Online Booking and DreamzCMMS

The Online Booking feature in Dreams CMMS enables customers to book services online using a shared booking link. Admins can configure availability, time slots, technicians, booking forms, and notifications.

Bookings are tracked through a centralized dashboard, and automated emails are sent on key actions. Based on settings, the system can automatically generate estimates, quotations, or jobs, seamlessly integrating bookings with field service operations.

1. Log in to Dreams CMMS as an Admin user.
2. From the left-hand navigation menu, click Online Booking.

The system redirects you to the Online Booking platform Dashboard from Dreams CMMS

Online Booking Dashboard Overview

1. View booking summary tiles:
   • New bookings
   • Approved bookings
   • Scheduled bookings
   • Cancelled bookings
2. Review Today’s Bookings and Upcoming Bookings.
3. Use the Search option to find a specific booking.

Admin gets a real-time overview of all booking activities

General Settings

1. Navigate to Booking Configuration → General Settings.
2. Choose the post-booking action:
   • Create Estimate
   • Create Job
   • No Action
3. Enter a Welcome Message for customers.
4. Configure booking link and display options as required.
5. Click Save.

Availability Settings

1. Go to Booking Configuration → Availability.
2. Define business hours (example: 12:00 AM – 12:00 PM).
3. Configure:
   • Minimum booking notice (example: 1 hour)
   • Maximum advance booking days (example: 5 days)
4. Set slot duration (45 or 60 minutes).
5. Define maximum bookings per day.
6. Select technician assignment mode:
   • Auto assignment
   • Customer selection
   • Manual assignment
7. If customer selection is enabled, set maximum technicians selectable.
8. Select available technicians.
9. Click Save.

Booking Form Settings

1. Open Booking Configuration → Booking Form.
2. Mark mandatory fields (First Name, Last Name, Email, Phone).
3. Enable/disable optional fields as required.
4. Add Custom Fields if additional information is needed.
5. Add Terms & Conditions.
6. Click Save.

Reminders & Notifications

1. Go to Booking Configuration → Reminders.
2. Set reminder timing (hours before appointment).
3. Enable notification types:
   • Booking confirmation
   • Booking approved
   • Booking rescheduled
   • Booking cancelled
   • Follow-up request
4. Click Save.

Automated email notifications are enabled

Booking List Management

1. Navigate to Booking List.
2. View all bookings in a single list.
3. Use Search to locate a booking.

Filter bookings by status (Created, Approved, Cancelled).

Admin can easily monitor and manage bookings

Linking Inventory Items to Online Booking

1. Go to DreamzCMMS and then to Inventory → Parts & Supplies.
2. Open a part/supply item and click Edit.
3. Navigate to the Financials tab.
4. Enable Available for Online Booking.
5. Click Save.

Item becomes selectable during customer booking

Customer Booking Process

1. Open the shared Booking Link.
2. Select required parts/supplies and click Continue.
3. Choose an available date.
4. Select an available time slot and click Continue.
5. Fill in booking form details:
   • Name, email, phone, address
   • City and preferred contact method
   • Problem description and fault code
   • Technician selection (if enabled)
   • Additional notes
6. Accept Terms & Conditions.
7. Click Confirm Booking.
8. Note the generated Booking Reference Number.
9. Customer receives a confirmation email.

Booking is successfully created and mail is received.

Automatic Estimate / Quotation Creation

1. Go to Booking Configuration → General Settings.
2. Select Create Estimate as post-booking action.
3. Click Save.
4. Create a new booking via the booking link.
5. Navigate to Field Service → Quotation in Dreams CMMS.
6. Verify the quotation is auto-created.

Booking automatically generates an estimate/quotation.

Conclusion

The Online Booking module streamlines appointment scheduling, improves customer experience, and automates service workflows by integrating bookings with inventory, estimates, and field service operations.