Bookings & Calendar

Make survey bookings effortless for customers.

Customers choose a convenient time, upload photos or videos before the survey and receive automatic reminders, while your team keeps every booking connected to the wider move.

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Pen-and-ink illustration of a customer choosing a survey slot on a tablet and an office coordinator managing bookings on a laptop

The short answer

What does Move Agent Bookings do?

Move Agent Bookings works on two sides. Customers get a simple, website-friendly calendar for choosing an available survey appointment, cancelling if needed, receiving reminders and uploading photos or videos before the visit.

Staff use the same booking workflow to arrange surveys on a customer’s behalf and schedule packing, collection, delivery, storage and other events. Each booking can stay connected to the relevant survey in Surveyor Hub and the wider move schedule in Job Planner.

  • Customer survey calendar
  • Staff event booking
  • Automated reminders and connected planning
Bookings are more than a survey slot

Exposed

Bookings are more than a survey slot

Customers need an easy way to choose and manage a survey appointment. Meanwhile, staff need to book surveys and the operational events around a move without scattering dates, reminders, people and vehicles across separate calendars and message threads.

What gets lost in disconnected booking workflows?

Customer booking friction Manual confirmations Missed reminders Pre-survey media missing Events in separate diaries Staff and vehicles unclear

The solution

One connected calendar for customer appointments and move events.

Bookings manages the customer-facing survey appointment journey and the staff booking workflow, keeping notifications, reminders and event context connected to the wider move.

One connected calendar for customer appointments and move events.

How Move Agent Bookings works

Give customers a clear survey calendar

Let customers choose an available remote or in-person survey slot, cancel when needed and upload photos or videos before the appointment.

What you get

Easy self-booking Fewer missed details Better preparation

Let staff book the whole move

Staff can book surveys for customers and schedule packing, collection, delivery, storage and other events with the people and vehicles needed for each appointment.

What you get

One staff workflow Assigned resources Fewer diary gaps

Keep every event connected

Automated notifications and reminders keep customers and staff informed, while bookings connect into Surveyor Hub for surveys and Job Planner for wider move scheduling.

What you get

Clear notifications Connected modules Current context

The outcome

Fewer booking gaps. Better-prepared work.

Give customers a simple survey booking experience while helping staff coordinate the appointments and operational events that keep each move progressing.

Fewer booking gaps. Better-prepared work.

Let customers self-book surveys

Offer a customer-friendly calendar for choosing an available survey appointment without waiting for the office to call back.

Automate confirmations and reminders

Keep customers and staff informed with automated booking notifications and reminders before the appointment.

Collect pre-survey media

Let customers upload photos or videos before the survey so the team can prepare for the appointment with more context.

Book every operational event

Schedule surveys, packing, collection, delivery, storage and other events through the staff booking workflow.

Assign the right people and vehicles

Keep staff and vehicle assignments visible with the event so the office knows who or what is committed.

Connect to Surveyor Hub and Job Planner

Carry the booking into the survey workflow and link wider move events to Job Planner without rebuilding the schedule.

Connected workflow

From customer choice to move-ready schedule

  1. Enquiry arrives
  2. Customer or staff books
  3. Confirmation sent
  4. Media and reminders managed
  5. Staff and vehicles assigned
  6. Survey and job plan connected
Removals office team, surveyors and moving crew working together

Who it helps

Built for customers, coordinators and operations teams

Bookings gives each person the right route: customers choose their survey slot, staff arrange any event and operations keep the wider move connected.

  1. For

    Customers

    Choose an available survey appointment, cancel when needed and upload media before the visit.

  2. For

    Office teams

    Book surveys for customers and schedule the operational events needed around each move.

  3. For

    Operations coordinators

    Keep notifications, reminders, staff and vehicle assignments visible as events progress into Job Planner.

  4. For

    Owner-managers

    Give customers a professional booking experience and give the team one reliable view of upcoming commitments.

Customer bookings · Staff events · Notifications

Questions removals teams ask about Bookings

Clear answers about customer survey calendars, staff event bookings, automated reminders, resource assignments and the links into surveying and planning.

Removals booking software gives customers a simple way to choose and manage a survey appointment, while staff can book surveys and schedule the operational events around a move. Bookings keep appointments, notifications, reminders and event context connected to the wider workflow.
Yes. Customers can use a website-friendly calendar to choose an available remote or in-person survey appointment, giving them a clear next step even when the office is not handling the enquiry live.
Yes. The customer booking route allows the appointment to be cancelled when needed, helping the office keep availability and customer communication clearer.
Yes. Bookings supports automated notifications and reminders so customers and staff have clearer information about the appointment and the next action.
Yes. Customers can upload relevant photos or videos before the survey, giving the office and surveyor more context when preparing for the appointment.
Yes. Staff can choose an available survey appointment and book it while speaking with the customer, keeping the booking connected to the enquiry and customer record.
Staff can schedule surveys as well as packing, collection, delivery, storage and other operational events required around the move.
Yes. Staff can keep the people and vehicles needed for an event visible with the booking, helping the office coordinate the appointment and wider move requirements.
Bookings secures the survey appointment and keeps its customer and enquiry context connected. Surveyor Hub is where the remote, in-person or self-service survey is completed and reviewed.
Bookings handles customer survey appointments and staff event bookings, including notifications and reminders. Job Planner manages the wider schedule for accepted jobs, phases, crews and vehicles as the move approaches delivery.
No. Customers can use the online survey calendar when it suits them, while staff can still arrange surveys and other events directly during a phone conversation.

Related Move Agent pages

Enquiry Management Surveyor Hub Job Planner Move Management
Pen-and-ink illustration of a customer choosing a survey slot on a tablet and an office coordinator managing bookings on a laptop

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