Features Guide

What you'll see

• ➤Upcoming / Past tabs — toggle between what's coming up and what's done
• ➤Status badges — Confirmed (green) or Cancelled (grey)
• ➤Service filter — narrow down by service type
• ➤Quick details — date, time, service, assigned resource, customer name

What you can do

Time periods

Toggle between 7 days, 30 days, and 90 days to zoom in or out on your data.

What's tracked

What each service includes

Meeting location options

Quote Builder & pricing (Pricing tab)

Want customers to see a price estimate before they pick a time? Each service has a Pricing tab (labeled Quote Builder in the dashboard) where you set a base price, add pricing questions, and tune how the final quote is shown. Those questions are also the building blocks you can reuse inside Flows.

How to set it up

1. 1.Open the service and go to the Pricing tab.
2. 2.Click + Add your first pricing question. That opens the editor (with Base Price) and creates your first question card.
3. 3.Set your Base Price (defaults to $0).
4. 4.Give the question a clear label (for example, “How many rooms?” or “Property size?”).
5. 5.Choose the question type and configure it:
   • Multiple Choice (one or multiple options): Add options with Add a Response Option and assign a price to each. Example: “Property size?” → Small +$0, Medium +$50, Large +$100.
   • Number: Set a price per unit the customer enters. Example: “Square footage?” at $0.50/unit — 1,000 sq ft adds $500 to the quote.
   • Address: Collect a full address (or origin/destination for travel). Availo can compute mileage from your org business address and apply a per-mile rate to the quote — ideal for movers, delivery, and mobile service businesses. See Address questions & mileage-based quotes below.
6. 6.Add more questions with Add another Pricing Question as needed.
7. 7.Optionally scroll down to set Minimum Price, Maximum Price, and other quote settings (tax, exact vs range display, etc.).
8. 8.Click Save Pricing when you're done (the button shows after at least one pricing question exists).

How pricing questions work in Flows

When you're ready, import or link these questions inside a Flow so customers answer them as part of booking — see the Flows section for routing, outcomes, and service routes.

Resource types

What you can configure per resource

• ➤Assigned services — which services this resource can handle
• ➤Custom hours — override org hours for this specific resource
• ➤Calendar integration — connect a Google Calendar for conflict checking and auto-event creation

How pooled availability works

When multiple resources are assigned to the same service, Availo pools their availability:

1. 1.A time slot shows as available if any assigned resource is free
2. 2.When a customer books, Availo picks the first available resource
3. 3.No double-bookings, no manual assignment

Availability view

The Resources section includes an Availability view — a day-by-day schedule showing all your resources side by side. You can see bookings, active holds, and time off blocks at a glance, making it easy to spot gaps or overloaded days without digging through individual resource profiles.

Time off

Also inside Resources, the Time Off view lets you block out time for individual resources or the whole organization. Each entry has a start date, end date, and optional reason. Blocked time is respected everywhere — slots during a time-off period won't appear as available in the booking tool.

Why use flows?

Without flows, you're just showing a calendar. With flows, you can:

• ➤Ask qualifying questions before showing availability
• ➤Route customers to different services based on their answers
• ➤Give instant price quotes based on project details
• ➤Politely disqualify bad-fit leads before they waste your time
• ➤Collect callback requests for complex inquiries that need a human touch

Flow status lifecycle

The flow builder

The builder has two main panels: Questions (what customers see) and Outcomes (what happens at the end).

Question types

You have six input types to choose from:

Question configuration options

Each question can be configured with:

Visibility conditions — conditional logic

Visibility conditions let you show or hide questions based on previous answers. This keeps the flow clean and only shows questions relevant to each customer.

Example:

• ➤Question 1: “What type of property?” → Residential / Commercial
• ➤Question 2: “How many bedrooms?” (only shown if Question 1 = Residential)
• ➤Question 3: “Square footage?” (only shown if Question 1 = Commercial)

Outcome types

Every flow needs at least one outcome. Here's a detailed breakdown of all four:

Service area eligibility (ZIP / address)

After you define your service area in Settings, you can automatically gate flows so customers outside your coverage don't reach booking or quoting. This keeps calendars clean and sets clear expectations up front.

1. 1.Add an Address question early in the flow (or ensure pricing/imported address questions run before outcomes if you need the ZIP for eligibility).
2. 2.Create a Disqualify outcome with a helpful message — for example, that you don't serve their area yet, plus an optional Route to Callback alternative if you want borderline leads to reach you anyway.
3. 3.Add routing rules so customers whose address is outside your service area map to that Disqualify outcome. Send eligible customers down paths that continue to Instant Book, Instant Quote, or other outcomes.
4. 4.Keep a sensible default fallback (see routing rules) so unusual answers still land somewhere intentional.

Service area setup (radius, auto-generated ZIPs, manual list tweaks) lives in Settings → Business address & service area.

Routing rules — the smart part

Routing rules connect customer answers to specific outcomes. Here's how the logic works:

• ➤Each outcome has one or more routing paths
• ➤Each path is a set of conditions (AND logic within a path)
• ➤Multiple paths are evaluated with OR logic
• ➤A condition: “If [Question] equals/is in [Values]”

Example setup:

Service routes — multiple services per outcome

For Instant Book and Instant Quote outcomes, you can use Service Routes to offer different services based on answers — all within the same outcome.

Example: One “Instant Book” outcome with three service routes:

• ➤If “Property Type” = “House” → Book House Cleaning
• ➤If “Property Type” = “Apartment” → Book Apartment Cleaning
• ➤If “Property Type” = “Office” → Book Office Cleaning

Publishing and validation

Before a flow goes live, Availo checks:

• ➤✅ At least one question or outcome is configured
• ➤✅ All outcomes are fully set up (or marked “Not used directly”)
• ➤✅ Each Instant Book / Instant Quote outcome has a service assigned
• ➤✅ Each service route has a service assigned
• ➤✅ A default fallback outcome is selected

If anything's missing, you'll see exactly what needs fixing.

Sharing your flow

Once published, you have two options for getting it in front of customers:

Google Calendar

The Google Calendar integration gives Availo real-time insight into your team's schedule.

Coming soon

Microsoft Outlook, Zapier, and Webhooks are on the roadmap. Stay tuned!

Roles

What you can manage

• ➤Invite team members — send an email invitation to join your org
• ➤Change roles — promote or demote members (Owner only)
• ➤Remove members — revoke access (Owner only)
• ➤Notification preferences — toggle booking notifications on/off per person
• ➤Additional recipients — add extra email addresses (like a shared team inbox) that receive all booking notifications

Organization

Booking defaults

Business hours

Set your organization's default operating hours. Resources (staff, equipment, crews) can have custom schedules within these hours, and services can override them entirely.

Business address & service area

Your business address is the anchor Availo uses for distance-based logic (for example, travel pricing and whether a customer is inside your service area). Your service area is the set of ZIP codes where you accept work — used to qualify leads in Flows without manual zip-by-zip checks.

1. 1.Enter your full business address in Settings (street, city, state, ZIP).
2. 2.Set your service radius to roughly how far you travel from that address.
3. 3.Click the button to auto-generate ZIP codes from that radius. Availo will pre-fill a list of ZIPs for you to review.
4. 4.Manually refine the list — add edge-case ZIPs you still serve or remove ones you don't — until it reflects your real coverage.
5. 5.Save your Settings changes so the service area is available org-wide.

To enforce coverage in customer-facing flows, add an Address question and route ineligible ZIPs to a Disqualify outcome — see Flows → Service area eligibility.

Brand