Taking Appointment Requests on a Website
- Set up the appointment requests code on the website (the main topic of this article).
- Buyer, Seller, or REP makes the appointment request.
- The Inspector:
Setting Up Appointment Requests Code on Your Website
Note: If your website was built by HomeGauge and you have Managed Hosting or are part of the SEO program, please contact the Web Services Team at 828-254-2030 to complete this step.
- Log into your HomeGauge Dashboard.
- Make sure Public Appointment Requests are enabled; for instructions (click here).
- From the menu of blue links, click Appointments > Company Settings
- Click the link for Public Appointment Settings.
- Click Enable Appointment Requests, this will reveal more options and settings for appointments.
- Under the Settings you can:
- Choose to allow customers and agents to select services themselves, when making appointments, by toggling the Services button. By default this will be turned off.
- Customize who will receive the appointment notification
- Click Add Apt. To Your Site
- To add appointments to your website you have two options:
- Option 1 will provide a link that people can click that open a new window and send them to a scheduler.
- Option 2 will open the same link but inside a window on your website.
- If your website was built by HomeGauge and you have Managed Hosting or are part of the SEO program, please contact the Web Services Team at 828-254-2030 to have us complete this step for you.
- If your website is built on a site-building service such as Wix or Weebly, you may need to go into a special edit mode to add the code. Because of the variety of site-building services, we can't provide support for this step.
- If your website was built by a web development company, think about contacting them to have them add the code.
Inspector Reviews/Responds to Request
When the customer finishes the appointment request, the inspector receives an email notification like the one below. The email also contains additional info about the customer, the REP, the property, and any additional comments.
At this point, the inspector should contact the customer to confirm or negotiate the appointment time and settle any details.