> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Booking Portal Overview > See the FieldPulse booking portal as your customer does, from picking a service and choosing a time slot to paying a deposit and getting a confirmation. > **Who uses this:** Your customers book through the portal, and an Admin sets it up in Company Settings. **Availability:** All regions. Taking a deposit or payment on the portal requires FieldPulse Payments. The booking portal is often the first impression a new customer has of your business — a public page for [service scheduling](https://www.fieldpulse.com/features/service-scheduling-software) where new and existing customers contact you, request a service, or book a specific time slot without calling your office. This page walks through the booking portal from the customer's side, screen by screen, so you know exactly what your customer experiences before you send the link or embed the portal on your website. ## Overview The booking portal is your customer-facing scheduling page. A customer opens the portal, picks a service, chooses a time slot if scheduling is enabled, enters contact details, pays if the selected service requires payment, and receives a confirmation. What the customer sees at each screen comes from the settings you chose when you set up the booking portal — your booking contact method, the services you list, the pricing display on each service, and the availability rules behind them. This page covers the customer's side of the booking portal. To enable the portal — choose a booking contact method, build services, set Smart Scheduler availability, and embed the portal on your website — see [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup). ## How it works The customer moves through up to six screens. Which screens appear depends on your booking contact method and on the settings of the service the customer selects. ### Landing The portal homepage is the customer's entry point to your business. The customer sees your welcome text, description, and notes, along with the service options you offer. If you added your logo in Company Settings, the logo displays at the top of the portal. Booking portal landing page as a customer sees it, with the welcome message and service options ### Service selection The customer chooses a service from the categories and services you created. Each service displays according to the **Booking Method** you set for it — no pricing, the price with no payment taken, the price with a required deposit, or the price with full payment required. ### Scheduling If your booking contact method lets customers pick a time, the customer selects an available time slot. The time slots the customer sees come from your availability rules — General Availability, or the Smart Scheduler, which offers only the times your team is free to work the service. Available time slots a customer chooses from on the booking portal ### Contact details The customer enters their contact information. Any custom fields you configured appear here alongside the standard contact fields, which always appear on the form. On the web app, photos and files the customer submits with the request attach to the job FieldPulse creates from that request. Booking portal contact form showing standard contact fields and custom fields a customer fills out ### Payment If the selected service requires a deposit or full payment, the customer sees a payment step before the booking is confirmed. Collecting payment on the portal requires [FieldPulse Payments](https://www.fieldpulse.com/features/fieldpulse-payments) on your account. Payment step a customer sees when the selected service requires a deposit or full payment ### Confirmation The customer sees a confirmation message on screen. If you turned on **Send Appointment Confirmation Email to Customer**, the customer also receives an email letting them know the request came through. Confirmation message a customer sees after submitting a booking request The confirmation email tells the customer their request was received and is under review. It does not mean the appointment itself is confirmed. ## Settings reference Every screen in the customer's view maps to a setting you control under **Company Settings** > **Booking Portal**. This table names the setting behind each part of the customer's experience — [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup) is the canonical home for those settings and the steps to change them. | **Element** | **What it controls** | | -------------------------- | -------------------------------------------------------------------------------------------------------- | | **Welcome messaging** | The welcome text, description, and notes the customer reads on the portal homepage. | | **Booking contact method** | Whether the customer submits a contact form, requests a service, or requests a service and picks a time. | | **Service categories** | The categories and services the customer can choose from. | | **Pricing display** | Whether the customer sees a price, and whether a deposit or full payment is required to book. | | **Availability rules** | The time slots the customer can pick, set through General Availability or the Smart Scheduler. | | **Custom fields** | The extra details the customer enters along with their contact information. | | **Confirmation email** | Whether the customer receives an email after submitting a booking request. | ## Availability The booking portal is available in all regions. You turn it on under **Company Settings** > **Features & Plugins**. Two screens in the customer's view have their own requirements: | **Screen** | **When the customer sees it** | | ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Time slot step** | Only when your booking contact method is **Contact Us and Book & Schedule a Service**. With **Contact Us Only** or **Contact Us and Book a Service**, the customer never picks a time, and you schedule the work after reviewing the request. | | **Payment step** | Only for services set to require a deposit or full payment. Taking that payment requires FieldPulse Payments on your account. | ## FAQs ### Does a customer need a FieldPulse login to use the booking portal? No. The booking portal is a public page you embed on your website or send as a link, so a customer books without an account or a password. ### Why doesn't the customer see a time slot to pick? The time slot step appears only when your booking contact method is **Contact Us and Book & Schedule a Service**. Change the method in [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup) if you want customers to choose their own time. ### What happens after the customer submits a booking request? If **Automatically Schedule a Job for Booking** is on, FieldPulse creates the scheduled job from the request. If it is off, you review the submission in the **Booking Portal** tab or the **Requests** tab and create the customer and job yourself. ## Related articles * [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup) * [Customer Portal Experience Overview](/customers/customer-portal/portal-customer-view) * [Customer Portal Overview](/customers/customer-portal/customer-portal) ## Related topics - [Customer Portal Overview](/customers/customer-portal/customer-portal.md) - [Chat AI Overview](/add-ons/ai/chat-ai-overview.md) - [Booking Portal](/jobs/booking-portal/index.md) - [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup.md)