How to enable the Schedule Appointment for Site Survey setting and how to assign users for site survey appointment?

Note: You need to make sure to create an Appointment Type for a site survey. You can learn more about it in the article “How to set up the Appointment Module?” or ask the admin to add it to your database

Step 1: Click on the “Hi, Username” in the top right corner and select “Settings”.

Step 2: Scroll down your settings and find “Appointment Settings”.

Step 3: Click on the “Edit” button on the far right.

Step 4: Turn on the toggle next to “Enable Appointment Schedule For Site Survey” .

Step 5: Select “Site Survey” from the drop-down menu next to the “Appointment Type Schedule For Site Survey” option.

Step 6: Click “Update”.

How to assign a user for the Site Survey Appointment with the customer?

Step 1: Locate “Project” from the main menu and select your project.

Step 2: On the very top of the project page you can find an option called “More +”.

Step 3: Select “Schedule Site Survey”.

Step 4: Select the user for a site survey appointment.

Step 5: Click “Send”.

Step 6: An email will sent with the scheduled site survey link.

Step 7: The customer can use the link to book the appointment for their site survey.