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Online Scheduling

Eliminate the back-and-forth of booking inspections. Share a single link where clients pick a time and submit their details, with every request reviewed before it's confirmed. Everything flows into Eneris automatically, so you spend less time coordinating and more time inspecting.

Booking page​

A Booking page is the public page you publish for clients to book through. You can share the link with clients directly or link to it from your website.

With booking pages you can:

  • Publish a shareable Booking link for each service you offer.
  • Control your availability with weekly time windows, lead time, slot granularity, and conflict blocking.
  • Decide which client details to collect, and which are optional or required.
  • Optionally attach quote line items so an Invoice is created the moment a booking is accepted.
  • Review Pending, Accepted, and Rejected booking requests in one place.

The Bookings hub​

Selecting Bookings in the main side menu opens the Bookings hub. A small notification dot appears on the menu item whenever there are pending booking requests, so they are easy to spot at a glance.

Bookings entry in the side menu with a pending notification dot.

The hub has two tabs:

  • Booking requests, where you review and decide on incoming requests.
  • Booking pages, where you create, share, and edit the public pages clients book through.

Sharing a booking page​

On the Booking pages tab, each card shows the page name, an Enabled or Disabled badge, the assigned Inspector Profile, and the timestamp of the most recent submission.

  • Select the copy icon to copy the booking link to your clipboard.
  • Select Open booking link to open the public page in a new tab.
  • Select the delete action to remove a page.
Booking pages tab showing an Enabled page with copy and Open booking link actions.

Creating a booking page​

Select New booking page to open the creation form. You can either Start blank or Duplicate existing, which clones the configuration of a page you already have.

The form is grouped into five sections.

General​

  • Name (required). Internal name that is unique across your team.
  • Inspector Profile (required). The profile that bookings on this page will be associated with.
  • Form Template (required). The template used when an accepted request becomes an Inspection.
  • Success Message. The text the client sees on the confirmation screen after submitting.
  • Theme. Choose System, Light, or Dark for the public page.
  • Member Notifications. The team members who get emailed when a request arrives. The assigned inspector is always emailed, even if they are not selected here.
Create booking page form showing the General section.

Service Details​

Set the service name, description, and duration.

You can optionally add quote line items (unit price, quantity, tax rate). When an inspector accepts a booking request, these items are used to create an unpaid Invoice for the new Inspection.

info

Quote line items are a frozen snapshot taken when the booking page is saved. Later edits to the underlying Pricing Items do not propagate to existing booking pages.

Availability​

  • Timezone. Used to compute available slots and shown to the client on the public page.
  • Weekly time windows. For each day of the week, set the start and end times of the window during which clients can request appointments.
  • Lead time. Minimum advance notice for a booking. Defaults to 24 hours.
  • Max days ahead. How far in the future bookings are allowed (1 to 180 days).
  • Time slot interval (minutes). Granularity of the time grid the client picks from. Defaults to 60 minutes.
  • Buffer time between bookings (minutes). A gap padded between existing inspections and pending booking requests when blocking conflicts. Defaults to 0.
  • Block off times that conflict with other inspections. When enabled (the default), slots that overlap existing inspections or pending booking requests are hidden from the client.
Availability section with weekly time windows, lead time, and slot step.

Client Fields Configuration​

For each of the following fields, decide whether it is Off, Optional, or Required on the public page:

  • Phone
  • Current primary address (the address that your client currently resides at)
  • Contact role (the dropdown of who is requesting, e.g., Buyer)
  • Additional notes (with a customizable label and helper text)

Name and email are always required and cannot be turned off.

Client Fields Configuration with Off, Optional, and Required selectors.

A single Enabled / Disabled toggle that controls whether the public link is live. Disable a page if you want to pause new submissions without deleting the configuration.

Once you are happy with the form, select Create booking page. You can return to edit any section later.

The scheduling page​

Clients open your booking page at a shareable link. No sign-in is required.

The page is a three-step form with a header card showing the assigned inspector's name, your business name and portrait photo, the service name, and the quote amount.

Step 1: Service time​

The client picks an available time from a grid filtered by your availability rules.

Scheduling page step one with the availability grid.

Step 2: Service address​

The client enters the address where the inspection should take place.

Step 3: Tell us about you​

The client provides their contact details. Which fields are visible (and which are required) depends on your Client Fields Configuration.

Success state​

After submitting, the client sees a confirmation screen with a checkmark, the heading We got your request., a line that reads A confirmation of your request has been sent to [email], a summary of the booked date, time, and duration, and the request ID at the bottom.

Scheduling page success screen with the We got your request. headline.

Managing booking requests​

The Booking requests tab lists submissions across all your booking pages. Use the status filter at the top to switch between Pending, Accepted, Rejected, and All.

Each request card surfaces:

  • Requested date and time, shown in the booking page's timezone.
  • Service name and quote total.
  • Contact name, email, and phone (if collected).
  • Service address (if collected).
  • Contact role and additional notes (if collected).
  • Submission timestamp.
Booking requests tab on the Pending filter showing Accept and Reject actions.

Accept​

Creates a new Inspection using the request's address, contacts, profile, and form template. Any Additional notes the client submitted on the public page are carried over into the Inspection's Internal memo. If the booking page has quote line items, an unpaid Invoice is also created.

Reject​

Marks the request Rejected. The client is emailed an update with the subject Update on your booking request, and the assigned inspector is CC'd.

Delete​

Removes the request entirely.

Modify request​

Pending requests can be edited in-place from the request card via Modify request. Only the following fields are editable:

  • Requested time
  • Duration
  • Service address
  • Notes

Other details (the contact's name, email, phone, and role; the assigned inspector profile; the form template; and the service line items) are frozen at submission and can only be changed once the request is Accepted and the resulting Inspection is created. From there, edit them on the inspection itself.

info

Only Pending requests can be modified. Once a request is Accepted or Rejected, the Modify request action is no longer available.

Notifications​

Booking lifecycle events trigger email notifications only.

  • New request submitted (public page submission):
    • The client receives a We got your booking request confirmation.
    • The assigned inspector receives a New booking request for [service name] email.
    • Anyone listed under Member Notifications on the booking page is also emailed.
  • Accepted: the client is emailed Your booking request is confirmed, with the assigned inspector CC'd.
  • Rejected: the client is emailed Update on your booking request, with the assigned inspector CC'd.

Permissions​

Booking pages and booking requests are role-scoped. Expand the permissions table on the Multi-Inspector page for the full matrix. In short:

  • Admin and Scheduler can create, edit, and delete booking pages, and can act on any booking request on the team.
  • Inspector can only see and act on booking requests that were routed to their assigned Inspector Profile.