Continued from Perceptionist Setup Part 1
Once linked to the Perceptionist Call Center System, the following information will need to be set up in your ISN.
First you must have all your Inspection Types set up. Inspection Types Article: Add Inspection Types
Set up your Fees (pricing)Fees Help Video: Add a Fee
Set up Inspectors Online Scheduler Availability: Calendar Availability Help Article: Set Availability for Online Scheduler and Real Estate Dashboard
Now you are ready to set up your Online Scheduler. This will help Perceptionist see your services, availability and fees.
You should be specific about your services.
For example:
Home Inspection
Condo Inspection
Townhome Inspection
Termite with Home Inspection $75
Termite - Stand Alone Service $100
Setting Up New Services in the Online Scheduler
Online Scheduler V2:
Go to Settings --> Office Settings --> Online Scheduler V2 Settings, then open the Services tab and click on the "Add Service" option.
Be sure to include a service name, public name and description. Match that service to your Inspection Type by using the drop down. Also add Inspectors and add a fee. Don't forget to Add (save).
Online Scheduler V3
Go to Settings --> Office Settings --> Online Scheduler V3 Settings, then scroll down until you see the Services section and click on "Add Service".
We recommend you to follow the next article as well as the Services settings has also its own section and it's easier to access: Adding New Services.
After you have all your services created, you can test how The Online Scheduler looks by going to "Preview" tab on the OS V2 or going to the last option on OS V3
When you are satisfied with your fees please email Perceptionist at info@perceptionist.com and let them know your ISN is ready.