Booking & payments
Let the customer book online
What Can Book Online means, what the customer sees and does in their portal, and when an unbooked quote expires.
- 3 min read
- Checked against MoveBoard
- For sales, owners & admins
Can Book Online means the move is quoted and you have the truck: the customer can now book it themselves, any time, from their portal — sign the Order for Service and pay the deposit in one go.
Make an order Can Book Online
Move the order to Can Book Online with the status pill and press SAVE. The quote email and text go out as you save — see Send the quote. Every day of the move needs its trucks first.
What the customer sees
Their portal shows the move as Can Book Online, with a short note that you're available and a button to book. Booking takes them to the Order for Service page:
- They tick I agree to use electronic signatures (your company may word it differently).
- They read the document — or documents, when there's an estimate to confirm as well.
- They tick that they agree with your Company Policies and Cancellation Policy.
- They draw their signature once, then tap each Sign here spot.
- They press Pay deposit and book — or Save and book my move when there's no deposit to pay here.
With a deposit due, nothing is kept until the card goes through: the payment, the signature and the booking happen together, and the move becomes Booked. A declined card leaves nothing behind and they can try again. If a stop is missing its street address, the page asks for it before payment.
More on the document itself: Order for Service and estimate signing.
What can stop them
| What the customer sees | Why |
|---|---|
| No Book button, and Your moving company confirms your booking with you — please contact them to book your move. | Book / sign order for service is off in Settings › Customer experience › Client portal. |
| The deposit with no Pay button | Pay deposit is off. They can still sign and book; you take the deposit yourself. |
| Card payments are not switched on yet. Please call (your company) and we will take your … deposit over the phone. | A deposit is due but online card payments aren't connected (Settings › Payments & billing › Payment processing). |
| Your moving specialist is still preparing your quote. You can book once it is ready — we will send it to you by email and text. | Your company keeps the quote hidden from the customer for now. |
| There is no document to sign on this order yet. Please contact your moving specialist. | No Order for Service matches the order's service and estimate type. |
When it expires
Unbooked quotes don't wait forever. Settings › Sales & orders › Expiration rules sets, for each move type:
- Quotes the customer can book online — on the day before the move, after the Expire after hour, a Can Book Online order becomes New Lead Past. Which jobs expire chooses All of them or only Morning jobs (those starting by Morning jobs start up to).
- Quotes with no activity — after Expire after this many days with the customer not signing in to their portal, the order becomes Expired. Never turns this off.
- The night before the move — at midnight, an order that still isn't booked becomes Expired or New Lead Past, as you choose.
- After a customer changes their move — when the customer edits a Can Book Online move in their portal: Send it to New-Info so the office checks it, Let them keep booking when their truck is still free, or Always let them keep booking (a new date always moves the order to New-Date for the office).
Each change is written in the Order Log, and the customer gets your company's messages for the new status.
Related guides
- Booking & paymentsSend the quoteEmail and text the customer their quote — by moving the order to Can Book Online, or by hand from the conversation.
- Booking & paymentsText the deposit linkText the customer their secure link to reserve the move with a deposit — straight from the Deposit row.
- Booking & paymentsOrder for Service and estimate signingThe documents a customer signs to book — which one fits which move, how to edit them, and where the signed copy goes.
- Booking & paymentsBook a jobHow an order goes from Reserved to Booked — the customer signs the Order for Service, online or with you on the phone.
- Leads & salesQuotes that expireHow MoveBoard closes quotes that ran out of time — Can Book Online quotes, quiet quotes, and leads whose move day has come — and how to set each rule.
- Leads & salesLead and order statusesWhat each status means, which ones MoveBoard sets on its own, and which changes need an admin.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.