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Customizing Your Bookings Page

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Practice Better makes it easy to create personalized booking experiences that reflect how you organize your services and serve different client segments. Custom Bookings Pages let you control which products clients see and how they're presented, ensuring each visitor gets a tailored booking experience. You can create multiple custom Bookings Pages to serve different purposes – whether that's organizing by client type, location, or service category.

In this article:

Understanding Bookings Pages vs. Booking Widgets

Before diving into customization, it's helpful to understand the difference between these two tools. A Bookings Page is a standalone web page with a unique URL that you can share directly with clients or link to from your website. A Booking Widget, on the other hand, is like a Bookings Page within a frame – it embeds inside another web page on your site. You can create Booking Widgets from individual services, packages, programs, or from custom Bookings Pages you've already created.

Creating a Custom Bookings Page

  1. Go to Settings & Preferences > Share My Link (goes to the Website Links & Widgets page).

     
  2. Click Add page under the Public Bookings Pages section.

     
  3. If you are the account owner on a Team, you’ll see a pop-up to choose between creating an individual or team bookings page. To start, select Individual. 
    See more details in this section: 

     
  4. Select a cover image either from the preset options or upload your own.  

     
  5. Complete 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 – Add a brief salutation and description of the products offered on the page.
       
    • Redirect URL – Redirect clients to a new page after their booking is completed. This will override any product-specific redirects and the redirect set in your Booking & Cancellation Settings.
       
  6. Use the Product descriptions picklist to change how product descriptions are presented to clients. You can choose to hide descriptions, display them in full, or display excerpts. The Excerpts option will clip descriptions after a certain length and allow clients to expand them if interested in reading more information.

📍 Note: Pricing visibility depends on the settings within each individual service, package, or program – there's no global setting for this at the Bookings Page level.

Adding Categories and Products

Categories help you organize products on your Bookings Page in a way that makes sense for your practice. For example, you might create a category for "New Clients" and another for "Returning Clients" or "Weight Loss Programs."

  1. Click the Fast Action Button in the bottom-right corner and select Add category.

     
  2. Add a name and optional description for the category and click Done.


     
  3. Click Add products to add services, packages, or programs to your category.


     
  4. Select from your Services, Packages, and/or Programs, clicking the checkbox next to each offering you want to add. Use the search bar within the picklist to quickly find what you’re looking for.


     
  5. After selecting one or more offerings, click Done to add the selected items to your custom bookings page. 

📍 Note: 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. Products can appear in more than one category if needed, though this might be confusing to viewers.

Reordering Products and Categories

Once you have more than one item on your custom Bookings Page, you can easily rearrange them to create the perfect flow for your clients.

To reorder products within a category:

Use the small up and down arrows next to each product to move them into your preferred sequence.

To reorder categories on the page:

Use the arrows next to each category name to change the order in which categories appear on your page.

This gives you complete control over how clients navigate your offerings – whether you want to highlight certain services at the top or organize them by importance, popularity, or client journey stage.

Adding Bookmarks

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 policy, and cancellation policies – giving clients quick access to important information while they book.

  1. Click the Fast Action Button in the bottom-right corner and select Add bookmark.

     
  2. Enter a title and URL for your bookmark and click Done to save it in your custom bookings page. 

     
  3. Locate your bookmarks at the bottom of your custom bookings page. Click the pencil icon to edit, or click the trash icon to delete the bookmark.
     
  4. After adding more than one bookmark you may rearrange them using the up and down arrows

     

How this looks on your public bookings page:

📍 Note: The left side menu and Bookmarks are not displayed in the mobile view of custom Bookings Pages.

Limiting Locations Available for Booking

By default, Practice Better allows your clients to request in-person sessions from all client-facing locations you've set up in your [link to: Company Profile] to allow bookings. If you'd like to offer only specific locations on a particular Bookings Page, you can easily restrict which ones appear.

  1. Open a custom booking page to Edit it. 
     
  2. Check the Limit in-person sessions checkbox.

     
  3. Select the location(s) you want to make available from the picklist.
     
  4. Click Save Changes near the top-right. 

This is particularly useful if you have multiple locations but certain services are only offered at specific sites, or if you're creating location-specific Bookings Pages for different client segments.

Setting a Bookings Page as the Default

Understanding the Default Bookings Page

Your Default Bookings Page is what clients see when they request products from the Client Portal or visit your default booking URL. 

You can find your Default Bookings Page URL under the Public Bookings Pages heading when you navigate to Settings > Share My Link.

Every practitioner in Practice Better has a Default Bookings Page URL that's automatically generated from their available Public offerings. This means that any Services, Packages, and Programs with the "Allow my clients to request sessions for this service" setting enabled will be displayed on the Default Booking Page — unless you've set a custom Bookings Page as your default.

Customizing the Default Booking Page

  1. Go to Settings > Share My Link.
  2. Create a new custom Bookings Page or edit an existing one.
  3. Enable the Use this page as my default option.

When you set a custom Bookings Page as your default, all clients will view this page when requesting products from the Client Portal. Your default page is also used when sharing your Default Bookings Page URL.

📍 Note: Client tag permissions cannot be enabled when a page is set as default.

Restricting Page Access Based on Tags

Tags are a great way to organize and segment clients in your account. You can [link to: use tags to categorize clients] by location, health concern, or primary practitioner – and then create dedicated Bookings Pages for each segment.

💡 Tip: You can create tags and set up automations to apply these tags automatically. Learn more about Automating Tags.

To enable tag restrictions for your page:

  1. Enable the Allow clients with specific tags to view this page checkbox.

     
  2. Select the appropriate tag(s) from the picklist.
     
  3. Select the conditional rules:
    • Any of the selected tags: Clients tagged with one of any selected tags will see this booking page in their client portal. 
    • All of the selected tags: Clients must be tagged with all of the selected tags to see this booking page in their client portal.

For example, if 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"), you can create a page offering services to clients from Green Street Clinic only by selecting that tag.

How Tag Restrictions Work

Tag restrictions only work when clients access the booking option through their Client Portal. Public direct booking links can be accessed by anyone who has the link, regardless of tags.

When you change a client's tags, they'll immediately see a different Bookings Page the next time they refresh their Client Portal.

For clients without any tags: Clients without tags will see your default Bookings Page in their client portal. This ensures everyone can still book with you, even if they haven't been assigned to a specific segment yet.

Multiple Tag-Based Pages

When a client's tags match multiple custom Bookings Pages, they'll see the Bookings Page that's positioned highest in your Public Bookings Pages list. The system evaluates from top to bottom, so positioning matters.

For example, if you have multiple Bookings Pages created for Green Street Clinic and all three are restricted to clients with the "Green Street Clinic" tag, then the top-most Bookings Page will supersede the pages below it.

You can reorder Bookings Pages by clicking the More Options menu (3 dots) and using the Move up/down options.

Tag-Based Pages versus Default Bookings Page

Bookings Pages with tag-based restrictions supersede the default Bookings Page. That is, if a client should see a page based on matching tags, Practice Better will 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 that allow clients to request products from other practitioners on the team. Individual team members can create their own custom Bookings Pages (with applicable permissions), but only the team account owner can create a Team-type Bookings Page that lists other practitioner team members.

  1. On the Website Links & Widgets page, click Add page.

     
  2. Select Team Bookings Page from the popup.
     
  3. 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.

Team members don't need to take any action to appear on a Team Bookings Page – the team owner manages the page and can add any or all team members as desired.

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.

Creating Separate Team Bookings Pages for Different Client Segments

You can create multiple Team Bookings Pages tailored to different client segments. Achieve this by using client tags in combination with the option to limit which team members are displayed on each Bookings Page.

Managing Team Member Changes

If a team member leaves your practice, here's what happens to their products on Team Bookings Pages:

  • If the services were owned by the departing team member, those services can be [link to: transferred to another team member]. It's recommended to test the front-end of the Bookings Page after making these changes. You can easily remove and re-add offerings to Bookings Pages as needed.
     
  • If the services were shared and not owned by the archived or deleted team member, this won't impact the Bookings Page.
     

Hiding Practitioner List in Left Navigation Menu

On the first step of your Bookings Page, Practice Better displays a list of practitioners available for clients to book. Clients can use this list to filter the available products based on those offered by a selected practitioner.

Enable the Hide practitioner list in left navigation menu option to hide the practitioner list displayed on this page.

Hide Practitioner Picklist for Shared Services and Packages

For shared services and packages, we display a "Select a practitioner" picklist on the bookings pages so clients can choose their preferred practitioner.

This setting hides the picklist for shared services, or packages that require booking at purchase, or include a practitioner’s program.

Understanding When the Practitioner List Can Be Hidden

The Hide practitioner picklist option works with Packages under specific conditions. For the practitioner selection to be hidden, your Package must meet one of these requirements:

  • The first booking in a package is set as mandatory at the time of purchase, OR
  • A package contains only programs or courses (not services), and those programs are attributable to a single practitioner.

If your packages include services and you don't require mandatory booking at purchase time, clients will need to select a practitioner during checkout to ensure clients can complete their booking.

Previewing and Managing Your Bookings Pages

Previewing Your Bookings Page

Once you've saved your custom Bookings Page, you can preview exactly what clients will see before sharing it.

  1. Return to the Website Links & Widgets settings page in Practice Better.
     
  2. Click on the title of your custom Bookings Page to open it in a new browser tab.

This lets you review the layout, test the flow, and make sure everything looks perfect from a client's perspective.

Editing Your Bookings Page

To make changes to a Bookings Page you've already created:

  1. Find the page listed on the Website Links & Widgets settings page in Practice Better.
  2. Click Edit next to the page name.

✅ Good to know: Changing the contents, title, or label of your Bookings Page won't change the URL. Any links you've already shared will continue to work.

What Happens to Existing Bookings When You Make Changes

Nothing happens to already scheduled sessions when you modify a custom Bookings Page. Changes only affect what's displayed on that public web page going forward. However, if you remove a custom Bookings Page entirely, it will delete the URL – so if the page is linked on a third-party website, that link will no longer work.

Deleting a Bookings Page

To delete a Bookings Page:

  1. Find the page listed on the Website Links & Widgets settings page.
     
  2. Click the More Options menu (3 dots) next to the page and select Delete.

     
  3. Confirm your choice and click the Delete button on the pop-up.

⚠️ Important: Deleting a Bookings Page can't be undone.

Using Your New Bookings Page

Once you've created your custom Bookings Page, you're ready to share it with clients.

Getting Your Bookings Page Link

  1. On the Website Links & Widgets page, click Get link next to your Bookings Page.

     
  2. A pop-up will appear where you can copy the URL of your custom Bookings Page.

     
  3. Share this link directly with clients or add it to your website.
     

💡 To promote your bookings page on social media and other platforms, it’s recommended to use the option to Create short link. 

Creating a Bookings Widget

Alternatively, you can create a custom Booking Widget modeled after the custom Bookings Page you've created. 

  1. Scroll down your Website Links & Widgets page to the Booking Widget section. 
     
  2. Select the Bookings Page that you'd like to model your widget after to display and embed the HTML code onto your website.

     
  3. Click the code block to copy it (one-click copy) and add it to a custom HTML section on your external website. 

Understanding the Client Booking Experience

When clients select a product from your Bookings Page, they'll follow a booking flow similar to scheduling from the Client Portal. They'll first choose a product, then select their preferred date and time from your available schedule. Each product requires a separate booking – clients can't book multiple products or services in a single transaction.

Customizing Your Branding

On the Plus plan and higher, you can add custom branding, including colors, logo, and even a personalized subdomain to your Bookings Pages.

Tracking Bookings Page Performance

While Practice Better doesn't have built-in analytics for tracking which Bookings Page a client used to book an appointment, you can set up tracking using third-party analytics tools like Google Analytics or Meta Pixel.

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