This article explains how the Check Box Control works and how to add it to the Order Form and/or the Online Scheduler.
(If you want to know the steps on how to add a new control, click here: Adding Controls to the Order Form)
By using this Control you can add a Check Box in your Order Form and/or the Online Scheduler to have the client, inspector, and/or office manager let you know specific information. This is normally used when you need a very straightforward, or Yes or No answer without giving many options.
These are the Check Box settings that you have to set up before adding it to the Order Form Sections:
1.- It is a preview of how this Control will look like in the Order Form.
2.- The Control Dropdown, allows you to choose the type of control you'll be adding.
3.- How would you like to name the Control in your ISN
4.- Short description of this new Check Box Control
5.- Name for the checkbox on your Order Form
6.- Name for the checkbox on your Online Scheduler
Once you have finished setting up the Control, click on the Add Control button to save them.
You will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
This is how the Control will look like in the Order Form:
If you want this same Text Box Control added to the Online Scheduler, open the OS settings (Settings, Office Settings, Online Scheduler V3 Settings), and go to the Order Form Controls to enable it:
If you want to change the display order for that Control you can do it at the right side of the Order Form Controls settings:
In the image below you can see two checkboxes that have been added to the Online Scheduler, Client Attending and Contact Buyer's Agent for Access:
When a checkbox is selected, the Order Form will be automatically updated with that information.
If you have any questions about this information please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.