, the exact UI steps may change before general availability. Use the workflow below to plan what your team will need once the active booking workspace is enabled.
Tips
- Keep the form short — visitors are more likely to complete a booking request that takes under a minute.
- Use a descriptive slug that matches the service area or job type, such as
hvac-estimateorplumbing-emergency, so the embed URL is easy to manage. - Test the public submission flow yourself before publishing the widget on your live website.
- Make sure the office has a process for reviewing incoming booking requests so customers receive a timely response.
Troubleshooting
I only see a Coming Soon page
Booking Widget is still a public-preview plugin. If your account is not in a preview program, keep using your current contact form or intake workflow until ToolbagCRM enables the active booking workspace for your account.
Customers get a not-found page when they open the form
When the preview workflow is active, a public booking form must use the exact form slug and the form must be enabled. Disabled forms, unpublished slugs, or links copied from an older test form should return a not-found experience instead of accepting submissions.
A test submission is rejected
Keep contact fields concise and valid before publishing the widget. ToolbagCRM validates email and phone formats, limits each contact field to 200 characters, and rejects custom-answer payloads that are too large or not valid JSON.
A request cannot be converted into a job yet
Direct Converted to job status changes are not available until the job-creation flow is exposed in the product. During preview testing, review incoming booking requests manually and create the related customer or job through your normal ToolbagCRM workflow.