Documentation
Leona — for in-home services: never book someone who cannot get there
Built for in-home. Onboarding also customizes any service business: in-home or a location, then several sites. Several sites: one postal code, closest to furthest, a map — not HighLevel’s scroll list, not the in-home region map.
What each person sees
- Clients — booking page, team member pages, region if in-home, postal+map if several sites. Not the admin. Not the staff portal.
- Staff — the appointment on their Lead Connector calendar. If Coco is on, their portal (hours, profile). They do not set filters or km.
- Admin — Custom Page: onboarding, staff object, filters you label, languages, coupon header, same-day popup/list, widgets, voice.
What Leona does
- Staff object per person. Default calendars have no staff custom fields. Leona adds services, hours, km they will drive, gender, languages, insurance receipts, about.
- Kilometre router, not a location list. In-home: how far each staff can drive for this service. A postal code is not a booking. Several sites: client → nearest. Too far is not a slot.
- Category as a page. Filter the catalog first. Variations and add-ons are visible, in this brand — not tiny circles on one messy list.
- Filters you label. You pick the staff-object field and the words clients see — “Woman or man”, “Direct billing”, “Speaks French”. Each filter is its own page. Km is one you name too.
- Closest first. Not always the same first name. About + Google reviews on the person so clients can choose.
- Your layout, your brand. You decide what comes first. Hide a step you do not need. Voice walks the same order.
- People as a category. Number of people filters which service categories they see, and can add a custom price per person. You can name a category that becomes its own logic step — “For 1”, then “Couples”, or any name you add.
- Add-ons and variations on the service so they buy more than the base hour.
- Signed-in clients skip the typing. Name, phone, address and number of people auto-populate from their contact.
- URL queries can pre-select service, staff, and a coupon.
- Single or tandem. Two linked appointments at the same start when both calendars are free.
- Form layout you map. Pay now, deposit, pay at place, or card on file — the settings you already use. We are not a payment provider.
- Voice. Checks availability, books, reschedules and cancels, confirmation by SMS or email. Same calendars, same contacts.
After install
- Open Leona in the left menu (Custom Page). Live URL and Testing URL are the same.
- Add or connect service calendars on this location. Duration, buffers, and pay-now / deposit / pay-at-place / card-on-file stay on the calendar. Leona is not a payment provider.
- Set step order. Turn on people-as-category if number of people should filter the catalog. Name extra category steps (example: For 1, Couples). Turn on staff filter pages (gender, distance, or extra fields). Signed-in autofill and URL prefill stay on unless you turn them off.
- On your website builder, add the widgets: Booking page, Region page (if in-home or many sites), Staff card, Staff full page, Team grid.
- Test on this location only. Do not test-link a live production account you already run elsewhere.
Widgets (website)
Each widget is a zip you add once, then drag onto a page. Location is signed from the CRM — never typed.
- Leona / Booking page
- Leona / Region page — hidden if one location and address is off
- Leona / Staff card · Staff full page · Team grid
Getting started (iframe): /docs/leona/start/
ClaudiaFix · Leona