Calendar settings options

Use Scheduling Settings in Settings to control how scheduling and calendar-adjacent behavior works across quote, internal scheduler, and online scheduler flows.

Written By Ryan Wagner

Last updated About 1 month ago


Where

  • Open Settings -> Scheduling.

  • The page metadata is Scheduling Settings.

When

  • Use this page when schedulers need to tune default hold behavior, visibility in quote/online scheduler views, and booking guardrails.

  • Revisit it after process changes (for example, switching from unconfirmed to confirmed booking defaults).

What

Common sections and labels on this screen include:

  • Quote Scheduler Settings

    • Default Hold Duration (Hours)

  • Quote Portal Settings

    • Show Service Description

    • Display Day-Of Slots

    • Show Inspector Info

  • Internal Scheduler Settings

    • Drive Time Conflict Alerts

  • Job Booking Defaults

    • Create Booked Jobs as Confirmed

  • Referral Source Options

    • Referral Source Option input and chip list

  • Online Scheduler Settings

    • Show Inspector In Online Scheduler

    • Show Primary Service in Addon Recommendations

    • Show Pricing In Online Scheduler

    • Next Day Cutoff Time

    • Max Sqft Online

  • AI Addon Service Recommendations In Online Scheduler

    • Custom AI Prompt Guidelines

  • Service Filter Configuration

    • Online Service Filter card with Configure Filter

After

  • Saving shows Settings Saved / Schedule settings saved successfully.

  • New values apply to scheduler and online scheduler behavior that depends on these settings.

Caveats

  • Some settings affect client-facing scheduling (for example online visibility and price display), so confirm with operations before changing defaults.

  • Availability depends on account permissions and company setup.

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