If you are using Online Scheduler V3

Navigate to Settings -- Office Settings -- Online Scheduler V3 Settings


First, we'll want to ensure the setting to collect seller's agent information is enabled in general Settings:

Next, we'll want to specify which pieces of Agent information we collect in the booking process

On the Quick Links bar, click Contact Types

Which will take you to the interface where you can select which pieces of information you collect for your Seller's Agent (and other contacts) in the Online Scheduler

If you are using Online Scheduler V2


Access the Online Scheduler Settings at Settings -- Office Settings -- Online Scheduler V2 Settings.

Then select to "Display the seller's agent step in the online scheduler."

Select Save Settings at the bottom of the page and you're done. Your online customers will now be able to enter any seller's information they may have when creating orders online.

If you have any questions, please feel free to give us a call at (800) 700-8112, or you can email us at help@inspectionsupport.net or open a chat in the upper right corner of your ISN!




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