Getting Started

Welcome to Ubookr.

To ensure your customers have a great experience it is important that you have your account setup correctly.

Follow the steps in this list to ensure you are ready to receive appointments online. Each step has a link to more detailed instructions, if you still need a hand please use the Help chat at the bottom of the screen and our team will provide further assistance.

We've also created a short video to help get you started.

1. Add your credit card to activate your account. Open billing page

2. Link to your Google account and set your available hours. Learn more

3. Add any other staff members in your branch that would like to be selectable for online bookings. Add more staff

4. Modify the default Mortgage Choice services or configure your own. Settings > Services

5. Create Work Areas to control how far away customers may set your appointment locations. Learn more

6. Configure your Company settings and office locations. Learn more