[{"data":1,"prerenderedAt":632},["ShallowReactive",2],{"help-\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections":3,"help-nav":413,"help-surround-\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections":627},{"id":4,"title":5,"body":6,"category":40,"description":404,"extension":405,"icon":406,"meta":407,"navigation":408,"path":409,"seo":410,"stem":411,"__hash__":412},"help\u002Fhelp\u002F04.scheduling\u002F6.using-scheduling-on-inspections.md","Turn scheduling on for an inspection, or opt out",{"type":7,"value":8,"toc":391},"minimark",[9,13,25,30,42,69,76,83,87,101,107,111,114,152,158,161,170,179,183,186,189,220,223,228,232,238,323,326,330,341,345,348,364,378],[10,11,12],"p",{},"Online scheduling is opt-in per inspection. You can turn it on when you create the inspection, or add it later — and disable it again any time before the report is published.",[14,15,16],"note",{},[10,17,18,19,24],{},"This option only appears once you've ",[20,21,23],"a",{"href":22},"\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","enabled and configured your availability",". If scheduling is off, these inspections just use a manually picked date, same as before.",[26,27,29],"h2",{"id":28},"at-creation-time","At creation time",[10,31,32,33,37,38,41],{},"On the last step of ",[34,35,36],"strong",{},"Add Inspection",", under ",[34,39,40],{},"Scheduling",", choose one:",[43,44,45,57,63],"ul",{},[46,47,48,51,52,56],"li",{},[34,49,50],{},"Pick date & time"," — set the inspection time yourself, with your existing bookings, time off, and working hours in view. See ",[20,53,55],{"href":54},"#picking-a-time-with-your-day-in-front-of-you","Picking a time with your day in front of you",".",[46,58,59,62],{},[34,60,61],{},"Decide later"," — leave it unscheduled for now (the default). This is how you opt out.",[46,64,65,68],{},[34,66,67],{},"Send the client a booking link"," — the client picks from your open slots; you confirm the request. Only shown when your scheduling is enabled.",[10,70,71],{},[72,73],"img",{"alt":74,"src":75},"The scheduling option when creating an inspection","\u002Fhelp-media\u002Fscheduling-add-inspection.png",[10,77,78,79,82],{},"If you choose the booking link, a switch lets you ",[34,80,81],{},"email the booking link to clients now"," — pre-checked automatically if at least one client has an email address. If none do, it's disabled with a note to copy the link manually from the inspection page instead.",[26,84,86],{"id":85},"setting-the-date","Setting the date",[10,88,89,90,92,93,96,97,100],{},"The ",[34,91,40],{}," card at the top of the inspection's Details page always shows the scheduled time, whether or not you use the booking link. ",[34,94,95],{},"Set date & time"," (or ",[34,98,99],{},"Reschedule",") opens a window where you pick the day and the start time together and choose who to email, then save it all in one go. Nothing is saved — and nobody is emailed — until you click Save, so you can change your mind about the time without anyone hearing about it.",[10,102,103,106],{},[34,104,105],{},"Clear"," removes the date and puts the inspection back to unscheduled.",[108,109,55],"h3",{"id":110},"picking-a-time-with-your-day-in-front-of-you",[10,112,113],{},"That window shows you the day you're booking into, so you're not scheduling from memory:",[43,115,116,122,133,146],{},[46,117,118,121],{},[34,119,120],{},"The calendar"," marks every day that already has something on it with a dot, and dims the weekdays you don't work.",[46,123,124,127,128,132],{},[34,125,126],{},"The day timeline"," draws your working hours, your other inspections (with the drive-time buffer either side of each one), your ",[20,129,131],{"href":130},"\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","time off and recurring blocks",", and the inspection you're placing. Anything outside your working hours is hatched.",[46,134,135,138,139,142,143,56],{},[34,136,137],{},"Open gaps"," long enough for a full inspection are outlined — click one to drop the inspection straight in. You can also click anywhere on the timeline, use the ",[34,140,141],{},"Start time"," menu, or take a shortcut like ",[34,144,145],{},"Right after 1420 Birch Ct",[46,147,148,151],{},[34,149,150],{},"The status line"," underneath tells you whether it fits. If it doesn't, it says why — \"Overlaps your lunch\", \"Runs past your workday\", \"Too tight against 1420 Birch Ct — leaves less than 30 min drive time\" — and offers the nearest time that does work.",[10,153,154],{},[72,155],{"alt":156,"src":157},"Picking a time with the day's inspections, time off, and working hours drawn in","\u002Fhelp-media\u002Fnew-inspector-scheduler.png",[10,159,160],{},"It's your calendar, so a conflict is a warning and never a wall: the Save button turns amber but still saves. Same-day double-bookings are sometimes exactly what you meant.",[14,162,163],{},[10,164,165,166,169],{},"Existing inspections are drawn at your current ",[34,167,168],{},"inspection duration"," setting, since inspections don't each store their own length. Change that setting and every block on the timeline resizes with it.",[10,171,172,173,175,176,178],{},"The same window opens from ",[34,174,36],{}," when you choose ",[34,177,50],{},", so you get the same context before the inspection even exists.",[26,180,182],{"id":181},"telling-attendees-when-the-inspection-is","Telling attendees when the inspection is",[10,184,185],{},"Clients and buyer's agents often want to be at the inspection, so the same window that sets the time offers to email it to them. Clients and the buyer's agent are checked by default; extra report recipients are listed but left unchecked. Turn the switch off to save the time quietly.",[10,187,188],{},"Under the date, the card always says where things stand:",[43,190,191,201,210],{},[46,192,193,196,197,200],{},[34,194,195],{},"\"Clients and the buyer's agent haven't been told the time yet\""," — with a ",[34,198,199],{},"Notify attendees"," button.",[46,202,203,206,207,200],{},[34,204,205],{},"\"Attendees emailed 2 days ago — …\""," — who was told and when, with a ",[34,208,209],{},"Resend",[46,211,212,215,216,219],{},[34,213,214],{},"\"Attendees are holding the wrong time\""," — a warning that appears when you reschedule after telling people. ",[34,217,218],{},"Send updated time"," emails the same people the new time.",[10,221,222],{},"Confirming a booking request emails everyone automatically, because the client picked that time themselves and there's nothing for you to review.",[14,224,225],{},[10,226,227],{},"Notifying attendees stays available even after the report is published and locked — telling someone when the inspection is isn't an edit to the inspection.",[26,229,231],{"id":230},"the-booking-link","The booking link",[10,233,234,235,237],{},"Below the date, the ",[34,236,40],{}," card walks through the booking link's states (only when online scheduling is enabled, or a link already exists):",[43,239,240,253,280,300,313],{},[46,241,242,245,246,249,250,56],{},[34,243,244],{},"Not yet used"," — ",[34,247,248],{},"Create link & email clients"," or ",[34,251,252],{},"Create link only",[46,254,255,258,259,262,263,262,266,269,270,56,273,276],{},[34,256,257],{},"Link active, no request yet"," — a copyable booking URL, plus ",[34,260,261],{},"Copy link",", ",[34,264,265],{},"Email to clients",[34,267,268],{},"Regenerate link",", and ",[34,271,272],{},"Disable",[274,275],"br",{},[72,277],{"alt":278,"src":279},"The scheduling card showing an active link with no request yet","\u002Fhelp-media\u002Fscheduling-inspection.png",[46,281,282,285,286,289,290,293,294,296],{},[34,283,284],{},"Pending request"," — the client's requested name and time (plus email\u002Fphone\u002Fnotes if given), with ",[34,287,288],{},"Confirm"," and ",[34,291,292],{},"Decline"," buttons.",[274,295],{},[72,297],{"alt":298,"src":299},"The scheduling card showing a pending request","\u002Fhelp-media\u002Fscheduling-please-confirm.png",[46,301,302,305,306,308,309,312],{},[34,303,304],{},"Client asked you to pick a time"," — shown when the client chose \"I'm flexible\" instead of a slot. There's nothing to confirm, so instead of Confirm\u002FDecline you use ",[34,307,95],{}," at the top of the card. The person who made the request is pre-checked in the email list, so they hear the time you picked. If you'd rather they choose after all, click ",[34,310,311],{},"Ask client to pick a time instead"," to send them back to the booking page.",[46,314,315,318,319,322],{},[34,316,317],{},"Scheduled via the tool"," — a \"Scheduled via booking link\" badge once you've confirmed a request, with a ",[34,320,321],{},"Disable booking link"," option.",[10,324,325],{},"Confirming sets the inspection's scheduled date and emails the time to the clients and the buyer's agent. Declining clears the request and emails the client a link back to pick a different time.",[26,327,329],{"id":328},"client-attendance","Client attendance",[10,331,332,333,336,337,340],{},"If the client answered ",[34,334,335],{},"\"Will you be at the inspection?\""," on the booking page, their answer shows as a badge next to the scheduled time (\"Client attending\", \"Client won't attend\", \"Attendance unconfirmed\") and stays with the inspection after the request is resolved. You can also set or change it yourself in ",[34,338,339],{},"Client Attendance"," on the Inspection Details card — useful when a client tells you over the phone.",[26,342,344],{"id":343},"opting-out","Opting out",[10,346,347],{},"You can opt out at any point before the report is published:",[43,349,350,358],{},[46,351,352,353,96,355,357],{},"Choose ",[34,354,61],{},[34,356,50],{},") instead of the booking link when creating the inspection, or",[46,359,360,361,363],{},"Click ",[34,362,321],{}," on an existing inspection — the link immediately stops working, and the client sees it's no longer active if they revisit it.",[365,366,367],"warning",{},[10,368,369,372,373,377],{},[34,370,371],{},"Regenerating"," a link invalidates the old one and clears any pending request — anyone with the old link can no longer use it. Neither disabling nor regenerating a link notifies the client, so let them know directly if you do either after already sharing a link. (Changing the ",[374,375,376],"em",{},"time"," is different — the card will tell you when attendees are holding a time that has since changed.)",[365,379,380],{},[10,381,382,383,386,387,56],{},"Scheduling can't be started or changed on an inspection whose report has already been ",[34,384,385],{},"published",". See ",[20,388,390],{"href":389},"\u002Fhelp\u002Finspections\u002Fpublishing-reports","Publishing & sharing reports",{"title":392,"searchDepth":393,"depth":393,"links":394},"",2,[395,396,400,401,402,403],{"id":28,"depth":393,"text":29},{"id":85,"depth":393,"text":86,"children":397},[398],{"id":110,"depth":399,"text":55},3,{"id":181,"depth":393,"text":182},{"id":230,"depth":393,"text":231},{"id":328,"depth":393,"text":329},{"id":343,"depth":393,"text":344},"Send a client a booking link when you create an inspection or any time after, and manage requests as they come in.","md","i-heroicons-link",{},true,"\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections",{"title":5,"description":404},"help\u002F04.scheduling\u002F6.using-scheduling-on-inspections","dcBB8Cc4Mjn6cZBTxudP_cHNXmsCY5BVmLl_MTH00YU",[414],{"title":415,"path":416,"stem":417,"children":418,"page":440},"Help","\u002Fhelp","help",[419,441,464,485,508,533,562,583,592,605,614],{"title":420,"path":421,"stem":422,"children":423,"page":440},"Getting Started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started",[424,428,432,436],{"title":425,"path":426,"stem":427},"Welcome to Eave","\u002Fhelp\u002Fgetting-started\u002Fwelcome","help\u002F01.getting-started\u002F1.welcome",{"title":429,"path":430,"stem":431},"Dashboard overview","\u002Fhelp\u002Fgetting-started\u002Fdashboard-overview","help\u002F01.getting-started\u002F2.dashboard-overview",{"title":433,"path":434,"stem":435},"Using Eave on Mobile","\u002Fhelp\u002Fgetting-started\u002Fmobile","help\u002F01.getting-started\u002F3.mobile",{"title":437,"path":438,"stem":439},"Staying up to date","\u002Fhelp\u002Fgetting-started\u002Fstaying-up-to-date","help\u002F01.getting-started\u002F4.staying-up-to-date",false,{"title":442,"path":443,"stem":444,"children":445,"page":440},"Inspections","\u002Fhelp\u002Finspections","help\u002F02.inspections",[446,450,454,458,462],{"title":447,"path":448,"stem":449},"Add an inspection","\u002Fhelp\u002Finspections\u002Fadd-inspection","help\u002F02.inspections\u002F1.add-inspection",{"title":451,"path":452,"stem":453},"Filling out sections","\u002Fhelp\u002Finspections\u002Ffilling-out-sections","help\u002F02.inspections\u002F2.filling-out-sections",{"title":455,"path":456,"stem":457},"Warnings & safety notices","\u002Fhelp\u002Finspections\u002Fwarnings","help\u002F02.inspections\u002F3.warnings",{"title":459,"path":460,"stem":461},"Home care tips","\u002Fhelp\u002Finspections\u002Fhome-care-tips","help\u002F02.inspections\u002F4.home-care-tips",{"title":390,"path":389,"stem":463},"help\u002F02.inspections\u002F5.publishing-reports",{"title":465,"path":466,"stem":467,"children":468,"page":440},"Templates","\u002Fhelp\u002Ftemplates","help\u002F03.templates",[469,473,477,481],{"title":470,"path":471,"stem":472},"Using templates","\u002Fhelp\u002Ftemplates\u002Fusing-templates","help\u002F03.templates\u002F1.using-templates",{"title":474,"path":475,"stem":476},"Editing a template","\u002Fhelp\u002Ftemplates\u002Fediting-a-template","help\u002F03.templates\u002F2.editing-a-template",{"title":478,"path":479,"stem":480},"Creating a custom template","\u002Fhelp\u002Ftemplates\u002Fcreating-a-template","help\u002F03.templates\u002F3.creating-a-template",{"title":482,"path":483,"stem":484},"Importing a template","\u002Fhelp\u002Ftemplates\u002Fimporting-a-template","help\u002F03.templates\u002F4.importing-a-template",{"title":40,"path":486,"stem":487,"children":488,"page":440},"\u002Fhelp\u002Fscheduling","help\u002F04.scheduling",[489,493,497,500,503,507],{"title":490,"path":491,"stem":492},"Scheduling overview","\u002Fhelp\u002Fscheduling\u002Foverview","help\u002F04.scheduling\u002F1.overview",{"title":494,"path":495,"stem":496},"What clients see when they book online","\u002Fhelp\u002Fscheduling\u002Fclient-booking-experience","help\u002F04.scheduling\u002F2.client-booking-experience",{"title":498,"path":22,"stem":499},"Configure your availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":501,"path":130,"stem":502},"Block time off and recurring breaks","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":504,"path":505,"stem":506},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":5,"path":409,"stem":411},{"title":509,"path":510,"stem":511,"children":512,"page":440},"Agreements","\u002Fhelp\u002Fagreements","help\u002F05.agreements",[513,517,521,525,529],{"title":514,"path":515,"stem":516},"Pre-inspection agreements overview","\u002Fhelp\u002Fagreements\u002Foverview","help\u002F05.agreements\u002F1.overview",{"title":518,"path":519,"stem":520},"Writing agreement templates","\u002Fhelp\u002Fagreements\u002Fwriting-agreements","help\u002F05.agreements\u002F2.writing-agreements",{"title":522,"path":523,"stem":524},"The client signing experience","\u002Fhelp\u002Fagreements\u002Fclient-signing","help\u002F05.agreements\u002F3.client-signing",{"title":526,"path":527,"stem":528},"Importing an agreement from a PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":530,"path":531,"stem":532},"Managing agreements on an inspection","\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","help\u002F05.agreements\u002F4.managing-agreements",{"title":534,"path":535,"stem":536,"children":537,"page":440},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[538,542,546,550,554,558],{"title":539,"path":540,"stem":541},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":543,"path":544,"stem":545},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":547,"path":548,"stem":549},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":551,"path":552,"stem":553},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":555,"path":556,"stem":557},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":559,"path":560,"stem":561},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":563,"path":564,"stem":565,"children":566,"page":440},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[567,571,575,579],{"title":568,"path":569,"stem":570},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":572,"path":573,"stem":574},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":576,"path":577,"stem":578},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":580,"path":581,"stem":582},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":584,"path":585,"stem":586,"children":587,"page":440},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[588],{"title":589,"path":590,"stem":591},"Subscriptions & billing","\u002Fhelp\u002Fbilling\u002Fsubscriptions","help\u002F08.billing\u002F1.subscriptions",{"title":593,"path":594,"stem":595,"children":596,"page":440},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[597,601],{"title":598,"path":599,"stem":600},"Repair requests","\u002Fhelp\u002Frepair-requests\u002Foverview","help\u002F09.repair-requests\u002F1.overview",{"title":602,"path":603,"stem":604},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":606,"path":607,"stem":608,"children":609,"page":440},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[610],{"title":611,"path":612,"stem":613},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":615,"path":616,"stem":617,"children":618,"page":440},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[619,623],{"title":620,"path":621,"stem":622},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":624,"path":625,"stem":626},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",[628,630],{"title":504,"path":505,"stem":506,"description":629},"See exactly what a client sees when they open your booking link, without sending anything.",{"title":514,"path":515,"stem":516,"description":631},"How clients review and sign your agreement online before they can view the published report.",1787848597173]