In your ISN go to Settings -- Office Settings -- Interacting with my Clients and Agents -- Real Estate Pro Dashboard.

Check the box labeled Allow my Agents to add notes to their orders.ย 

Then scroll down and hit Save Settings.

Then a new text field will show up at the end of the scheduling process before the agent confirms their order.

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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