Custom Bookings Pages allow you to customize which products (services/packages/programs) are displayed and in which order.
- Creating a Custom Bookings Page
- Adding Categories and Products
- Adding Bookmarks
- Setting a Bookings Page as the Default
- Restricting Page Access Based on Tags
- Limiting Locations Available For Booking
- Creating a Team Bookings Page
Creating a Custom Bookings Page
1) Go to your Settings & Preferences > Website Links & Widgets page.
2) Click Add page under the Public Bookings Pages section:
3) Select a cover image and provide information for the following fields:
- Label - Use this to easily identify your custom page in the list of created pages (e.g. "New Client Bookings Page"). This label is not displayed to your clients.
- Page Title - The title displayed to clients when they visit your page (e.g "Book an Appointment")
- Welcome Message - e.g. a brief salutation and description of the products offered on the page
Use the Product descriptions picklist to change how product descriptions are presented to clients. You can choose to either hide descriptions, display in full or display as excerpts. The Excerpts option will clip descriptions after a certain length and allow clients to expand them if interested in reading more information.
Adding Categories and Products
Categories allow you to organize products on your Bookings Page. For example, you may want to create a category for "New Clients" and another for "Returning Clients" or "Weight Loss Programs".
Click the Fast Action Button in the bottom right corner, then select Add category:
Add a name and optional description for the category, then click Done.
Click Add products to add services/packages/programs to your category.
You can also add products directly to the page (without a category) by selecting Add products from the Fast Action Button in the bottom-right corner.
Bookmarks appear to the left of your products when clients visit your page from a computer or tablet. Use bookmarks to add links to your website, privacy, and cancellation policies.
Limiting Locations Available For Booking
By default we allow your clients to request in-person sessions from all client-facing locations you've set up in your Company Profile.
You can restrict which locations are presented to your clients on this page by checking the Limit in-person sessions checkbox, then select the locations from the picklist below:
Setting a Bookings Page as the Default
Enable the Use this page as my default if you'd like all clients to view this page when requesting products from the Client Portal:
Your default page is also used when sharing your default booking URL:
Restricting Page Access Based on Tags
Tags are a great way to organize and segment clients in your account. You can use tags to categorize clients by location, health concern or primary practitioner.
Enable tag restrictions for your page to ensure only clients with specific tags will see the page when requesting products from the Client Portal.
For example, let's say you work at two locations and you've applied tags to organize these segments of clients (e.g. "Green Street Clinic" and "Main Street Medical Center").
If you'd like to set up a page offering services to clients from Green Street Clinic only, enable the Allow clients with specific tags to view this page checkbox. Select the Green Street Clinic tag from the picklist below:
If you want to restrict a page to clients with more than one tag, e.g. a location tag ("Green Street Clinic") AND a health concern ("Diabetes"), click the Match clients who have picklist then select All of the selected tags from the options provided.
Tag-Based Pages versus Default Bookings Page
Bookings Pages with tag-based restrictions supercede the default Bookings Page. That is, if a client should see a page based on matching tags, we'll display that page instead of your default page.
The default page will be displayed if no tag-based pages match the client's available tags.
Creating a Team Bookings Page
On our Team Plan, team owners can create Bookings Pages which allows clients to request products from other practitioners.
On the Website Links & Widgets page, click Add page then select Team Bookings Page from the popup:
When adding new products to the page or to a category, you will first be prompted to select the team member, then a list of their available products:
By default, clients will be able to request products from all practitioners in your team. You can restrict which team members are listed on your page by checking the Limit team members checkbox:
Using your new Bookings Page
On the Website Links & Widgets page, click Get link to share your Booking Page with clients or link to it from your website.
Alternatively, you can create a custom Booking Widget modeled after the custom Bookings Page you've created. Just select the Bookings Page that you'd like to model your widget after under Services and packages to display and embed the HTML code onto your website.