Questions and answers
Each answer links to the video that shows it.
Getting connected
What do I need to connect before I can take bookings?
Two things, both under Settings, then Connections: Square, so customers can pay, and Google Calendar, so bookings land on your calendar. After that, share your Relay link.
Watch: Get started with RelayLeads
Where do I find my booking link?
Your Relay link is at the top of your dashboard. Copy it, or tap Share Link. It opens your own website, with your services and the form customers book from.
Watch: Get started with RelayLeads
Why am I not getting alerts on my iPhone?
On an iPhone, add RelayLeads to your Home Screen first. Then open it from the Home Screen, switch Alerts on at the top of your dashboard, and tap Allow when your phone asks.
How do I put my brand on my website?
Open Settings, then Account, and scroll to Brand colors. Enter your brand color, add a tagline if you have one, and save. Your website picks up the new color straight away.
Watch: Put your brand on your site
Payments and deposits
How do customers pay?
With Invoice billing, your customer gets a Square invoice, and the booking confirms once it is paid. Payments run through your own Square account.
Watch: Get started with RelayLeads · Take a deposit when customers book
Can I take a deposit instead of the full amount?
Yes. Open Settings, then Connections, then Payments, and switch on Require a deposit. Choose a percentage of the quote or a flat amount. The rest is billed when you close the job.
Watch: Take a deposit when customers book · Get started with RelayLeads
Do I have to send the deposit invoice myself?
No. With Auto-send the deposit invoice switched on, the invoice goes out by itself the moment a customer books.
Watch: Get started with RelayLeads
How do I bill for extras at the end of a job?
Tap Close Job. You will see what has been paid and what is still owed, and you can add final line items, like supplies, before you send the invoice. Square sends it to your customer.
I tapped Start Job by mistake. Can I undo it?
Yes. After you tap Start Job you get five seconds to undo.
Scheduling and your booking form
What is the difference between appointments and time windows?
Appointments let customers pick an exact start time, inside the hours you are open. Time windows offer blocks you define, like a morning or an afternoon. You can add your own blocks and name them.
Watch: Set up your scheduling
What kinds of questions can I add to my booking form?
Text, choices, yes or no, numbers, dates and more. For a dropdown you type the choices, and you can make any question required.
Watch: Build your booking form
How do I ask the same questions for each item a customer has?
In the Booking Form editor, pick the step and tap Make questions repeatable. Name the group, say what one item is called, and tick the questions to repeat. On your website, customers add a card for each item and answer it separately.
When do customers see my prices?
As soon as they choose that service on your booking form. To set one, open Settings, then Booking Form, tap Edit, and tap Add price on the service.
Do booking form changes show on my website right away?
Yes. Once you save, customers see the change on your website right away.
Watch: Build your booking form · Price a service on your booking form
Leads and jobs
What is Next Step?
Every lead shows one Next Step, the move to make now. On a new quote request it is Create Payment. When a deposit has not been paid it is Nudge to Pay. Once a job is paid and scheduled it is Start Job. The arrow beside it holds your other moves, like reschedule or cancel.
Watch: Know your next step on every lead · Respond to a new lead
What does the blue dot on a lead mean?
A blue dot means you have not opened that lead yet.
Watch: Respond to a new lead
Do I have to remind customers about an unpaid deposit?
No. You can tap Nudge to Pay yourself, and the clock on the lead shows when RelayLeads will send that nudge for you if you wait.
Watch: Know your next step on every lead · Let RelayLeads chase for you
What does RelayLeads chase automatically?
Four automations run on their own: invoice chase, lead follow up, job reminder, and hold expiry. Open Settings, then Connections, then Automations to see what each one does and to choose how many times a customer is nudged about an unpaid invoice.
Watch: Let RelayLeads chase for you
Your customer’s side
Do my customers need an app or a login?
No. Every booking gets its own status page, opened from a link. It shows their date, the total, and the deposit they paid.
Watch: What your customer sees
How does my customer know I am on the way?
On the job, tap On my way and pick when you will arrive. Your customer’s status page shows that you are on the way and when to expect you.
Watch: What your customer sees
Where does my customer pay the final invoice?
When you close the job, they pay the final invoice right from their status page.
Watch: What your customer sees · Start a job and send the final bill
How do I reach RelayLeads?
Email hello@relayleads.io.