Set Web Scheduler for HomeownersLast updated on 09/23/2022

• Web Scheduler can identify customers by the phone numbers associated with their customer records.

• Some phone numbers can be connected to multiple locations. This is why customer identification requires more information.

With the Customer Identification feature in Web Scheduler, you save time in creating appointments for the services you need.

1. Go to the service company web page and open the web scheduler. In the example below, this is done by clicking Schedule an Appointment.

2. On the Web Scheduler welcome page, choose a Service. This opens the Issue Types list.

3. Select the issue and the required service, then click Next.

4. In the Issue step, select the Issue Type and enter a brief Description of your issue.

5. Click Next.

6. In the Customer step, enter your Phone number and click Next. The system will try to identify your phone number and associate it with your customer record.

   • If the phone number matches your customer record in the service company system. The Details step opens to select a previous address to service. You can also enter a new address by selecting New Address. In the fields that appear, enter the full address of the service location. This takes you to the Select Appointment step.

     Note: Address field names may differ depending on the country of the homeowner. For example, customers in the United States will see the Zip Code and State fields whereas Canadian customers will see the Postal Code and Province fields.

   • If the system found more than one customer record connected to this phone number, in the Details step, enter your First and Last Names. This narrows down options and helps the system identify your record.

   • If the system can’t find your record by the phone number you entered, the Details step opens.

     1. Enter your Personal Information, including your First Name, Last Name, and a valid Email.

     2. Click Next.

     3. Enter the full address of the Service Location.

     4. When you’re finished, click Next. The Select Appointment step opens.

7. In the Select Appointment step, select the year, month, day, and time window for the service. When you’re finished, click Next.

8. In the Review step, make sure that all the booking information looks correct.

9. Choose whether you want to receive booking information through SMS or Email. If you’d like to be contacted about this service, select the I’d like to be contacted by checkbox.

   Note: To edit the booking information, click Edit. This returns you to the appropriate step.

10. When you’ve finished, click Book Appointment to view the confirmation of the actions. Your appointment is booked, click Close to exit.

• See Set up the Web Appointment Scheduler (Legacy)

• See Set Web Scheduler for Office Employees