How to Connect Smith.ai and ServiceTitan (Schedule Engine)

Schedule Engine integrates with ServiceTitan, Housecall Pro, and Successware. They provide customers with a website widget that allows scheduling appointments online. This means Smith.ai receptionists can book appointments on your behalf and they'll go directly into your system.

We can book appointments on multiple calendars within a single Smith.ai account. For example, if you'd like your receptionists to book appointments for different services you offer, we can do so — just send us each service's ServiceTitan link, along with any necessary directions for proper use.

If you aren't already using Schedule Engine, you'll need to first set up Schedule Engine.

  1. If you are a ServiceTitan customer wanting to use Schedule Engine, Account configuration is required for this feature. Please contact the Marketing Pro team at marketingpro@servicetitan.com per this article.
  2. Create a Schedule Engine Campaign inside ServiceTitan.

If you are already using Schedule Engine, follow these steps to embed it on your website:

  1. Following the Scheduler Installation Guide to embed the Schedule Engine widget on your website page.
  2. After you've added the Schedule Engine widget code to your website, copy the link and email it to support@smith.ai, with the subject line "Connect my Schedule Engine account." If you're providing more than one booking page link, please give us directions for the correct way to book appointments on each calendar.
Please note: Appointment booking is an add-on service for Starter, Basic, and Pro receptionist and chat plans, and will incur an extra fee.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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