The Online Scheduler is a great tool to allow appointments to be scheduled without manual work on your end.
It uses your pre-set services and fees as well as availability to schedule appointments at the right time and with the correct fees!
How to Enable the Online Scheduler
Before enabling the Online scheduler, set up your services & fees, and availability to be sure you are ready to go.
Go to Settings > Scheduling Tools > Online Scheduler, "Enable Online Scheduling."
Customizing your Online Scheduler
Choose what comes up first when scheduling, capture contact information early in the process or, keep your availability visible.
Make sure you have the warning you need before appointments, by choosing the number of hours to allow bookings before the appointment starts.
If you have multiple inspectors, allow agents and clients to select their preferred inspectors.
If this is not selected the inspector who lives the nearest, or with the closest previous job, will automatically be chosen.
Choose how pricing displays on your scheduler, either fully hide pricing, show the total price without showing the breakdown with modifiers and taxes, or fully display all details.
Better Communicate with Your Clients
Choose whether you want to confirm appointments to verify pricing and make any changes before sending messaging, or have them confirm automatically.
Select what messaging displays on the scheduler when the appointment is requested.
Get Notified for Bookings
You can get messaged through text or email for either completed appointments or in-progress bookings to know when to follow up.
If you have opted in to receive an email and/or text message when a booking is in progress, you will receive a notice from Spectora with all of the details that have been captured:
Once the booking is complete, if you have opted in to receive an email and/or text message for completed bookings you will receive a notice from Spectora that a new inspection has been scheduled:
Use the Scheduler on Your Website
Click "My Online Scheduler" at the bottom of your settings. This will take you to your scheduler. Once open, copy the URL at the top of your browser's address bar to link to it on a website or social media.
If you want to embed your scheduler in a website (include it in a way it can be accessed without being redirected to Spectora), use the embedding code to add it.
🔴 Note: 🔴
Unfortunately, we cannot guarantee that the automatic square footage or year built will be the same as the online listing for a home.
There isn't currently a database that offers the square footage of homes without any margin for error. Some include the basement sqft, some don't have the most recent additions to the house, etc.!
You can always edit the square footage or pricing after the inspection is created, or turn off the square footage auto-calculation entirely.
This can be done in Settings > Scheduling Options > Uncheck the Enable Sqft/Age of Home Data. By turning off the automatic square footage and age of home, your client or agent will need to fill in that field using the listing information.
Frequently Asked Questions
I received a message that an inspection booking was in-progress but I can't find the inspection on my dashboard.
If you've received an in-progress notice but not one confirming the inspection was scheduled, this inspection was abandoned during the scheduling process. Inspections abandoned in the online scheduler do not save as draft inspections. Use the information provided in the in-progress notification to reach out to the scheduling party and finalize the inspection!
If you have any questions about this or other parts of Spectora, write into our chat bubble or email support@spectora.com!
