ONLINE BOOKING SYSTEM PROJECT SPECS
1. Shopping Cart where customers can add multiple services and pay at the end (same order).
2. Each service category must have their own booking slots separate as house cleaning, carpet cleaning are different crews. ie: 3 slots for house cleaning and 2 slots for carpet cleaning.
3. Google calendar real-time sync. (color coded by service categories).
4. QuickBooks integration.
5. Google map geolocation to see customer location on our dashboard.
6. Google map address validation.
7. Mobile friendly Booking page (visual picker icons).
8. Customer portal where they can manage their bookings. (book, reschedule, cancel, change payment method, send message or email).
9. Customer Email/SMS reminders (we have a Twilio account, but we are open to other tools as well.
10. Module reports and data export (csv) (sales, employees, customer Analytics)
11. Employee/Teams module to assign jobs and calculate payment. Employee daily schedule email.
12. Stripe integration. – we collect credit card at the booking, but we charge customers manually when the job is completed. (charge, refund, hold)
13. Gift cards feature.
14. Discount codes
15. We need to be able to manually create a booking on the back-end
16. One-time and Recurring services (Weekly, Bi-Weekly, Monthly) and discount for recurring services.
17. Calculate sales tax
18. Credit card validation rule, prevent user to proceed with booking showing validation error (if possible) or let them proceed with the reservation then email customer and admin.
19. Save as Quote feature: this feature would allow Admin to create an estimate with all the customer information then send a short link or code by text or email, so the customer can complete the booking.
20. The system will create an account automatically for new customers when they book the first time including when Admin create the booking from the back end. Email validation required.
21. Cancellation fee rule (x%) total booking and reason for cancellation (open field required).
22. Cancellation policy x hours before the appointment
23. Reschedule rule (allow to reschedule by 5pm the day before the booking.
24. Booking creation rule (x hours before the service time)
25. Add buttons to the email reminders: Reschedule, Cancel and Login
26. Use Admin template (we will provide) [login to view URL]
27. Block recurring services during a specific day or time (no recurring bookings on Friday).