Service requests

When someone sends a request from your public page, it appears on Today under Needs your attention. It shows their name, the service they picked, their message, address, phone and email, and when they sent it. For example: "Rachel Kim asked for lawn care." You also get an email ("New request for Jafo Global: Rachel Kim") with the same details and an Open Today button. If they gave an email address, reply to that email to answer them directly. The person sees a thank-you message saying you'll get back to them and nothing is booked until you confirm.

Turn a request into a customer

1. On Today, click Add as customer on the request.
2. Hoptide opens Add customer with their name, address, phone and email filled in. Their message is copied into Notes, for example: Asked for lawn care on your public page. "Weekly mowing for a corner lot..."
3. Leave Email the private link as soon as the customer is added ticked to send them their link right away, or untick it to send it later.
4. Click Add customer.

The request leaves Today, and the new customer appears on Customers. Then book their first visit from Schedule.