Communication

Call Back Requests

Let customers ask for a call at a convenient time instead of losing them when they are not ready to book online. Requests are collected in one dashboard, with status tracking and email or SMS notifications.

Popup or inline form

Display the call back form as a popup button or embed it directly into a page.

Track every request

View new requests, mark them as done and keep follow-up work visible.

C
Callback Requests
Incoming calls, status and follow-up
Settings
Today’s requests
3 new
Margo Collins
Quote request · 20 Jan · 11:30
New
Olivia Martin
General question · 21 Jan · 14:00
Done
James Walker
Cancel appointment · 22 Jan · 10:00
New
Request form
First name
Email
Phone
Reason
Available time
Mon–Fri · 10:00–17:00
Send request
Form
Popup or inline
Notify
Email or SMS
Status
New or done
Video walkthrough

See how call back requests move from form to dashboard

The walkthrough shows how the request form is configured, how new requests are received, how notifications are sent and how a provider marks each call as handled.

Configure the form

Choose popup or inline style, button colour, available days, working hours and request reasons.

Receive requests

Customers submit name, phone, email, reason, preferred date and preferred time.

Follow up

New requests can be reviewed, marked as done and handled with email or SMS notifications.

Settings
Control when customers can request a call
Form design
Popup
Inline
Notification mode
Email
SMS
Time from: 10:00
Time to: 17:00
Mon Tue Wed Thu Fri Sat closed Sun closed
Request rules

Control the form before customers submit anything.

Providers can decide how the call back form appears, which request reasons customers can choose, what days are closed, what times are available and whether new requests create email or SMS alerts.

1
Choose popup or inline

Use a floating request button or embed the form into a contact page.

2
Set availability

Limit requests to working days and valid time windows.

3
Define request reasons

Add options like quote request, general question or cancel appointment.

Calendar follow-up

Callback requests can be handled like scheduled follow-up work.

When a customer chooses a preferred date and time, the request is easy to review from the dashboard. Staff can open the request, see contact details, mark it as done or delete it if it is no longer needed.

Callback detail
Margo Collins
New
Phone
07567 894 351
Email
margo@customer.mail
Reason
Quote request
Preferred time
20 Jan · 11:30
Close
Done
Delete
What changes

Missed calls become structured requests instead of lost leads.

Call Back Requests give providers a simple way to capture customers who prefer speaking before booking.

Better contact flow

Customers can ask for help without leaving the website

The form collects the details needed for a proper follow-up: name, phone, email, reason, preferred date and preferred time.

Notifications

Providers can be alerted by email or SMS

New request notifications help the business respond quickly instead of checking the dashboard manually.

Status tracking

Every request can be marked as handled

New and done statuses make it clear which customers still need a call back.

Capture call requests without losing customers who are not ready to book online

Call Back Requests help cleaning providers collect customer questions, preferred call times and contact details from the website, booking widgets or public profile.

Cleanwich provider

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