--- title: "Set Up Your Online Scheduler in ServiceTitan Max" slug: "set-up-your-online-scheduler-with-scheduling-pro-in-servicetitan-max" updated: 2026-07-11T15:39:12Z published: 2026-07-11T15:39:12Z canonical: "help.servicetitan.com/set-up-your-online-scheduler-with-scheduling-pro-in-servicetitan-max" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set Up Your Online Scheduler in ServiceTitan Max ## Overview Scheduling Pro is the online booking layer of ServiceTitan. It captures demand from your website and Google search. The scheduler applies your Capacity Rules and sends booked appointments straight to your Dispatch Board. You build, revise, and embed a scheduler that fits your business. > [!NOTE] > **Note:** Setup uses a desktop computer for the best experience. For more, see the *Things to know* section. --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades #### Feature configuration - The following items in your ServiceTitan account must be configured before you build your scheduler. For more, see *Step 1: Confirm your Core ServiceTitan prerequisites*. - Zones - Job Type Mapping - Business Hours - Campaigns - Scheduling Pro tag - Phone number for your scheduler ## Things to know - Scheduling connects directly to your ServiceTitan account, so changes to Zones and Business Hours flow into your scheduler in real time. - Adaptive Capacity is the most flexible capacity option in Scheduling Pro. - Use a desktop computer for the initial scheduler build. Mobile is supported for end-customer booking but not for setup. ## Best practices - Use the *Standard* workflow for the highest conversion. It balances a simple customer experience with the data you need on the back end. - Place specific marketing campaign rules above general ones. Scheduling applies the first matching rule, so order matters. - Set your date range to 2–3 months out. This balances customer convenience with the accuracy of your long-term capacity. - Always run a test booking with *Test and Preview* before launching the scheduler on your live website. ## Use cases - An HVAC business publishes a 24/7 online scheduler on its homepage so homeowners can book a no-cool repair after business hours without waiting on a call back. - A residential plumbing team uses *Adjustable Capacity Planning* to ensure online appointments only book during real technician availability, eliminating overbooking on the Dispatch board. ## Topics covered - Step 1: Confirm your Core ServiceTitan prerequisites - Step 2: Create your scheduler and set up quick settings - Step 3: Configure advanced settings - Step 4: Embed your scheduler on your website - Step 5: Test, preview, and revise ## Step 1: Confirm your Core ServiceTitan prerequisites Before you build a scheduler, confirm the supporting records in your ServiceTitan account. Scheduling reads these records directly, so accuracy here drives accurate booking downstream. ### Set up Zones Zones define the zip and postal codes where customers can book online. A customer's zip code is matched to a zone to determine availability. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, go to **Operations > Zones**. 3. Add or edit zones as needed. Include every ZIP code you service. For more, see [Set up and use zones](/v1/docs/set-up-and-use-zones). ### Set up Job Type Mapping Job Type Mapping connects customer service selections to ServiceTitan job types. Mapping drives job duration, business unit assignment, and the forms a technician sees in the field. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, go to **Integrations > Job Type Mapping**. 3. Map each standard job type to one ServiceTitan job type. > [!NOTE] > **Note:** Scheduling requires a single job type per mapping. If you have multiple custom job types that map to the same standard, the scheduler asks you to designate the primary one. ### Confirm Business Hours Business Hours are the foundation of every capacity option in Scheduling Pro. Time slots, buffers, and blocked dates all reference your configured business hours. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, go to **Operations > Business Hours**. 3. Confirm your daily open and close times match the times you accept online bookings. ### Set up Campaigns Campaigns power marketing attribution for jobs booked through Scheduling Pro. Without active campaigns, you cannot track which ads, referrals, or web sources drove the booking. If there is no campaign to attribute to, Scheduling will automatically mark as Direct Web traffic by default. To set up a campaign: 1. Go to the navigation bar and click **Marketing.** 2. Select **Campaign Manager > Create Campaign**. 3. Create or confirm you have an active campaign. ### Create a Scheduling Pro tag The Scheduling Pro tag identifies online-booked jobs throughout ServiceTitan. The tag also drives the alerts that notify your team when an online booking arrives. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, go to **Operations > Tag Types**. 3. Create a new tag named *Scheduling Pro*. ### Confirm your phone number The phone number on your scheduler is the fallback for customers who need to call you. Confirm the number is current and routed to your call team. After your prerequisites are confirmed, you are ready to build the scheduler. ## Step 2: Create your scheduler and set up quick settings Quick settings are the foundation of your scheduler. Here, you name the scheduler, choose how customers move through it, and select the services you offer. ### Open Scheduling Pro and create a scheduler 1. Go to the top toolbar and click **Settings**. 2. In the side panel, click **Integrations > Marketing Integrations**. 3. On the *Marketing Integrations* screen, click **Edit** next to the Scheduling Pro integration. 4. In *WorkConnect*, click **Create Scheduler > + Create New**. ### Review scheduler details In *Scheduler Details*, you configure how the scheduler looks and behaves for customers. 1. From the *Scheduler Details* card, click the **Edit** icon. 2. Click the **Brand** dropdown and select a brand, or click **+ Add Company** to create one. > [!NOTE] > **Note:** The brand name appears in the scheduler header. If multiple companies share an account, the brand helps customers identify the right business. 3. In the *Scheduler Name* field, enter a name that explains the scheduler's purpose. For example: *Main Website Scheduler* or *Maintenance Outreach Scheduler*. 4. Click the **Scheduler Mode** dropdown and select one of the following: - **Online Booking:** Add it to your website so customers schedule appointments directly online. - **Call Center:** Provide your CSRs with a version of your scheduler optimized for internal booking. It does not save session progress and allows more questions for added flexibility. 5. In the *Website* field, specify which websites can host the scheduler. Enter at least one website. Enter both the http://example.com and www.example.com versions to ensure the script loads on every page. 6. Click the **Workflow** dropdown and select the booking flow: > [!NOTE] > **Note:** Classic workflow does not support the in-brand router. For more, see *Route with Scheduling Pro*. - **Standard:** Optimized for high conversion. The customer selects trade and issue, date and time, then provides contact info. - **Express:** The fastest booking experience. Collects only essential details. - **Contact Info First:** Captures customer info before showing availability. Ideal for returning customers. - **Delayed Location:** Shows services first and collects ZIP code later. Reduces drop-off when customers want to see offerings before sharing their address. - **Classic:** Captures info midway between Standard and Contact Info First. 7. Click the **Color** dropdown and select a color theme. More than twenty themes are available. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-online-scheduler-with-scheduling-pro-in-servicetitan-max-image-tw5w8i34.png) ### Set up zones for the scheduler Use the *Zones* card to control which of your ServiceTitan zones are eligible for online booking. Any zip code in an included zone is bookable through this scheduler. ### Select your services offered Services offered tell the scheduler what work customers can book. You can choose between two modes. #### Use Standard Job Type Mode Standard Job Type Mode uses your ServiceTitan Job Type Mapping as-is. This is the fastest way to launch a scheduler. 1. From the *Services Offered* screen, click **Standard Job Type Mode**. 2. From each trade section, select the services you want to offer. > [!TIP] > **Tip:** Click *Select All* or *Deselect All* to update all listed job types at once. 3. *(Optional)* From each trade section, select a **Default Job Path** to auto-select responses for customers and reduce clicks. #### Use Custom Question Mode Custom Question Mode lets you build up to four levels of branching questions. Each answer maps to an outcome or a follow-up question. 1. From the *Services Offered* screen, click **Custom Question Mode**. 2. Add questions and map each answer to a job type or to a follow-up question. 3. Reorder questions as needed. Scheduling labels sub questions automatically (2a, 2b, 2c) to help you manage branching logic. ### Customize messaging Customize the title and dead end notification. Customers see these when no appointments are available for their selected trade. 1. From the *Services Offered* screen, click **Customize Messaging**. 2. In the *Title* field, enter the message that displays when a customer selects a trade. 3. In the *Dead End Message Title* field, enter the headline shown when no scheduling options are available. 4. In the *Dead End Message Content* field, explain why scheduling is unavailable and what to do next. 5. *(Optional)* Click the **Link** icon to embed links from the dead end message to external pages. ### Configure advanced rules in Services Offered Use *Advanced Settings* in *Services Offered* to set business unit, tag, technician, and jobs and bookings rules. These rules determine how online appointments are routed through ServiceTitan once booked. 1. From the *Services Offered* screen, click **Advanced Settings**. 2. Click the **Default Business Unit** dropdown and select a default business unit for jobs when no other rule applies. 3. In the *Add Business Unit Rules* section, set conditional rules that assign business units to appointments based on certain conditions. > [!NOTE] > **Note:** Set rule priority by dragging and dropping the rules in the rules list. Put the most specific rules at the top. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-online-scheduler-with-scheduling-pro-in-servicetitan-max-image-33i77nm3.png) - This is useful if a job type has more than one business unit. - Add the condition(s) that will trigger the rule in the **Field** section. - Then pick the **Business Unit** that will be assigned if that rule matches. 4. Click the **Default Tag** dropdown and select the *Scheduling Pro* tag you created in Step 1. 5. In the *Add Tag Rules* section, set conditional tag rules. Drag and drop rules to set priority. 6. In the *Add Technician Rules* section, set conditional rules that auto-assign technicians. 7. In the *Jobs and Bookings* section, choose whether appointments land on the Dispatch board as jobs or in *Calls > Bookings* as bookings. 8. When finished, click **Done**. ## Step 3: Configure advanced settings Advanced settings expand your scheduler with marketing attribution, capacity, customer information collection, dispatch fees, and confirmation messaging. Complete Step 2 before starting this step. To access advanced settings, from your scheduler, click **Advanced Settings**. ### Set up marketing attribution Decide how marketing campaigns are assigned to jobs booked through Scheduling Pro. The scheduler automatically captures UTM values, referrer URLs, and Google Click IDs. 1. From the *Marketing* card, click the **Edit** icon. 2. Set the **Marketing Pro to assign campaigns to jobs** toggle to on. This assigns campaigns using attribution data. The scheduler falls back to *Direct Web Traffic* when no match is found. > [!NOTE] > **Note:** When the Marketing Pro Ads integration is enabled, Marketing Campaign Rules are not available. The integration assigns campaigns based on the source of the website visit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-online-scheduler-with-scheduling-pro-in-servicetitan-max-image-zdxrgtt4.png) 3. *(Optional)* Set the **Customers opt-in to marketing communications** toggle to on. This adds a checkbox at the booking confirmation step. Customers who opt in are automatically added to your Marketing Pro campaigns. 4. Click the **Default Marketing Campaign** dropdown and select your fallback campaign. *Direct Web Traffic* is the recommended default. 5. *(Optional)* In the *Marketing Campaign Rules* section, click **+** to add conditional rules. Place specific rules at the top so they apply first. 6. When finished, click **Done**. ### Create a welcome message Customize the banner at the top of your scheduler with a title and message. 1. From the *Welcome Message* card, click the **Edit** icon. 2. Enter a title in the *Title* field. 3. Enter a message in the *Message* field. 4. Click **Save**. ### Set up capacity Capacity controls when customers can book. Scheduling offers four options, each with different tradeoffs between flexibility and effort. For ServiceTitan Max users, we will focus on Adaptive Capacity. This integrates with your ServiceTitan Adaptive Capacity settings. Adaptive Capacity works across all job types and business units while also supporting Arrival Windows and Business Hours modes. > [!NOTE] > **Note:** Adjustable Capacity Planning (ACP), Business Hours, and Custom Capacity will be shown by default. #### Configure capacity 1. From the *Capacity* card, click the **Edit** icon. 2. In the *Capacity Selection* tab, select one of the four capacity options. 3. Click **Customize Messaging** and enter the title that customers see above their appointment options. 4. Click **Advanced Settings**. 5. *(Optional)* Set the **First Available** toggle to on to show the next four available appointments when customers select a date. > [!NOTE] > **Note:** First Available does not ignore your capacity settings. It gives customers a faster way to see what's available. 6. Click the **Date Range** dropdown and select a range. The default is 3 months, and most contractors prefer 2–3 months. 7. Click the **Time Zone** dropdown and select the time zone for displayed slots. All US, Canadian, and Australian time zones are available. - Select **Dynamically show customer time zone based on their location** if your scheduler covers multiple time zones. - Select **Always set user to scheduler time zone** if you want all customers to see slots in your scheduler's time zone. 8. *(Optional)* Add buffers, blocked dates, and other capacity refinements as needed. #### Add buffers Buffers prevent last-minute bookings by limiting how soon a customer can book. For example, a 1-day buffer stops a customer at 7:50 AM from booking the 8:00 AM slot. 1. From the *Buffer* section, click **+**. 2. In the *Add Buffer* pop-up, fill in the buffer name, service area, job type, length, and start and end times. 3. Click **Save**. #### Add blocked dates Blocked dates remove specific date ranges from availability. Use blocked dates for holidays, company training, or other planned closures. 1. From the *Blocked Dates* section, click **+**. 2. In the *Add Blocked Date* pop-up, fill in the blocked date name, service area, job type, and start and end times. 3. *(Optional)* In the *Repeats* field, set the blocked date to repeat daily, weekly, monthly, or annually. 4. Click **Save**. ### Set up an emergency phone number Include an emergency contact option at the bottom of your scheduler. Customers with urgent needs can reach you directly. 1. From the *Emergency Phone number* card, click the **Edit** icon. 2. Set the **Emergency button** toggle to on. 3. In the *Emergency Button Title* field, enter a title (24 character limit). 4. In the *Emergency Phone Number* field, enter the number to call. 5. Click **Save**. ### Collect customer info Decide how customer information is collected during the booking process. 1. From the *Customer Info* card, click the **Edit** icon. 2. In the *Customer Contact Title* field, customize the section header where customers enter their name and contact information. 3. In the *Location Title* field, customize the section header for the address section. 4. Set the **Contact Opt-in** toggle to on. 5. In the *Customer Contact Opt-in Message* field, enter the message displayed next to the opt-in checkbox. > [!NOTE] > **Note:** A non-editable contact disclaimer is added automatically. It informs customers about SMS notifications and lets them opt out by leaving the checkbox unselected. This disclaimer does not replace your contact opt-in message. 6. Click **Advanced Settings**. 7. In the *Customer Information* section, choose any of the following: - **Require customers to provide an email address to book with you** - **Send customer names to your system in the "Lastname, Firstname" format** - **Send location names to your system in the "Lastname, Firstname" format** - **Location Preference:** Book with the existing customer when a new customer tries to book at an existing location, and flag the appointment for review. 8. Click **Done**. ### Set up memberships Display your membership tiers in the scheduler so customers can express interest at booking. This streamlines onboarding new members and surfaces upsell opportunities at the moment of intent. 1. From the *Membership* card, click the **Edit** icon. 2. Set the **Show Membership section in scheduler** toggle to on. 3. Choose whether to show the membership section pre-booking or post-booking. 4. In the *Membership Title* and *Membership Details* fields, enter your tier names and benefits. 5. *(Optional)* Click **Add Membership** to add more tiers. Drag to reorder. 6. *(Optional)* On the *Membership Booking Flow* tab, set the **Member-specific booking flow** toggle to on for member-only time slots and dispatch fees. 7. *(Optional)* On the *Recurring services* tab, set the **Recurring Services** toggle to on to let the scheduler identify existing recurring services. 8. Click **Done**. ### Set up dispatch fees and terms Configure dispatch fee information and terms of service shown to customers during booking. 1. From the *Customer Info* card, click the **Edit** icon to open dispatch fee settings. 2. *(Optional)* Set the **Display dispatch fee** toggle to on. 3. In the *Title and message* section, enter your *Dispatch Fee Title* and *Dispatch Fee Message*. 4. In the *Dispatch Fee Amount* section, choose one: - **Default Dispatch Fee:** A static amount, range, or variable. - **Smart Dispatch Fee:** An AI-calculated fee based on a minimum and maximum range. Click **Calculate Fee Using AI** to set the range. 5. In the *Terms of Service* section, enter the terms shown when a customer clicks the **Terms of Service** link. 6. *(Optional)* Click **Advanced Settings** to add conditional dispatch fee and terms rules. 7. Click **Done**. ### Create a confirmation message Customize what customers see when they complete the booking process. 1. From the *Confirmation* card, click the **Edit** icon. 2. Enter the message title in the *Message Title* field. 3. Enter next steps for the customer in the *Message Body* field. 4. Set the **Book Another Appointment** toggle to on. 5. In the *Book Another Appointment Title* and *Book Another Appointment Button* fields, enter your text. 6. Click **Save**. > [!TIP] > **Tip:** Enable *Book Another Appointment*. It refreshes the scheduler instantly so customers can book again without restarting. ### Set up alerts for online bookings Scheduling does not manage alerts directly. Set up alerts in ServiceTitan using the Scheduling Pro tag from Step 1. 1. Go to the top toolbar and click **Settings**. 2. In the side panel, click **Integrations > Alerts**. 3. Click **Add** to create a new alert. 4. From the *Type* dropdown, select **Booked Job** or **Booking Request Received**. 5. Select the *Scheduling Pro* tag from the *Tags* dropdown. 6. Enter the remaining details and click **Save**. For more, see [Use alerts](/v1/docs/use-alerts). ## Step 4: Embed your scheduler on your website After you complete capacity and advanced settings, retrieve the install script and add it to your website. 1. From your scheduler, navigate to the install section. 2. Select the appropriate web host or copy the install script. 3. Follow the installation instructions for your platform. Scheduling supports WordPress, Wix, GoDaddy, Duda, and custom HTML. > [!WARNING] > **Caution:** ServiceTitan Technical Support does not install scheduler code on your website. Work with your web developer or web host for installation. ## Step 5: Test, preview, and revise Before you launch the scheduler on your live website, run a test booking to confirm the customer experience and ServiceTitan integration. 1. From your scheduler, click **Test and Preview**. 2. Book a test job through the scheduler exactly as a customer would. 3. Confirm the job appears in ServiceTitan with the correct business unit, tag, and job type. > [!NOTE] > **Note:** If *Test and Preview* is not available, complete any incomplete configuration sections first. The scheduler flags missing required information at the top of each setup screen. To revise the scheduler after launch, go to **Settings > Integrations > Marketing Integrations > Scheduling Pro**. Click **More > Edit** on the scheduler and update any section. Changes take effect immediately. ## Want to learn more? - See [Set up capacity and availability with Scheduling in ServiceTitan Max](/v1/docs/set-up-capacity-and-availability-with-scheduling-pro-in-servicetitan-max) - See [How to set up Google Booking in ServiceTitan Max](/v1/docs/how-to-set-up-google-booking-in-servicetitan-max-1) - See [Configure Adaptive Capacity in ServiceTitan Max](/v1/docs/configure-adaptive-capacity-in-servicetitan-max) - See [Route with Scheduling Pro](/v1/docs/route-with-scheduling-pro) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Configurable rules that define how many jobs or hours can be booked per technician, zone, BU, or day. **What it does:** Prevents over-booking by enforcing booking limits that reflect real operational constraints. **Also called:** Booking limits **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan’s real-time engine that tracks available technician time based on shifts, skills, zones, business units, and capacity rules. **What it does:** Manages booking availability so CSRs only book jobs when technicians truly have capacity, cutting over-booking and missed appointments. **Where to find it:** Settings › Adaptive Capacity. **Also called:** Live booking availability, Real-time capacity **Tags:** Scheduling Pro, AI-Powered [Learn more →](https://help.servicetitan.com/docs/adaptive-capacity-overview-learn-how-it-works) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The legacy daily-cap booking tool that Adaptive Capacity replaces. Sunsetting. **What it does:** Allowed businesses to set manual daily booking limits per Business Unit. Now replaced by Adaptive Capacity. **Also called:** Legacy daily-booking-limit tool **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ACP ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The time range communicated to a customer for when a technician will arrive. **What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores. **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)