How it works

From sign-up to first booking in under 10 minutes

No developer needed. No data migration headache. Your shop online — booking, POS, calendar, and work orders all in one place from day one.

Start free trial →

Free 14-day trial · No credit card required

Step 1
1
Sign up and claim your subdomain

Create your account in 60 seconds. Tell us your shop name, pick your industry, and your booking page is live immediately at yourshop.intake.works. Bring your own domain on Branded and above.

yourshop.intake.works live instantly — no waiting
Industry picker pre-loads your service catalog
Custom domain (yourshop.com) on Branded plan
No credit card for the 14-day trial
Admin — onboarding
Shop name The Bike Hub
Subdomain thebikehub.intake.works
Industry Bike shop
Plan Starter — free trial
Status Live
Customer — booking page
9:41
The Bike Hub
thebikehub.intake.works
Book a service Open
View services →
Contact us →
Your branded booking page
Step 2
2
Configure your services and booking rules

Your industry pack pre-loads a realistic service catalog with tiers and pricing. Edit what you need, then set capacity — how many jobs per day, minimum advance notice, and how far ahead customers can book.

Pre-loaded catalog with Standard / Full Service / Rush tiers
Per-day booking caps by day of week
Minimum advance notice — e.g. no same-day bookings
Date overrides for holidays and closures
Per-resource daily limits — per staff member or bench
Admin — services
Tune-ups
Basic tune-up $65 · 60 min
Full service $90 · 90 min
Rush tune-up $120 · 60 min
Suspension
Fork service $120 · 120 min
Shock service $110 · 90 min
Admin — capacity rules
9:41
Mon – Fri 6 jobs/day
Saturday 4 jobs/day
Sunday Closed
Min notice 24 hrs
Book ahead 60 days
Capacity settings
Step 3
3
Customers book on any device in under a minute

Share your booking link in your Instagram bio, Google Business profile, or email footer. Customers pick their service, choose a date and time, fill in details, and pay — all in one seamless flow, no account required.

Multi-step form: services → date → details → pay
Real-time availability — only open slots shown
Race-safe locks — two customers can't steal the same slot
Stripe or PayPal deposit or full payment at booking
Instant confirmation email to customer and your team
Customer — service selection
Progress Step 1 of 4
Selected
Fox 36 full service $180
Brake bleed (pair) $65
Total
Deposit due now $45
Balance at pickup $200
Customer — pick a time
9:41
Mon May 12
Choose a slot
9:00 am Full
10:00 am Open
11:00 am Open
1:00 pm Open
3:00 pm Full
Time slot picker
Step 4
4
Manage your day from the calendar

Every booking lands on your calendar the moment it's confirmed. The desktop day view shows one column per staff member — so you see exactly who's doing what. The mobile schedule view gives you the same information in a swipeable list optimised for your phone.

Desktop: resource columns — one per staff member or workbench
Status colors: pending → confirmed → in progress → completed
Walk-in holds block time with a lime highlight
Live now-line shows where you are in the day
Mobile: swipeable day list with resource color stripes
Gap indicators show free windows between appointments
Admin — day view (desktop)
Tue May 12 · Alex
9:00 — Jane Smith In progress
Fox 36 full service 120 min
Jordan
9:00 — Tom Lee Confirmed
Brake bleed + tune 75 min
12:30 — Walk-in hold
Blocked slot Hold
Admin — schedule (mobile)
9:41
Jane Smith In progress
9:00 · Fox 36 full service
45 min free
gap
Tom Lee Confirmed
10:30 · Brake bleed
Walk-in hold Hold
12:30 · 60 min
Mia Park Pending
2:00 · Build consult
Mobile schedule view
Step 5
5
Work orders, walk-ins, and the register

Every booking creates a work order with a unique reference number. Tap it to open the full detail — status pipeline, services, charges, payment, and staff notes. Walk-in customers go straight through the POS register without needing a booking.

Work order status: pending → confirmed → in progress → completed → closed
Add mid-job charges for parts or extra work
Internal staff notes — never shown to customers
POS register for walk-ins — inventory decrements at commit
Save as draft or quote — resume later
Full refund flow built in
Admin — work order (desktop)
Reference SPK-A3F9
Customer Jane Smith
Status In progress
Services
Fox 36 full service $180
Brake bleed (pair) $65
Payment
Deposit paid $45
Balance due $200
Total $245
Admin — POS register (mobile)
9:41
Park Tool BBT-90.3 $24.99
Chain lube 4oz $12.00
SRAM Eagle chain $52.00
Subtotal $88.99
Tax 8.7% $7.74
Total $96.73
Walk-in POS register
Step 6
6
Customer profiles build themselves

Every booking, walk-in sale, and work order contributes to the customer's profile automatically. Before a customer even walks in you can see their full history, what they've spent, and any notes your team has left.

Auto-created from every booking — no data entry
Full booking and purchase history per customer
Lifetime spend and visit count
Internal staff notes — never visible to customers
Search by name, email, or phone
One-tap new appointment from the profile
Admin — customer profile (desktop)
Name Jane Smith
Email jane@example.com
Visits 12
Spent $940
Last visit May 12
Recent
Fox 36 full service In progress
Tune-up + brakes Completed
Admin — customer (mobile)
9:41
Jane Smith
jane@example.com
12 visits $940 spent
Fox 36 full service In progress
May 12
Tune-up + brakes Completed
Apr 14
Fork service Completed
Mar 3
Customer profile
< 10 min
to your first live booking page
$0
transaction fees from Intake
14 days
free trial, no card needed
1
login for everything

Common questions

Do I need a developer to set up Intake? +
No. The whole setup — services, capacity, payments, booking page — is done through the admin dashboard. No code required. Custom domain setup is a single CNAME record if you want it.
Does it work on mobile? +
Yes — fully. The admin has a dedicated mobile layout: swipeable schedule, mobile-optimised work order list, register, and customer profiles. Your customers' booking form is also fully mobile-first.
Can I migrate my existing customer data? +
Yes. Send us your data in whatever format you have — spreadsheet, CSV, or an export from your old tool. We handle the import and cleanup. Free on Scale, $299 one-time on Starter and Branded.
What happens to my booking page URL when I upgrade? +
On Starter you get yourshop.intake.works. On Branded ($79/mo) and above you can point your own domain to it with a CNAME record. The yourshop.intake.works URL continues to work and redirects.
How does the free trial work? +
Full access to all features on your chosen plan for 14 days. No credit card required. At the end you subscribe or your account pauses — no charges, no data deleted.

Ready to try it?

Free 14-day trial. No credit card. No setup fee.

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