Scheduling & SMS
Customer booking policy and links
Review eligibility, create or revoke a customer booking link, and reconcile uncertain booking requests.
Customer booking policy and links
Review eligibility, create or revoke a customer booking link, and reconcile uncertain booking requests.
Where to find it
Open Account > Customer scheduling > Launch > Customer access.
Review launch prerequisites and policy
Customer access depends on working verification delivery, a saved enabled customer eligibility policy, and a ready scheduling engine. Read the current launch blockers; this guide does not imply these are enabled for your account.
The eligibility policy is disabled by default. In the advanced policy area, review Policy JSON with the authorized scheduling owner, choose Save customer policy, and verify the saved status. Reload policy replaces unsaved edits with the current policy. A displayed edit is not an enabled saved policy; do not enable it simply to bypass an eligibility blocker.
Check existing booking requests
Enter the intended PestRoutes customer identifier in Customer ID and choose Check booking requests. This view returns unresolved pending/partial booking requests, not completed booking history. Inspect their individual operations for unknown outcomes. An unresolved partial/unknown booking needs reconciliation with the CRM before another booking attempt; creating another link is not recovery for an uncertain booking.
Create or replace the link
- Confirm the correct customer ID, delivery readiness, and saved policy.
- Resolve the listed launch blockers and any unsaved policy change.
- Choose Create or reset link and inspect the result. Resetting replaces the previous link for that customer.
- Use Copy link to provide the saved link through the intended channel, or Open customer link to inspect its entry flow.
- Use Revoke this link when the saved link should no longer be usable, then verify the resulting status.
Link creation does not itself book a visit. Customers still complete verification, service selection, window review, and confirmation. Revoking a link does not undo a previously confirmed appointment.