Documentation

Pre-Launch Checklist

Final verification before sharing your booking link

Before you share your booking page with customers, take 15 minutes to verify everything is configured correctly. This checklist ensures a professional launch and prevents common embarrassments like missing services, broken branding, or sync failures. Think of this as your final quality check before going live.

Requirements

  • Access to your PestBooker dashboard
  • Your booking page link ready to test
  • 5-15 minutes to complete all checks
  • Optional: A second person to review with fresh eyes
1

Verify Service Tiers Are Configured and Active

  • Go to Dashboard → Services and confirm at least 1-2 service tiers are set to 'Active'
  • Check that 'Service Offerings' (pest types) are selected - customers need to know what pests you treat
  • Review pricing for each active tier - is it correct and competitive for your market?
  • Verify each active tier has a PestRoutes Service ID configured (required for activation)
  • Confirm that all active tiers display correctly to customers
  • Visit your booking page and verify all active service tiers appear correctly with the right pricing
2

Test the Complete Booking Flow

  • Make a test booking from start to finish using your own email
  • Use a realistic customer name (or mark it clearly as 'TEST - DELETE')
  • Complete all form fields exactly as a customer would
  • Verify the date/time picker shows available slots
  • Check that the confirmation page displays all correct information
  • Confirm you received the booking confirmation email within 2-3 minutes
  • Review the confirmation email - does it look professional and include all details?
3

Verify Field Routes Integration (If Applicable)

  • If you're using Field Routes, make a test booking
  • Wait 1-2 minutes for sync to complete
  • Log into Field Routes and verify the customer and appointment were created
  • Check that all data synced correctly: name, phone, email, service, date/time
  • Verify the Source ID is correct (should show your 'Online Booking' source)
  • Confirm the Sales Employee is assigned if you configured one
  • If sync failed, revisit the Field Routes Integration Setup section
4

Check Branding and Visual Appearance

  • Visit your booking page and verify your logo displays correctly
  • Check that your business name is spelled correctly everywhere
  • Review brand colors - do they match your company branding?
  • Verify your booking page URL is professional and easy to share
  • Check for any placeholder text like 'Your Company Name' that needs updating
  • Review the footer - does it include your business information?
  • Take a screenshot - would you be proud to share this with customers?
5

Mobile Experience Check

  • Open your booking page on a smartphone (most customers book on mobile)
  • Verify the page is mobile-responsive and doesn't require zooming
  • Test that all buttons are easy to tap (not too small or close together)
  • Check that form fields are easy to fill out on mobile keyboard
  • Test the date picker on mobile - it should be touch-friendly
  • Complete a full booking on mobile to ensure the entire flow works
  • Ask a colleague to test on their phone (different device = different experience)
6

Email and Notification Verification

  • Verify you received the test booking confirmation email
  • Check that the email looks professional (logo, branding, formatting)
  • Confirm the email includes all necessary details (date, time, service, contact info)
  • Verify the 'From' address looks legitimate (not spam-like)
  • Check spam folder to ensure emails aren't being filtered
  • Test with different email providers (Gmail, Outlook, Yahoo) if possible
  • Confirm internal notifications are working (if you have team members who need alerts)
7

Review Booker Settings and Branding

  • Go to Dashboard → Settings → Booker and review all configuration
  • Verify your company slug (booking page URL) is set and professional
  • Check that your welcome message and company tagline are accurate
  • Review theme colors - do they match your brand?
  • Verify ZIP code validation settings if you use service area restrictions
  • Confirm all text is free of typos and placeholder content
  • Make sure your branding is consistent with your website and marketing materials

Pro Tips

  • • Complete this checklist even if you're eager to launch - it prevents costly mistakes
  • • Have someone unfamiliar with PestBooker try your booking page - fresh eyes catch issues
  • • Take before/after screenshots to document your setup for training purposes
  • • Don't skip the mobile test - over 60% of bookings typically come from mobile devices
  • • Create a recurring reminder to review this checklist quarterly as you update services
  • • Delete test bookings after verification to keep your dashboard clean
  • • Consider soft-launching with existing customers first before public marketing

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