Before sharing your Web Scheduler with clients, it’s a good idea to test it yourself. This lets you experience the booking process from the client’s perspective — and catch any issues before going live.
Why Test?
- Make sure your availability is showing correctly
- Confirm that your service descriptions and pricing make sense
- Check your help text and branding
- Verify that booked jobs show up correctly in Tap Inspect
Test the Experience
Here’s how to run a full self-test:
1. Open Your Scheduler Link
- Go to Settings > Web Scheduler
- Click Copy Link, then paste it into a browser tab
2. Book an Appointment as a Client
- Choose one of your available time slots
- Select a Primary Service (and add-ons, if applicable)
- Fill in the booking form with your own name and contact info
💡 Pro Tip: Use your personal email so you can see any confirmation messages
3. Check Your Jobs Dashboard
- Open the Tap Inspect mobile app or your web account
- You should see the new job appear as a Tentative Job
- Open it to verify the details
4. Confirm the Job
- Tap Confirm to accept the booking and make it official
- This will also trigger your agreements, invoicing, and messaging, just like if you had manually scheduled the job.
What to Look For
- Do the service names and descriptions make sense to clients?
- Does the confirmation help text set clear expectations?
- Are unavailable times correctly blocked?
- Are you receiving notifications as expected?
Next Steps
Your scheduler is now live and tested! Next, learn what happens when real clients start booking:
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