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How to Use Custom Scheduling Fields

Keywords: options when scheduling, scheduling boxes, scheduling fields, optional or required fields

Support Team avatar
Written by Support Team
Updated over a week ago

Customize your scheduling process with optional or required fields, whether for your office staff or online scheduler. Optional fields offer flexibility for additional details, while required fields ensure essential information is provided upfront, streamlining the scheduling process.

Follow along with this article to see how you can create your own custom scheduling fields.

How to Create a Custom Scheduling Field

Under your Scheduling Tools, you'll have the option to create your own custom fields. In this section, we'll show you how!

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Scheduling Options"

  3. Click "+Add a Custom Field"

  4. Enter the name of your scheduling field

  5. Select your field type from the dropdown menu

  6. Click "Save Field"

  7. If needed, add answer options for your field

  8. If you want clients to be required to fill out this field, check the box for "Require answer during scheduling"

  9. If you'd like to be able to see the field while inspecting, check the box for "Display on Spectora app"

  10. If you don't want clients or agents to see this field, check the box for "Don't show in Online Scheduler or Get A Quote"

  11. Click the "{{ }} parenthesis" to copy the placeholder for your custom field

What Each Custom Field Response Means

You'll be able to give your Custom Field a name and select the response format. Let's go over what each response type means.

  • Text - Allows the user to enter any text. This might be useful for "Lockbox Code" for example.


  • Number - Allows numeric input only. This might be used for "Number of Bedrooms" for example.


  • Checkbox - On/off. This might be used for "Is the property occupied?" or "Are utilities on?".

  • Calendar Icon- Gives options for N/A, Yes, or No and adds the icon of your choosing to the calendar based on the answer given. Once you create your Calendar Icon field, click Set Icon to choose.

  • Dropdown - Allows you to offer a fixed set of choices from which the user can pick one. This might be used for questions like "What kind of property is this?" with answers "Single Family, Multi-Family, Condo, Townhome, Commercial".

  • Paragraph- Allows you to enter a paragraph of texts/notes. These appear in the internal box on the Inspection Details page

  • Date- Pulls up a calendar to select the date of scheduling

  • Date and Time - Allows option to select the date and time of scheduling

Further Customization of Your Fields

Once you set up your new field, you can further customize them for each individual field! Here's a breakdown of the other options:

  • Order- This allows you to specify in which order these fields appear.

  • Name- This is what is displayed to both you and the client on the Online Scheduler.

  • Require Answer During Scheduling- If checked, the user must input an answer before scheduling is allowed. (Note that this does not apply to the checkbox response format.)

  • Internal Only- If checked, this field will only display for your New Inspection Form and Inspection Details page. It won't show on the Online Scheduler, so clients/agents won't see it. Use this when it's something you only want your office staff to input.

  • Display on Spectora App - If checked, the answer to this question will be displayed on the mobile app for the inspector to see. Commonly used for things like "Lockbox code".


Where Do Custom Fields Show?

  • On the internal New Inspection form, your custom fields will show up in the "Miscellaneous" section:


  • In the Online Scheduler, these will show up on the first tab under "Additional Info":

Frequently Asked Questions

  • Why can't I remove one of the custom fields from my list?

    • If you use a call center like ACC, there are some fields that are required by them for scheduling. Those cannot be removed.

  • I created a new custom field and I see the option to use the placeholder for it. What does the placeholder do?

    • The placeholder will automatically pull in the information for that field wherever you put the placeholder code. You can use it in your agreements, templates, emails, etc.

If you have any questions or feedback, write into our chat bubble or email!

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