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Set up your web scheduler

Choose what customers can book online and set your scheduler's contact info, messages, and colors.

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Written by Yuli from Onsite

Set up the web scheduler customers use to book with you online. You'll choose what they can book, then set the messages and colors they see.

Choose your contact info and services

  1. In Settings, select Web scheduler.

  2. Under Contact info, review your business name, phone number, and email.

  3. Choose the Trades you want to offer.

  4. Choose the Appointment types you want to offer.

  5. Review Exclude ZIP codes.

  6. To change the areas you serve, select Service area settings.

Set your messages and colors

Important: Match your messages to how your team handles requests. Don't promise a confirmed appointment time if your team still needs to confirm it.

  1. In Settings > Web scheduler, add a Disclaimer message. Customers see it at the booking review step.

  2. Set the Booking confirmation message.

  3. Review the Brand colors for light and dark modes.

  4. Select Preview to see the scheduler the way customers see it.

Related articles

  • Share or embed your booking form

  • Set your service area

  • Set your business hours

  • Add your company logo

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