ScheduleNow Customization allows for the addition of custom fields to HomeGauge’s ScheduleNow, which enables inspectors to collect information from REPs and HomeBuyers without needing to contact them after the appointment has been scheduled.
This is just the beginning. We have more enhancements for Scheduling in store! Check out what we have planned for next:
- 🙈 Hiding the default fields
- 🔀 Reordering fields to display your preference
- 🛠️ More advanced field types
Adding a Custom Field
- Under the Appointments section of the Side Menu, select Company Settings
- Select Manage your Public Appointment Settings
- Under Additional Property Details, select Customize Property Detail Fields
- Click Add Field to launch a new field’s details
- Enter the Title, Type, and Additional information
- Checking the Required Field box will prevent a customer or REP from continuing until the information is entered in the field
- Checking the Visible box allows you to display the field in Schedule Now, unchecking it hides the field for testing or to turn it off for seasonal information
- Lastly, click Add to save the field information
Field Types
There are currently four available Field types:
- Text Field - Accepts up to 125 Characters
- Text Area - Accepts up to 225 Characters
- Number Field - Accepts up to 10 numeric digits
- Date - Accepts Dates
Managing Custom Fields
Editing a field will not change any information in past appointments.
Deleted Fields cannot be recovered, however, deleting a custom field will not remove any information associated with a past appointment
- Click Edit to make changes to an existing field.
- Click Delete to remove the field.
View Custom Field Responses
The information the customer or REP has entered in the custom fields will populate in the Inspectors Comments section of the appointment.