Consumer scheduling allows the consumer to set a specific time for the signing appointment.
Steps for setting up an order for consumer scheduling
Step 1: Create an order with a date and enter the consumer’s email in the Signer section. Do not choose a specific time, but instead choose TBD, ASAP, in the morning, in the afternoon, or in the evening or leave empty.
Step 2: Select Only Create Order instead of Create the order & Start Search, by selecting the down arrow next to the Create the order & Start Search button.
Step 3: On the order page, where it usually says whether the appointment is unconfirmed or confirmed, it says Missing Time instead. From the list, select Contact Consumer.
Note: You can only choose to contact the consumer here when the Automator is not running and a notary has not yet been assigned.
Step 4: Send the email to the consumer to prompt them to choose a time for the signing.
Step 5: After the consumer selects the Pick your appointment time button, they will be offered a range of times for the date of the signing. If you have limited the time of the singing to a particular time of day (i.e., in the morning/afternoon/evening), the consumer's range of time choices will be limited accordingly.
Step 6: After the consumer chooses a time, you will be notified via email and can start the Automator to look for a notary. You can also always adjust the time of an order, if need be, by editing the order.