--- title: "Set Web Scheduler for Office Employees" slug: "set-web-scheduler-for-office-employees" updated: 2026-03-27T18:22:44Z published: 2026-03-27T18:22:44Z --- > ## 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 Web Scheduler for Office Employees ## Overview With the Web Scheduler widget tool, you can integrate widgets to your websites from which you get job bookings. --- ### #### Who uses this feature - Marketing managers, business owners, and other marketers on your team #### Feature configurations - Account configuration is required. ## ## Things to know - Before you start using Web Scheduler, set up your Web Scheduler widget, then share it with your connections. - For more accurate availability, first, configure [Adjustable Capacity Planning (ACP)](/v1/docs/set-up-adjustable-capacity-planning-acp). > **Note:** Ensure that ACP is configured with real-time availability powered by technician shifts rather than only with manual adjustments. - Web Scheduler can identify customers by phone numbers connected to customer records. - Some phone numbers can be connected to multiple locations. This is why customer identification requires more information. - ServiceTitan Technical Support cannot help with installing the web scheduler code. You should first partner with your web developers for assistance, based on the information in this article. - At this time, Web Scheduler is not compatible with [Adaptive Capacity](/v1/docs/capacity-planning). ## Set up Web Scheduler Set up a Web Scheduler is required for: - Web Scheduler integration in ServiceTitan - Web Scheduler integration for Homeowners ## Web Scheduler integration in ServiceTitan To set up Web Scheduler conversion tool in ServiceTitan: 1. Go to the top toolbar and click **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****. 2. In the side panel, click**Integrations > Marketing Integrations**. 3. In the *Web Scheduler*, click **Configure**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-79unpxcx.png) 4. On the *Configure Web Scheduler* screen that opens, enter your company details in the *Contact Details* step: 1. Create a new **Widget Name**. 2. Enter your **Business Name**, **Phone Number**, **Email** address, and **Website Link.** > **Note:**You can’t edit the website link after you create the web scheduler. Please ensure the website URL matches your website homepage fully. If there is a mismatch in website link compared to the destination website of the scheduler, then the scheduler widgets will not load successfully. You can find the full URL of your website homepage by double-clicking into the navigation bar. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-ae2mgh9t.png)* 3. Select the **Marketing Campaign** to associate any jobs generated via the web scheduler to a particular marketing campaign. This impacts how the campaign ROI is calculated and may impact other calculations. > [!TIP] > **Tip:** If an appropriate marketing campaign doesn’t exist, you can create one. For more information on how to do this, see [Adding marketing campaigns in ServiceTitan](/v1/docs/add-marketing-campaigns-in-servicetitan). *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-nvh7fomq.png)* > **Note:**If you have Marketing Pro Ads features and Web Scheduler 2.0 enabled, ServiceTitan assigns the Marketing Campaign automatically to the job by tracking the source of the website visits. 5. When you’re finished, click **Save**. 6. In the*General Settings* step that opens: 1. Map the **Job Types** and set up the **Business unit(s) servicing this location**. This helps to get more accurate [adjustable capacity planning](/v1/docs/set-up-adjustable-capacity-planning-acp) (ACP). ACP is used to determine the day and time slot available for the job. > **Note:***By Job Type Mapping integration in ServiceTitan you receive leads from your marketing vendors. This generates all job types and business units servicing your locations. Therefore, if there is any change to this information, click****Job Type Mapping****. For more on how to map job types. See*[Map Job Types](/v1/docs/map-job-types)*.* *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-2icals8g.jpg)* 2. Select the zones you want to exclude from the web scheduler. 3. If you want to create jobs directly on the *Dispatch*board for jobs that come from Web Scheduler, select **Automatically create a job on the Dispatch board**. By checking this, you won’t have to create a separate booking. > **Note:** When a job is created automatically from Web Scheduler on the Dispatch board, the system automatically selects the **Job Type** and **Business Units**. This is based on your job's history. If the system fails to do this, the system creates a booking instead. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-4myiytjo.png)* 7. When you’re finished, click **Save**. 8. In the *Message Customization* step that opens: 1. Use the **Confirmation Message** field to enter the message your customer will see when a job is booked. 2. Add optional **Terms of Service** and **Privacy Policy** links that display as part of the contact opt-in disclaimer message displayed to customers. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-xp82wqpy.png) 9. When you’re finished, click **Save**. 10. In the *Design*step that opens, choose the widget’s **Buttons Color**, **Primary Color**, **Header/Footer** color, and **Background Color** by entering the hex (hexadecimal) code in these fields. To get the right codes for your colors, click **How to get Hex code** and follow the instructions. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-ibhugxzu.jpg) 11. When you’re finished, click **Submit**. 12. To get your web scheduler code, click **Get Embed Code. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-9cuceg9j.png)** 13. To install Web Scheduler on your website: 1. On the *Embed code*screen that opens, click **Copy Code** and go to your website. After you are on your website, open your website HTML page and paste this code at the end of your website . ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-7j5t1i6l.png) 2. Click **Copy onclick Attribute** to add the attribute to your HTML element on your website. For example, a Schedule button to open the Web Scheduler. 14. To copy the code script and onclick attribute and send them by email, click **Copy and Share**. 15. Click **Close**to finalize the configuration. ## Add a Web Scheduler 1. Go to the top toolbar and click **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . 2. In the side panel, go to**Integrations > Marketing Integrations**. 3. On the *Web Scheduler*widgets screen that opens, next to the *Web Scheduler,* click **View**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-osg8ul2n.jpg) 4. To add a new Web Scheduler, click **Add New**. This opens the*Configure Web Scheduler*page. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-um4s0for.png) > **Note:** You can only add as many widgets as your plan allows. To upgrade your plan, please contact your CSM or ServiceTitan Sales. ## Edit a Web Scheduler 1. Go to the top toolbar and click **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . 2. In the side panel, go to **Integrations > Marketing Integrations**. 3. Next to the *Web Scheduler,* click **View**. 4. To edit a Web Scheduler, click **Edit** next to the Web Scheduler widget. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-oh2vbx0l.jpg) > **Note:** *You can activate and deactivate the widget using the toggle next to the****Edit****button*. ## Job booking via Web Scheduler in ServiceTitan Once Web Scheduler is integrated, you can create and book jobs from the*Job Booking* screen. 1. Go to the navigation bar and click **Job Booking**. 2. In the side panel, click **Bookings. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-lyfr8p9g.png)** 3. Select the Web Scheduler booking you want to create a job for. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-wcser54j.png)Information about the customer’s name, location, and other details are automatically generated by Web Scheduler. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-rkokhgwp.png) 4. Enter information in the *Overview*section to finalize the job booking creation. For more information, see [Enter job details](/v1/docs/enter-job-details). > **Note:**The Marketing Campaign is assigned automatically. 5. When you’re finished, click **Book job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-x3a8gdlt.png)** > **Note:****If **Automatically create a job on the Dispatch board** is selected (found in the General Settings step of the Web Scheduler configuration), the system skips the job booking step, and the job immediately appears on the Dispatch board. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-3migf2wf.png)* ## Web Scheduler integration for Homeowners To check if the Web Scheduler widget is downloaded on your phone or desktop: 1. Activate the widget. 2. In the *Design*step, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png) . ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-web-scheduler-for-office-employees-image-jcmjwclq.png) 3. Once you have the widget set up, go to the *Web Scheduler*app and select the service you need. ## Want to learn more? - See [Set up the Web Appointment Scheduler (Legacy)](/v1/docs/set-up-the-web-appointment-scheduler-legacy) - See [Set Web Scheduler for Homeowner](/v1/docs/set-web-scheduler-for-homeowners)