SwiftReporter

Public Booking

Public Booking

SwiftReporter public booking settings

Public Booking lets customers schedule an inspection visit through a web link you share. A successful booking creates an appointment only—you still attach or create the inspection and send agreements or invoices afterward.

Before you begin

  • You need Back of House access, included with All-in-One and All-in-One Trial access.
  • Customers book through your web link; there is no customer booking screen in the mobile app.

Set up public booking

On the web

  1. Open Account and find the Public booking card.
  2. Turn on Enable public booking page.
  3. Set the appointment name, duration, buffer, daily booking limit, minimum advance time, and maximum advance window.
  4. Under Business hours, choose your timezone and set weekly open hours.
  5. Under Shareable booking link, use Copy to share the URL, Open to preview it, or Regenerate to replace it. Regenerating immediately stops the old link from working.

On mobile

  1. Open Settings and find the Public booking card.
  2. Turn on Enable public booking page.
  3. Configure the appointment name, duration, buffer, daily limit, advance window, timezone, and weekly business hours.
  4. Under Public URL, tap Copy or Share to send the web booking link to customers.

What customers do

  1. Open your public booking link and choose a date and start–end time.
  2. If your team is shown, choose a team member or Any available.
  3. Enter contact details. Property address and notes are optional.
  4. Request the emailed six-digit verification code.
  5. Enter the code and select Confirm booking.
  6. On the confirmation page, select Go to portal. Verification signs the customer into the portal automatically, so a second login is not required.

If the selected slot is taken before confirmation, the customer is prompted to pick another time.

What happens after a booking

  • SwiftReporter creates a normal appointment and sends the usual customer and inspector notifications.
  • Mobile appointment lists may show a Public booking label.
  • Open the appointment details to link or create an inspection, send agreements, and create invoices.

Troubleshooting

  • Online booking is unavailable: Turn on the public booking page, confirm your Back of House access, and share the current link.
  • No time slots appear: Check that the day is open, has capacity, and falls within the advance window.
  • An old link stopped working: Share the current URL; regenerating a link invalidates the previous one.
  • The verification code did not arrive: Check spam and the email spelling, then request another booking attempt if the hold expired.
  • The selected slot was taken: Choose another available time and confirm again.

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