What Happens When a Client Books

Once your Web Scheduler is live, clients can begin booking appointments — but what exactly happens in your Tap Inspect account when they do?

This article explains what’s created, how it behaves, and how to manage web-scheduled jobs.

A New Tentative Job Is Created

When a client books through your Web Scheduler:

• A new Tentative Job is added to your Jobs dashboard
• You’ll receive an email notification letting you know a new job has been scheduled
• The job includes all the client-provided details (name, contact info, selected services, etc.)
• The scheduled time is blocked off on your calendar

It behaves exactly like a job you created manually.

What You Need to Do

After a web-scheduled job is created:

1. Review the details
   • Check the client’s information, service selection, and time
2. Confirm or Reschedule to job
   • If everything looks good, hit Confirm
   • If you need to adjust the time, contact the client before confirming
3. Proceed with your normal Autopilot workflow

Autopilot Messaging Is Triggered

Once the job is confirmed:

• Your Autopilot messages (confirmation emails, reminders, etc.) will send just like any other job
• No extra setup needed — it’s the same workflow you’re used to

Next Steps

Want to go further?

• Review Your Autopilot Messages
• Common Questions About the Web Scheduler