Customer Address Booking Checklist
Use this before publishing or changing an online booking flow for a mobile or home visit service business.
Area Check
- Ask for postcode or town before showing route sensitive slots.
- Explain that the postcode checks service area and travel fit.
- Keep the first step short enough for mobile customers.
Before Confirmation
- Collect the full address before instant confirmation.
- Ask for access, parking, gate, lift, and pet notes when relevant.
- Use manual approval when the visit could break the route.
After Booking
- Attach the address to the appointment and client record.
- Repeat the visit address in the confirmation.
- Ask rescheduling customers whether address or access changed.