My Online Schedule is where you set the days and times each inspector can be booked through your Online Scheduler. You can add time slots, set a daily inspection limit, block dates, and control how the order form filters and suggests inspectors by distance. There is no Save button. Changes save automatically, and the top right of the page reads Saving… while a change is going through.
Open My Online Schedule
In the blue main menu, select Calendar, then My Online Schedule.
Choose an inspector
Under Overview, use the Inspector drop-down to pick whose schedule you want to manage. Owners and Office Administrators who also have Company Calendar Access can pick any inspector in the office. Everyone else sees only their own schedule.
Set available time slots
Under Availability, each day of the week lists the time slots the inspector offers. A day with none reads No Availability.
Click Add Time Slot under the day. A new slot starts at 8:00 AM to 11:00 AM.
Use the From and To drop-downs to set the start and end time. The choices follow your office's scheduling interval (15 minutes unless your company changed it) and your workday hours.
Click Add Time Slot again to give the same day more slots, such as a morning and an afternoon.
To delete a slot, click the red X beside it.
You need the Can edit availability slots on My Online Schedule page privilege to add, change or remove slots. Without it the drop-downs are greyed out and the buttons are missing.
Limit the number of inspections per day
Turn on Limit how many inspections (inspector name) can be scheduled for per day.
Each day that has time slots now shows Max inspections per day on the right. Enter a number from 1 to 12. It saves when you click out of the box or press Enter.
The daily limit is a soft limit, not a block. Every time slot stays bookable, even on a day that has reached its limit. ISN uses the limit only to warn: staff booking on the order form see a warning that the inspector already has the maximum for that date, and the Online Scheduler still offers and accepts the slot. To stop bookings on a date, click Block on the slot or add a calendar event (see below).
Until you enter a number for a day, ISN uses your office's default daily limit if you have one. If you don't, it uses the number of time slots that day. This switch is set for each inspector, and it needs the same privilege as editing slots.
Block a date or time slot
Under Schedule, use Earlier and Later to move through the months. Dates where the inspector has time slots are shaded green.
Click the date you want to change. Its details appear below the calendar, with a line such as Available from 8:00 AM to 11:00 AM for each slot.
Click Block beside a slot to make it unavailable on that date only. Do this for each slot you want to block.
To undo it, click the date again. A blocked slot reads Schedule manually blocked from… and has an Unblock button.
The details panel also lists any orders and events already on that day under Also on this day. You need the Can block days on My Online Schedule page privilege to see the Block and Unblock buttons.
Blocking only affects the Online Scheduler, and we don't recommend it. It does not stop your office from booking that time, and it does not put anything on the inspector's calendar. To reserve an inspector's time, add a calendar event instead: select Calendar, then Add Event. See Calendar Event.
Set the order form distance settings
At the bottom of the page, the Settings section controls how the order form uses distance. It is shown only to Owners and Office Administrators who have Company Calendar Access, and it applies to your whole office, not just the inspector selected above.
Filter the inspectors on the order form by mileage to the subject property and postal code restrictions. When this is on, an inspector who is too far from the property, or too far from their next appointment, can't be selected on the order form. Turning it on shows:
Filter Method: Use estimated drive distance or Use estimated drive time
Starting Point: the office address, or the inspector's address (ISN uses the office address if the inspector has none)
Max Radius: the farthest you will drive for an inspection, in miles or kilometers
Max Next Inspection: the farthest you will drive from one inspection to the next, in miles or kilometers
Display a list of suggested appointments in the ISN order form's date time control. Shows suggested appointment times on the order form.
Display & sort the suggested appointments by the estimated mileage distance and time. This appears when both switches above are on, and orders the suggestions by distance and drive time.
Good to know
Changing a slot's From or To time clears any blocks on that slot.
If you set From later than To, or To earlier than From, ISN moves the other time to match.
The two privileges above are set on the user's Access tab. See Inspector Settings.
Troubleshooting
There is no Add Time Slot button, the time drop-downs are greyed out, or the daily limit switch is missing. The user needs Can edit availability slots on My Online Schedule page.
There is no Block button on a date. The user needs Can block days on My Online Schedule page.
The Inspector drop-down only shows one name, or there is no Settings section. Only Owners and Office Administrators with Company Calendar Access see other inspectors and the Settings section.
An inspector is missing from the drop-down. Open their user record under Admin, User Administration and check that Inspector is checked under Roles, and that they belong to the office you are working in.
An inspector isn't offered at a time you expect on the Online Scheduler. Check that the day has a time slot (the date is shaded green) and that the slot isn't blocked on that date.
Clients can still book an inspector who has reached the daily limit. This is expected. The limit is a warning, not a block. To stop bookings on that date, block the slot or add a calendar event.
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If you have any questions about this information, please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.