Toolkit guide
Ask about parking, power, water and door codes
Site & access gives you ready-made questions about the address: Parking, Power, Water, Space to work, and Door or key code. Customers answer in the form after booking, and the answers are saved to the address.
Which plan
On every plan, Lite and Pro. It needs Forms after booking, so switch on both Forms after booking and Site & access in Toolkit.
What customers see
Customers answer in the form linked in their confirmation email. The next time they book at the same address, they just check what's saved. A door or key code is never shown in emails, notifications or calendar events.
The form after booking
Northside Home Services
Before your visit
Set it up
Step 1: Switch on Forms after booking and Site & access
Go to Toolkit and switch on Forms after booking, then Site & access. Under Site & access, follow "Set it up in Questions".
Switching a tool on in Toolkit and following Set it up. Recorded with example data. Step 2: Add the ready-made questions
In Booking page › Questions, find the Site & access section and press the ones you want: Parking, Power, Water, Space to work, Door or key code. Each is added to the form after booking.
Step 3: Reword them in your own words
Press Edit on a question to change its wording, for example "Where can we park?". Under Asked for, pick the services it's for, then press Save question.
Step 4: Read the answers on the booking
Open the booking and find Site & access. It shows the customer's answers, kept with the address so they're there next time.
Site and access details on a booking, with the door code on the day. Recorded with example data. Step 5: See the door code on the day
A door or key code shows on the booking only on the day of the booking, and only to the owner and admins. Before then, the booking says it's saved and will show on the day.
Step 6: Edit what you learn on site
Press Edit in Site & access to add or correct details, such as a better place to park. Press "Save site & access". To clear a code, tick "Remove the saved code".
How different trades use it
- Car detailers
- Power, Water and Space to work, next to "Where will the vehicle be?" in the same form.
- Dog groomers
- Parking for the van, plus Power and Water if you groom from the customer's supply.
- Cleaners
- Parking and Door or key code, for cleans when nobody is home. The code shows on the day only.
- Massage therapists
- Parking and Space to work, so you know where to set up before you arrive.
- Tyre fitters
- Space to work, next to "Where will the vehicle be parked?" in the same form.
Common questions
Who can see a door or key code, and when?
Only the owner and admins, and only on the day of the booking. The code is stored separately from the other answers and is never in emails, notifications or calendar events.
Why can't I add the Site & access questions?
They need Forms after booking, because customers answer them in that form. Switch it on in Toolkit and the questions can be added.
Do returning customers answer everything again?
No. Answers are saved to the address, so next time the customer just checks them and changes anything that's different.
Can I change the wording of the questions?
Yes. Reword each one freely in Booking page › Questions. The answers are still saved to the address.
Can I add details myself after a visit?
Yes. The booking's Site & access section has a small Edit for things you learn on site. They're kept with the address.
Is Site & access on the free plan?
Yes. It's on every plan, and so is Forms after booking, which it needs.