Scheduling
Choose how checkrides get scheduled: you, the automatic scheduler, or applicants booking open slots themselves.
How the Automatic Scheduler Works
How the scheduler offers your availability to your waitlist, in Automatic and during a Self-Serve head start.
Enabling the Scheduler
Choose how checkrides get scheduled: Manual, Automatic or Self-Serve, and what a change does when you save it.
Letting Applicants Book Open Slots
How Self-Serve works: applicants book your open time themselves, first come, first served.
Setting and Changing Your Release Schedule
When each date opens for booking in Self-Serve, the waitlist head start, and what changing them does.
Configuring Scheduler Priorities
Choose how the scheduler optimizes your schedule: by revenue, time, count, variety, or waitlist order.
Setting Min/Max Days in Advance
How far ahead checkrides are offered or opened for booking, and how close to a checkride anything can be booked.
How Discontinuances and Disapprovals Are Rescheduled
How to use the follow-up step to return an applicant to your waitlist or schedule a new checkride after a discontinuance or disapproval.
Understanding Scheduler Offers
How the scheduler generates and sends checkride offers to applicants.
Monitoring Scheduler Performance
How to review scheduler metrics like fill rate, offer response rates, and slot utilization.