How to Manually Place an Order Using the Scheduler: Step-by-Step Guide

Learn how to manually place an order using the scheduler, including tips for booking, selecting options, and managing time slots for real estate services. Follow this step-by-step guide for a flexible and efficient booking process.

By Kyle Lux

In this guide, we'll learn how to manually place an order using the scheduler. This process gives you flexibility to adjust booking details, such as time slots and property information, even though it may require more steps than automated options.

You will see how to create a new order, select services like a 3D tour, and update event details as needed. Sending a booking confirmation email is also part of the process.

Let's get started

Adriana, if you want an example of placing an order manually, the best place to start is to go into the scheduler. That's the simplest way to book.

1
Click on "ǝ Scheuler"
Step #1: Click on "ǝ Scheuler"

It's not as user-friendly when selecting different options in the booking flow. It's a bit grittier and more manual. Ultimately, because of the flexibility you have with manually moving things around, that's the best option. I am under Scheduler. I will click Create, then select Create a New Order.

2
Click on "Schedule + CREATE"
Step #2: Click on "Schedule + CREATE"
3
Click on "order I"
Step #3: Click on "order I"
4
Click here
Step #4: Click here
5
Click on "+"
Step #5: Click on "+"

We can do this for the test user.

6
Click on "Search for customer I"
Step #6: Click on "Search for customer I"
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Type "test"
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Click here
Step #8: Click here
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Click on "Real Etate"
Step #9: Click on "Real Etate"
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Click on "Add wore information"
Step #10: Click on "Add wore information"
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Click on "I"
Step #11: Click on "I"

Let's work on our house.

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Type "99f"
13
Type "99f"

Um ...

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Type "909 floyd way"
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Click here
Step #15: Click here
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Click here
Step #16: Click here
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Type ".1"
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Type ".1"
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Double-click on "I"
Step #19: Double-click on "I"

This is what I was talking about.

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Type "1550"
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Click here
Step #21: Click here
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Click on "New"
Step #22: Click on "New"

It's a bit more manual and not as visually exciting. Let's say we want a 3D tour.

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Click here
Step #23: Click here
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Click here
Step #24: Click here

This one may take a little time. We will answer these questions.

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Click on "Next"
Step #25: Click on "Next"
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Double-click on "I"
Step #26: Double-click on "I"
27
Type "Backspace"
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Click on ", please come at selected time"
Step #28: Click on ", please come at selected time"

Come when we want.

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Click on "♡"
Step #29: Click on "♡"
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Click on "I"
Step #30: Click on "I"

What are the best features of the property? We like our backyard, which borders the park.

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Type "We like our backyard which backs up to the pack"
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Click on "I"
Step #32: Click on "I"

I don't know yet how to ... How access will be provided.

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Type "I don't know yet how access will be provided"
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Click on "I"
Step #34: Click on "I"

Let's change this date.

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Type "ASAP"
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Type "ASAP"
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Double-click on "ASAP I"
Step #37: Double-click on "ASAP I"

Let's go. It will go live on April 1st at 4.

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Type "Backspace"

04/01/26.

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Type "0401/26"
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Click on "04/01/26"
Step #40: Click on "04/01/26"

Then select a time slot on the calendar.

41
Type "/"
42
Click on "I"
Step #42: Click on "I"
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Click on "Select time lot on calendar"
Step #43: Click on "Select time lot on calendar"

I'll try to fit it in tomorrow, on Friday. There's not enough time. I have a 25-minute travel buffer. For example, the 12:30 to 2:30 PM slot, which currently says "external," can be moved. Click here, and if you want to do it, hit Save Event.

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Click here
Step #44: Click here

If I need to make any changes, for example, if it will take a little longer because of...

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Click on "2:00 pm"
Step #45: Click on "2:00 pm"

insert some note. I think it will be very fast because the home is empty, so we can go ahead and make changes. We change the start and end times.

46
Click here
Step #46: Click here

I generally recommend not changing the start and end times unless it is absolutely necessary for a specific reason. For the most part, it's very accurate. We're going to hit Save Event.

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Click on "Save event"
Step #47: Click on "Save event"

There we go. That's a good event. Yes, send the booking confirmation email to the customer. We always do that.

48
Click here
Step #48: Click here
49
Double-click on "I"
Step #49: Double-click on "I"

That's fine. Then, in the booking flow, select Real Estate and add more information.

50
Click on "Kyle Lux Test User Account"
Step #50: Click on "Kyle Lux Test User Account"

It's ready to use.