Fixed-price appointment booking workflow
How a customer books a published, fixed-price appointment online, and how the optional job, invoice and payment steps follow the tenant's own settings.
Available · Last updated 18 July 2026
The business problem
Manually managing a booking calendar and then separately raising an invoice for each appointment is slow and creates room for missed bookings or forgotten invoices.
Business situation
Appointment businesses know their price in advance and want customers to book and pay with confidence, without a quoting step getting in the way.
How KookaCRM solves it
KookaCRM publishes the fixed price alongside the online booking page, so the customer can book directly. The booking optionally creates a job for staff to deliver the appointment, and invoicing and payment timing follow whatever the tenant has configured for that service.
Recommended KookaCRM setup
Configure each appointment-based service with a published fixed price and publish it through online booking. Decide per service whether a job record is needed for staff to track delivery, and whether payment is taken at booking or invoiced afterwards.
Entry point and pricing model
Customer entry point: Online booking — the customer picks a fixed-price service and an available time slot without waiting for a quote.
Service pricing model: Fixed-price appointment: the price is published upfront and does not change based on assessment, unlike quote-to-invoice or callout work.
Suitable business types
- Salons and appointment businesses
- Personal training and personal services
- Standard inspections with a set price
How it works
Customer opens the online booking page and selects a fixed-price service and time slot, then
Booking confirms instantly at the published price, then
KookaCRM creates the booking record and, depending on tenant setup, a linked job for staff to deliver the appointment, then
Invoicing and payment timing follow the tenant's own settings for that booking flow — before, at, or after the appointment, then
Customer receives confirmation and, where configured, a receipt or invoice for the fixed price
Customer experience
- Sees the published price and available times before booking
- Books directly online without waiting for a quote
- Receives a booking confirmation
- Pays according to the tenant's chosen timing — this may be at booking, or via an invoice afterwards
Staff actions
- See the appointment appear on the schedule
- Prepare for and deliver the appointment
- Mark the appointment or linked job as completed
- Confirm or issue the invoice where it is not generated automatically
What KookaCRM creates
- Booking (intake submission)
- Optional job
- Invoice, per tenant settings
Payment flow
The price is fixed and known upfront. Whether payment is collected at the time of booking or invoiced afterwards depends entirely on how the tenant has configured that service and booking flow, including any connected online payment option.
Setup requirements
- Enable online booking and configure service availability
- Set a published fixed price on each appointment service
- Decide whether a job record is needed for staff delivery tracking
- Configure whether payment is taken at booking or via a later invoice
Related guides
- Customer Entry Points
Online Booking
Let customers pick a time and submit a booking online for callout services or fixed-price appointments, with optional upfront payment where a business has configured it.
- Pricing and Sales Workflows
Fixed-Price Appointments
Offer services with a set price and a fixed appointment length, so customers know the cost upfront and staff can schedule with predictable time blocks.