Overview
When you complete your Scheduling Pro setup and install Scheduling Pro to your website, you can return to Scheduling Pro at any time to make changes to your scheduler or get insight into your performance metrics.
Who uses this feature
Administrators, managers, and office employees
Primarily benefits Residential Service and Replacement business types
Feature configuration
To get started with Scheduling Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
The new Scheduling Pro is built on a separate platform compared to the previous version. If you're an existing Scheduling Pro customer, contact your Pro Product Specialist to opt into the new version.
Things to know
With Scheduling Pro, you have the option to route your customers to the appropriate scheduler across multiple ServiceTitan accounts based on zip code, postal code, or service need—all from a single entry point. This feature is ideal if you have multiple ServiceTitan accounts operating through a single website. To get started with the Cross-Tenant Router, fill out this request form.
Before setting up your scheduler, make sure you have the following items configured in your ServiceTitan account:
Zones: Defines the areas where jobs can be booked.
Job Type Mapping: Helps with setting up your services offered in the scheduler.
Business Hours: Ensures easier setup for your capacity settings.
Campaigns: Enables more robust reporting and attribution capabilities.
Scheduling Pro Tag: Enhances tracking for online jobs.
Phone Number: Phone number provided on the scheduler.
Review your scheduler configuration
To see all of the schedulers you’ve built, go to the Scheduling Pro widget in Settings > Marketing Integrations.
Click Edit on the Scheduling Pro card.
From the WorkConnect page, you can see all of your schedulers sorted by company.
Scheduler card
The Scheduler card provides the following information:
Scheduler status: View which status a scheduler is in.
Draft: Scheduler is not fully configured.
Deployed: Scheduler is fully configured and the code has been received, but no customer sessions have taken place yet.
Active: Scheduler is fully configured and the code has been received and there are active customer sessions.
Inactive: Scheduler is disabled.
Last Modified Date: See the date your scheduler was last modified.
Scheduler Actions
You can perform the following actions from the Action 
menu on the Scheduler card:
Edit: Go to the Advanced Settings page for the selected scheduler. Any changes made after the scheduler is installed on the site takes effect immediately.
Get code: Go directly to the Installation screen for scheduler code and direct links.
Performance: Track key performance metrics related to your scheduler in a custom date range.
Select as Default: Select a default scheduler out of the group that shows up before the customer provides their zip code and service selection.
Note: Choose this setting when you have multiple schedulers in a company that covers different areas/regions. For example, if you have an internal-only scheduler for your techs, you should disable routing for that scheduler so that it is not publicly-accessible.
Set as Routable: Choose which schedulers should be part of your routing.
Note: You should receive an error if you try to set up routing for schedulers where there is overlap between zones and trades offered.
Duplicate: Create a new scheduler using all of the existing settings of this scheduler. This is useful if you need to quickly create several schedulers with slight differences between them.
Inactivate toggle: Disable this scheduler.
Note: This causes the scheduler to no longer function on your site, and could lead to a broken Reserve with Google link if this scheduler is configured for the RWG integration.
Delete: Remove this scheduler from Scheduling Pro entirely.
Note: This causes the scheduler to no longer function on your site, and could lead to a broken Reserve with Google link if this scheduler is configured for the RWG integration.
Export: Export Scheduler key to make a copy of this scheduler's settings and import it to another tenant account.
Track performance metrics
To track key performance metrics for your scheduler within a custom date range:
Open the Action
menu on the Scheduler card.Click Performance.
Select a date range from the fly out.
Click Apply.
Click
to export the report.
Performance metrics
The flyout shows the following performance metrics:
Filters: Narrow down the performance flyout and export results.
Date Range: Define the start date for revenue calculations or first session date in the performance flyout and export results. This defaults to the first session date.
Time Zone: Select the time zone you want to see results for.If not set, it defaults to your scheduler’s time zone.
Exclude sessions before your first completed job: Filters out session results that occurred before the first completed job booked through the scheduler.
Total sessions: The number of times in the given period your scheduler script has been opened.
Total customer contacts captured: Unique email address and/or phone number captured after a customer reached the contact information step of the scheduler.
Total appointments booked: Booked appointments in this scheduler in this period.
Active Completion Rate: The ratio of booked jobs to active sessions in the given period, showing how often engaged customers complete a booking.
Total active sessions: The number of unique sessions where customers accessed your scheduler and actively engaged with it, excluding bot traffic.
Total bookings created: The total number of confirmed bookings made through your scheduler during the selected time period.
Abandoned sessions sent as bookings: The number of sessions where customers exited before completing the booking process, but the session details were still sent to you as unconfirmed bookings.
Open completion rate: The ratio of booked jobs to total scheduler sessions, reflecting overall engagement with the scheduler from all customers.
Export:Generates a spreadsheet with session data for a selected period and key scheduler conversion metrics by steps.
For more, see Understand Session Data Fields in Performance Exports.
Note: Scheduling Pro data is available in Enterprise Hub rollup reporting, enabling Enterprise Hub users to easily track session performance, conversion funnels, and ROI across all tenants.
The scheduler export also includes the following:
Appointments by Category: Daily count of appointments booked during the reporting period by trade or category.
Scheduler Milestones: Number of occurrences for each milestone:
Opened: Scheduler launched.
Interacted: User clicks within the trade or issue section.
Zipcode: Zip code entered or auto-captured.
Issue: Trade or issue section completed.
Schedule: Selected session date and time.
Customer: Customer lookup performed.
Booked: Job successfully booked.
Lead Capture Funnel: Summary of scheduler outcomes with dropoff and trend percentages compared to the previous period, including total sessions, active sessions, contacts captured, jobs booked, and completion rate.