Allison's Online Scheduling Form lets customers book a cleaning end-to-end from your website, social profiles, or anywhere you share the link. They pick the service, choose a date and time window, optionally select a preferred cleaner, and add a card on file — all before the lead lands in your account.
This is different from the Request a Quote Form, which only collects basic property and contact info. Use the Online Scheduling Form when you want to give customers the option to get a quote instantly and begin the scheduling process.
Two Forms, Two Purposes
Allison gives you two website lead forms. Pick the one that fits how you want to handle inbound leads:
Request a Quote Form — A short form that captures basic property details and contact info. Good for businesses that want to qualify every lead manually before quoting or scheduling.
Online Scheduling Form — A full scheduling flow with service selection, add-ons, preferred date and time window, preferred cleaner, and payment information. Good for businesses that want to reduce friction and let customers book themselves.
You can use either form on its own, or both at the same time on different pages.
Step 1: Update Service Details
IMPORTANT: Before the Online Scheduling Form will show any services, you need to turn on online booking for each service you want customers to be able to book.
Go to Menu → Services.
Click Edit on a service (Standard Clean, Deep Clean, Move In/Move Out, etc.).
Scroll down to Allow customers to book this service online and turn it on.
In the same screen, scroll to the Add-ons section. For each add-on you want customers to be able to select online (interior windows, inside the fridge, inside the oven, etc.), turn on the online booking toggle.
Click Save changes.
Repeat this for every service you want available online. Add-ons that aren't toggled on won't appear to customers — useful if you have internal-only add-ons you don't want customers to self-select.
Step 2: Configure the Online Scheduling Form
Now you can set up the form itself.
Go to Menu → Settings.
Scroll down to Website Lead Forms and click Edit.
You'll see two cards: Request a Quote Form and Online Scheduling Form. Click Edit on the Online Scheduling Form.
At the top of the page you'll see a Preview / Settings toggle. Use Preview to walk through the form the way a customer would. Use Settings to configure how it behaves.
Card on File
Decide whether you want customers to add a card when they book:
Required — Customers must add a card to submit.
Optional — The card field shows up but isn't required.
Hidden — Don't show the card field at all.
Lead Time
Lead time controls how far in advance customers must book. Options include same day, next day, two days, three days, or one week. Pick the minimum amount of notice your business needs.
Preferred Cleaner Selection
When turned on, customers and prior customers can pick a preferred cleaner from a dropdown showing first name and last initial. Useful for repeat customers who want consistency.
Partial Leads
If turned on, Allison will save lead info even when a customer abandons the form before submitting. This gives you a chance to follow up — "Hey, I saw you started filling out our booking form, can I help finish it?" — instead of losing the lead entirely.
If you only want fully completed submissions, leave this off.
Click Save when you're done configuring.
Step 3: Share the Form
At the bottom of the form editor you have two ways to share it:
Copy code — Paste the HTML embed code into your website so the form lives directly on your page.
Copy link — Use the standalone link in your Facebook bio, Instagram, Google Business Profile, email signature, ads, or as a QR code.
What Customers See
When a customer opens the form, they go through a 7-step flow:
Address — Allison auto-pulls publicly available property details (square footage, bedrooms, bathrooms, levels). Customers can edit anything that looks wrong and pick a property type (house, apartment, townhome, condo, commercial, other).
Pets — How many pets are in the home (0, 1, 2, or 3+).
Preferred date and arrival window — Customers pick a date (within your lead time) and choose No Preference, Morning, Afternoon, or Evening.
Service and add-ons — Only services and add-ons you've enabled show up. Customers see an estimated price based on your service configuration and the property details, plus any frequency options and discounts.
Notes — Any specific details they want you to know.
Contact info — Name, email, phone.
Payment method — Card on file (required, optional, or hidden based on your settings).
Once they submit, they see a confirmation: "You're all set. We'll check availability, finalize your time, assign a cleaner, and you'll receive a confirmation by email or text."
Managing the Lead in Allison
When a customer submits the form, the lead lands at the bottom of your Now screen under Leads and Quotes.
Click Review on the lead to see:
Contact info and phone number
Property details
Service, add-ons, and quoted price
Preferred date, time window, and cleaner
Card on file (if added)
Click Accept to move the lead into your customer list and start scheduling.
Scheduling the Job
Once accepted, you go through the normal Add Job flow — but with the customer's preferences pre-filled at each step:
The date step shows the date the customer requested.
The time step shows the arrival window the customer requested.
The cleaner step shows the preferred cleaner the customer requested (if any).
You can keep these selections or override any of them. When you're done, click Schedule and the job is added to your calendar like any other.
If you need to change anything before scheduling — contact info, property details, service, add-ons — you can edit the lead first.
Quick Tips
Toggle services and add-ons individually. If a service or add-on isn't showing on the form, check the service settings — online scheduling has to be turned on at the service level and on each add-on you want available.
Use partial leads as a recovery tool. Most form abandonment is reachable — turning this on gives you a list of warm leads to call.
Lead time = self-protection. Set it to match how much notice you actually need. Same-day bookings are great for fill-in jobs but can disrupt your schedule if you're not staffed.
Card on file reduces no-shows. Even setting it to optional gives customers a clear signal that you're a real business.
Questions?
Reach out to us at [email protected].