As a scheduling software for service-based businesses, we’ve noticed a trend. A lot of small businesses are ditching their rental spaces and taking their services directly to the client.

And we totally get it! Taking your services on the road has its perks. More flexibility, more autonomy — plus, you don’t have the stress of rent payments or managing an office. That’s a win, win, win!

If you’re already a Schedulicity business looking to take your business on the road, or if you’re interested in signing up your mobile businesses with Schedulicity, there are a few things to keep in mind.

That’s why we put together all the steps you need to use Schedulicity for mobile services. And — bonus! — we’ll even share some tips for starting your own mobile business from scratch!

How to Take Your Schedulicity Business On the Road

Create Your Mobile Service Offerings

Whether you already have a Schedulicity account, or you’re just getting started, here are the steps to create a mobile service.

Add a New Mobile Service

  1. From Settings on the full site, choose the Services option
  2. Select the “Add New” at the top right of the page
  3. Add the name, description, duration, price (or you can leave this blank if you don’t want to list a price) and cleanup time if needed. Then you can also mark if it is an “outcall” service, which means you travel to your client for the service (this will require them to enter their address), or if you want, you can require a credit card to hold the appointment. If you need to add processing time, you can do so as well. You can even select a color for that appointment specifically if you wish!
  4. Hit “Save” or “Save and Add Another” to add more services!

Or, you can…

Make a Current Service a Mobile Service

  1. Go to Settings and select the Services tile
  2. Click on the service you’d like to set as a mobile service
  3. Click “edit”
  4. Check the box next to “outcall service,” and a checkmark will show
  5. Hit the “save” button!

Marking the service as “outcall” will prompt the system to require clients to enter their physical address for those services, so you know where to go for the appointment, as well as build travel time into the service on your calendar!

Plus, mobile services will display to clients on your service menu with a little house icon next to the service name. On your calendar, mobile appointments will have a car icon.

Set Your Travel Time

Speaking of travel time… Let’s also make sure that you have enough time to get where you’re going!

  1. Go to Settings and select the “Policies” tile and then the “Appointment Policies” tile
  2. Under the “Travel Time” header, enter the length of time (in either hours or minutes
  3. Hit the “Save” button!

With travel time set, your calendar will automatically block off the time you chose before the appointment, to make sure you have plenty of time to get there. 

Update Your Business Listing Info

Once you have your services created, you want to make sure your booking page clients use — AKA the Business Listing — reflects that you are a mobile business and share all the details clients need to know before booking.

Here’s how to edit or add additional information to the About section of your Business Listing: 

  1. Go to the Marketing area and click on the Business Listing tile
  2. Select the “Edit” button in the “About” section
  3. Update your business info
  4. Hit the “Done” button to save

Now, any info you’ve added will display for clients when they land on your booking page.

Edit Your Business Address

If you would prefer to not list an address for your business, since you’re going mobile, you can list the “Address 1” field as something like “Mobile Business” but then still enter your city, state, and zip code. 

This will allow clients to search for your business within the Schedulicity search portal if you are listed, and will also allow you to hide your exact address from the public. 

Edit Address

  1. Go to the Marketing area and click on the Business Listing tile
  2. Select the “Edit” button next to “Address”
  3. Update your business address
  4. Hit the “Done” button and you’re good to go!

Bonus: Tips for Starting Your Own Mobile Business

Research Your Market

Whether you’re taking your massage business on the road, or you’re starting a mobile dog grooming business, you want to do some market research in your community to find out if there is truly a need for the mobile business you want to offer.

Once you’ve identified your target market, you want to outline the services you’ll offer, how much you plan to charge, and the area you want to cover. 

Determine Your Location

While you won’t have to worry about renting an office as a mobile business owner, you have to think about how big of an area you want to cover and how far you’re willing to travel. There are also associated costs as a mobile business: gas, vehicle wear and tear, as well as the time it takes to get to and from appointments. 

Know Your Costs

Though a lot of business owners are attracted to mobile businesses for a lower overhead, there are still costs that go into working on the road.

Pro tip: Schedulicity has all the tools you need to manage your mobile business — including an on-the-go calendar, marketing tools, and built-in payment processing, which comes with our pay-by-text option, Norm, so you can easily collect payments from anywhere!