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How to Send the Booking Form to Your Clients?

In this article, we will show you step-by-step instructions on how to send the Booking Form to your customers.

Chloe Hunter avatar
Written by Chloe Hunter
Updated over 4 months ago

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1. Click on the Sales Pipeline

Click on Sales Pipeline

2. Click on New Request

Click on New Request

3. Type Customer's email

When you set up your Twilio #, you can send the Booking form through text messages

Type "<a href="mailto:lesli.vasek@dripjobs.com" target="_blank" rel="nofollow noopener noreferrer">lesli.vasek@dripjobs.com</a>"

4. Click on Send

Click on Send

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5. This is what the email will look like for the customer to click the link on the Booking Form:

Drag highlighted element


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