# Respond to a Booking Request

> Turn a booking request into a job, move it on the Schedule, edit it, or decline it.

Source: https://jobwisepro.com/help/schedule/respond-to-a-booking-request
Category: Schedule
Updated: 2026-10-22

A request is a visit a customer asked for, kept as a [lead](/help/leads/introduction-to-leads).
It shows on the [**Schedule**](/go/schedule). A request with no start time,
and not set to anytime, sits in the **Unscheduled** panel.

A booking from your booking page also creates a request, when your account has a lead pipeline
with at least one stage.

## Convert a request to a job

The Convert form sets the date, times, and assignee of the new job.

1. Select **Convert to job** in the page header to open the Convert form. Select it again to
   hide the form. The button shows only while the request is open and you can edit it.
2. In the **Convert to Job** card, set the **Date**.
3. Set **Start** and **End** in 15-minute steps, or check **Anytime** to hide them.
4. Choose a member under **Assigned to**, or leave it on **Unassigned**.
5. Select **Create job**.

The page returns to the Schedule.
The request no longer shows there.
Creating the job, from the form or the quick view, also needs edit access to the
**Job Pipeline** and the **Schedule**.

If the request came from your booking page, converting it with a start and end time moves the
booked slot to those times. Converting it as anytime, or without both times, removes the
booked slot.

You can also convert from the Schedule. Select a request, then select **Convert to job** in its
quick view. It keeps the request's time and assignee and skips the form.
The button shows only while the request is open and you can edit the **Lead Pipeline**.

## Move a request on the Schedule

You move a request by dragging it on the Schedule, which needs edit access.

1. Drag the request to a time in the **Day** or **Week** view, or to a day in the **Month**
   view.
2. Drag a request from the **Unscheduled** panel onto the calendar the same way.
3. Drag a request onto the **Unscheduled** panel to take it off the calendar
   and.

The request moves to its new time or day, or to the **Unscheduled** panel.
In the **Month** view, a request with no start time, or one set to anytime, takes the day
you drop it on as its anytime date.
In the **Month** view, a timed request dropped on another day keeps its time of day.

For the calendar basics, see
[Introduction to the Schedule](/help/schedule/introduction-to-the-schedule).

## Edit the request details

The **Details** card holds the request's title and service details.

1. Change the **Title** in the **Details** card.
2. Change the **Service details** text.
3. Select **Save changes**.

**Save changes** saves only the title and service details.
The new title shows in the page header.

> **Note:** **Save changes** is disabled once the request is no longer open.

## Change the address

The **Address** card sets the address the request uses.

1. Select the address in the **Address** card to open the list.
2. Choose an address from the list. It starts with **Customer default**.
3. Or select **Add** to enter a new address. If the customer has no addresses on file,
   the button reads **Add address**.

Choosing an address saves it at once, and the **Schedule** card shows that address.
Choosing **Customer default** uses the address on the customer's contact, and the **Schedule** card shows it.

> **Note:** The **Address** card is disabled while a change saves, when the request is not open,
> or when you cannot edit it.

## Decline a request

The request page has no decline control, so you mark the lead **Lost** on the Leads board.

1. Open the Leads page. If the board shows another pipeline, select the pipeline name in the
   header and choose the request's pipeline under **Pipelines**.
2. Select the request's card to open its lead panel.
3. Select **Lost**, then confirm the prompt.

The lead is marked **Lost**. Select **Reopen** in the same panel to undo it.

## Delete a request

Delete a request that doesn't belong on the schedule or the leads board at all.

1. Select the request on the Schedule to open its quick view.
2. Select **Delete**, then confirm.

The request leaves the Schedule and the leads board for everyone on the team, and a time it
held from your booking page is freed. Deleting cannot be undone, and the **Delete** button shows
only with full access to the **Lead Pipeline**.

## What the request page shows

The request page has Customer, Schedule, Address, and Details cards.

- **Customer**: the name, the company when one is set, and the email and phone when set.
  Select the card to open the customer's contact.
  For more, see [Introduction to Contacts](/help/contacts/introduction-to-contacts).
- **Schedule**: the scheduled time or day, and the address line when one is set.
- **Address**: the address the request uses. Change it as described above.
- **Details**: the title and service details.

Select **Details** in a request's quick view to open its page.
Opening it needs view access to the **Lead Pipeline**.
For the access each role has, see [Roles and permissions](/help/team/roles-and-permissions).