Scheduling overview
How the client booking tool works, from turning it on to confirming a request.
The scheduling tool lets clients pick an inspection time themselves from your open availability, using a booking link you send them. No time lands on your calendar until you say so — every booking starts as a request that you confirm or decline.
The request → confirm model
- You turn scheduling on and set your working hours (see Configure your availability).
- You create a booking link for an inspection and share it with the client, or let them opt in at creation time (see Turn scheduling on for an inspection, or opt out).
- The client opens the link, picks an open day and time, and submits their details (see What clients see when they book online).
- You review the request on the inspection and click Confirm or Decline. Confirming sets the inspection's scheduled date; declining lets the client pick again.
Other things you can do
- Block off time — vacations, days off, and recurring breaks like lunch don't need to be part of your weekly hours. See Block time off and recurring breaks.
- Preview before you share — see exactly what a client would see, with no risk of sending a real request. See Preview your booking page as a client.
Online scheduling is off by default. Until you enable it in settings, the booking tool never appears anywhere in the app.