Online Booking · updated 2026-08-08
When a customer books and pays online, the order flows into your normal operations automatically. Here is where it lands and what to do next.
Before you start
Admin users on your company receive an email with the subject starting "New online order" plus the order number and total, and an SMS with the same summary. The customer simultaneously receives their own confirmation email and SMS.
The order is created with a paid invoice and appears in "Operations" under the "Deliveries" list, waiting for delivery. The customer record is created or updated automatically.
A delivery task for the order is created automatically and shows in "Dispatch" in the unassigned pool. Assign it to a driver like any other delivery.
The order also appears in "Order History" with its payment marked paid and its invoice attached.
Check the task date filter: the delivery task is dated for the customer's chosen delivery date. Unassigned tasks stay in the pool until someone assigns them.
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