FAQs

Your questions, answered honestly

Everything you'd want to know before signing up how setup works, what it costs, how leads are captured and followed up, and how it fits the tools you already use. No fluff, no runaround.

General

The Booking Flow is a lead capture and booking automation platform built for service businesses. It handles everything from capturing leads on your website to notifying your team, following up automatically, and getting the appointment on your calendar. The idea is simple: the first business to respond usually wins the job, so the whole platform is built around speed.

We built this for contractors and home-service businesses roofing, HVAC, plumbing, electrical, remodeling, landscaping, pest control, and similar trades and for the marketing agencies that manage lead flow for them. If your business lives and dies by booked appointments, this is for you.

A contact form just collects data and waits. The Booking Flow captures the lead, instantly alerts your team, follows up automatically if no one responds, and guides the prospect to book an appointment on your calendar. It is the entire pipeline from first click to booked job, not just the box at the top of it.

Neither. The Booking Flow sits on top of the website and calendar you already have and automates the lead-to-appointment handoff. It can connect to your CRM, but it is not trying to replace it, and it does not rebuild your site.

Setup & Integration

Most businesses are live within one business day. You configure your account through the onboarding wizard, connect your Google Calendar, and add a single embed snippet to your website.

No. Adding the form to your site is a single copy-paste of a script tag, the same way you would add Google Analytics or a chat widget. No coding required.

Yes. If you can add a snippet of code to your site which you can on WordPress, Webflow, Squarespace, Wix, and virtually any custom site the form will work. It embeds inline or as a popup.

You connect your Google Calendar and leads book open times directly into it. Availability and buffer times come straight from your calendar, so there is no separate booking system to manage and no double-bookings.

Within seconds of a submission, your team is notified by email and Slack with the full lead details. Microsoft Teams and Discord are supported too, so the alert lands wherever your team already works.

Yes. It connects to CRMs and automation tools including n8n, Zapier, and direct webhooks, so you can push leads into HubSpot, Salesforce, or a custom system and trigger your own workflows.

Leads & Follow-up

The moment a lead comes in, an automated email follow-up sequence starts and keeps reaching out until they book or reply, so no lead goes cold while you are on a job. On the Growth and Pro plans you can customize the timing and messaging to match your business.

Yes. Lead-source tagging lets you label leads by where they came in from your website, Angi, Thumbtack, Google Local Services Ads, and more so you can see which channels actually turn into booked jobs. Source tagging is available on Growth and Pro.

Everything keeps running without you. The lead is captured, your team is notified, the follow-up sequence fires, and the prospect can book an appointment on your calendar all automatically, whether or not anyone is at a desk.

Pricing & Plans

Plans start at $97/month for Starter, $197/month for Growth (our most popular), and $347/month for Pro. Annual billing saves about 20%. Every plan includes a 14-day free trial, and you can see exactly what each plan includes on the pricing page.

No. You can start your 14-day free trial without entering any payment details. You are only asked for a card when the trial ends and you choose to continue.

Yes. Upgrade or downgrade at any time from your account settings. Changes take effect immediately and billing is prorated.

Yes. There are no contracts and no cancellation fees. Cancel from your account settings and you will not be charged again.

If you are not satisfied within your first 30 days on a paid plan, contact us and we will issue a full refund no questions asked.

For Agencies

Yes. Multi-client support is built in. Agencies can manage multiple client accounts from a single dashboard, each with its own branding, forms, and lead pipeline.

Yes. On the Growth and Pro plans you can remove The Booking Flow branding and deploy under your own agency brand, so clients see your logo and colors, not ours.

Still have a question?

Start a 14-day free trial with no credit card, or book a 30-minute call and we'll answer everything no sales pressure, just straight answers.