Bookd Mrktng
SERVICE BUSINESS ONBOARDING

Let's get you set up.

Complete your brief so we can build your booking system, register your SMS campaigns, and launch your marketing — the right way.

20min
Time
4
Sections
0
Back-and-forth
Submit Brief → We Build → We Launch

Here's the plan.

We need a complete picture of your business to build your systems correctly.

01

Business & Brand

Your foundation — who you are, who you serve, and what makes you different.

02

Services & Pricing

Every service you offer — what it includes, how long it takes, and what you charge.

03

Booking & Scheduling

Your availability, consultation block times, buffer rules, and rescheduling policy.

04

A2P Registration

To legally text your leads and clients, carriers require your business to be registered.

Launch Timeline

What happens next
Today
You submit this brief. We review everything.
Days 1–2
We build your GHL account, calendars, and service menus.
Days 3–7
We design your assets and write your copy.
Days 8–14
A2P approval clears. We launch your campaigns.
Section 1 of 4 — Business & Brand
25%
01
Section 01 | Business & Brand

Your foundation.

Who you are, who you serve, and what makes you different.

YOUR BUSINESS
BRAND IDENTITY
Premium / Luxury
Clean / Minimal
Warm / Approachable
Bold / Confident
Professional / Corporate
Modern / Tech-Forward
Write it for me
I'll provide it
Mix — I'll give rough notes
02
Section 02 | Services & Pricing

Your service menu.

Every service you offer — what it includes, how long it takes, and what you charge.

Flat rate per service
Hourly rate
Monthly retainer
Project-based quote
Tiered packages
Mix of the above
YOUR SERVICE MENU
List every service you offer. For each one: give it a name, describe exactly what's included, how long it takes, and what you charge. Be as specific as possible — this becomes your service menu, website copy, and booking calendar simultaneously.
SERVICE 01
SERVICE 02
SERVICE 03
SERVICE 04
SERVICE 05
ADDITIONAL PRICING NOTES
Travel fees, rush fees, cancellation fees, materials, payment methods
03
Section 03 | Booking & Scheduling

Your availability.

Your availability, consultation block times, buffer rules, and rescheduling policy.

Mon
Tue
Wed
Thu
Fri
Sat
Sun
CONSULTATION BLOCK SETTINGS
Block settings control how your calendar works. These rules determine exactly when clients can book, how long each slot lasts, and how much breathing room you have between appointments.
This sets the default block size on your GHL calendar. If different services have different lengths, we'll create separate calendar types for each.
Buffer time is blocked off automatically after each appointment — for notes, travel, prep, or just breathing room.
Prevents clients from booking last-minute slots you can't accommodate.
How far into the future your calendar stays open for new bookings.
We'll cap your daily bookings at this number automatically.
These will be permanently blocked on your GHL calendar so clients can never book those slots.
RESCHEDULING & CANCELLATION POLICY
Your policy protects your time and your income. We build these rules directly into your booking confirmation emails, reminder sequences, and GHL automations.
CURRENT BOOKING SETUP
Leave blank if you don't have GHL yet — we'll set up your account.
04
Section 04 — Final | A2P SMS Registration

Legally text clients.

To legally text your leads and clients, carriers require your business to be registered.

WHAT IS A2P 10DLC?
A2P ("Application to Person") is the FCC's system for businesses that send automated texts. Without registration, your appointment reminders, follow-ups, and promotional messages get filtered as spam. This is a one-time setup. Once registered, your texts reach inboxes every time.
BUSINESS IDENTITY
Must match your IRS registration exactly — carriers verify against the IRS database.
Never shared publicly. Required to verify your business is legitimate.
Affects your carrier registration tier.
Must be your actual registered address. P.O. Boxes are rejected by carriers.
MESSAGING CAMPAIGN
For service businesses, appointment reminders are the most common and easiest to get approved.
Write a real message you'd actually send. Carriers review these for tone and compliance.
At least one message must include a clear opt-out like 'Reply STOP.'
OPT-IN CONSENT
This is the most important field in the entire A2P registration. The more specific you are about how and where clients consent, the faster your campaign gets approved.
The first text sent after opt-in. Must include your business name and opt-out instructions — required by the CTIA.

Brief received.
We're building.

Step 1
We'll review your brief and reach out if we need any quick clarifications.
Step 2
Our team begins building your GHL account, calendars, and service menus.
Step 3
We'll submit your A2P registration to the carriers for approval.

Have questions in the meantime?
[email protected]