Walk-through scheduler
Clients pick an open window that matches the crew calendar, with travel time built into each slot.
A staging walk-through is a booked visit, so the calendar, the property details and the furniture questions all need to be settled before a crew drives out. SIZ Group builds a booking and intake website for home staging companies that schedules walk-throughs and collects what the stylist needs in one step.
The office manager will want a schedule that matches the crew calendar, not a form that lands in an inbox. Acceptance means a staging walkthrough booking creates a calendar hold automatically, the stylist sees the property details before the visit, and the confirmation reaches the agent or homeowner without anyone retyping it. We would test those steps against a real crew calendar before launch.
Another proof point is the cancellation rule. The office manager needs to see how a reschedule is handled, when a fee applies and how the furniture delivery moves with the visit. Writing that rule into the booking flow costs far less than settling a dispute after a van has already been loaded.
Many staging companies run jobs from a spreadsheet, a project tool such as Trello or Asana, or a CRM such as HubSpot or Houzz Pro, and their crews check a shared Google Calendar. The booking site should write to whichever calendar the crew actually reads, rather than asking people to learn a new tool on their first day.
Inventory is the connection most teams underestimate. A furniture list entered on the booking form should appear on the inventory sheet with quantities, not be copied by hand. Keeping one inventory list also helps with the delivery window, because the crew can see which items need a truck and which fit in a van. Where a direct link is not practical, we connect the form to Google Sheets or QuickBooks through Zapier and confirm that route during the scoping call.
Staging demand often follows listing calendars, so a rush of walk-through requests can arrive over a few busy weeks and then slow. Your own booking history will show the pattern. The booking site should show the next open window from the staging availability calendar instead of a full-calendar message, and it should keep the furniture delivery window visible beside the visit slot.
During a rush, a waitlist for the next opening is more useful than a dead end. Quiet weeks are the time to refresh package photos, test the calendar sync and reword the cancellation terms. Set a rule for same-week requests so the crew is never booked into a visit it cannot staff.
Clients pick an open window that matches the crew calendar, with travel time built into each slot.
Each occupied home consultation is separated here, so the furniture list and visit length match the home.
Clients select rooms and furniture types from your package list, so the stylist arrives prepared.
The delivery window appears beside the visit slot, so both are confirmed in one step.
Confirmed visits write to the crew calendar and the CRM at the same moment, with no double entry.
A reminder goes out the day before with the address, the arrival window and the coordinator's phone number.
The booking site is only as good as the rules behind it. We need the crew calendar with working hours, the length of a standard walk-through, the package and furniture list, the delivery window rules and the cancellation policy as it is written today. Each package should also state the minimum notice a delivery needs, so the calendar never promises a van the warehouse cannot load. One person on your team should own those rules and approve the final wording.
We also need read access to the calendar the crew uses, plus an export of current packages and prices, which we copy into the form exactly as approved. Staff should never see client payment details they do not need for scheduling.
The coordinator is the person who decides whether the site succeeds. We walk through the calendar sync with her, show how to edit a booking and agree who answers a request that arrives after hours. A short checklist posted beside the phone helps the team keep the process steady.
Agents should find the new flow lighter, not heavier. Share a single booking link and explain the three questions the form asks. Ask two or three agents to try the flow on their phones before launch, and act on whatever slows them down.
Keep a copy of the cancellation wording at the coordinator desk too, so anyone answering the phone can quote it without checking the site.
Track the operational numbers the site should move: walk-throughs booked each week, the share of requests that arrive with complete property details and the number of reschedules after the confirmation email. Compare them with the three months before launch so the change is clear.
Review the figures with the coordinator each month and change one thing at a time, such as the order of form fields or the reminder wording.
Pricing is set by scope, and our range runs from $300 to $2,200. The number of packages, the calendar connections and the inventory integration are the main drivers. The price is written down once the calendar and inventory details are known.
Yes. Clients enter the property address, their visit preference and the furniture needs, then pick a window. An account is not required, and the confirmation email serves as the record for both sides.
The form shows the next open window and offers to add the request to a waitlist. The coordinator receives the request with the details already filled in, so nobody has to call the agent back for the address.
It can route them. You decide which requests count as urgent, such as a listing that goes live within days, and the form sends those to the coordinator's phone as well as the inbox. The rule is set with your team rather than guessed by the site.
Most routine bookings will move online, but a call still matters for complicated homes, cancellations and disputes. The site takes the repeat questions about hours, packages and addresses off the phone, so the coordinator can focus on visits that need judgment.
Begin with a free scoping call with our team in Austin, Texas, and review the written scope before any commitment.