From the portal home, clients tap "+ Request a visit." This is for existing clients asking for an extra service — for prospects without a login, the public booking widget (coming Q4) is the path.
The form
- Request kind: One-time visit / Recurring service / Issue report.
- Service: dropdown of your service catalog.
- Preferred date window: e.g., "next week, weekday, morning."
- Notes: free text.
- Photo attachment: optional (e.g., a photo of the cloudy pool they want serviced).
What happens after submit
- Client sees a confirmation: "Got it — we'll get back to you within one business day."
- Owner gets a nav badge on the Requests section.
- Owner reviews and approves/declines.
- Client gets the approval or decline email with any notes from the owner.
Owners that respond within 4 hours to booking requests see a 22% higher conversion-to-paid-visit rate than owners who respond the next day. It is the #1 driver of portal ROI on existing clients.