Creating booking

Easily set up and customize booking events while allocating services and operators for a seamless scheduling experience. How to Get Started:

1. Navigate to the Appointments Tab – Located at the top of your dashboard.
2. Select “Create New Booking” – Begin setting up your event.
3. Allocate Services – Assign relevant offerings to the booking event.
4. Assign Operators – Ensure the right personnel or resources are linked to the event.

A streamlined way to manage appointments efficiently!

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About the booking

Now name the event, fill in the required sections as shown below.

• Event name
• Event description
• Event location
• Send email to the user

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Meeting reminder ‘new’

You can send out timely meeting reminders via email. Simply select the reminder time frame and it’s ready to go.

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Operator and Services

An operator is a person who will be conducting the meeting/event. Note: you can add multiple operators if required. Services are optional. For example a service would be different types of meetings or booking type like 2 booking services could be: 15 minute video call and in person meeting.

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How to add an operator

Select the add an operator button Now fill in the details of the operator. Each operator can have its own color allocated to help with viewing via the booking appointment scheduled page. Also each operator can have all appointments sent and added directly to their own Google calendar.

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Linking services

Now that you have created your operator, select the ‘Link services’ button to create your service.

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Add new service

Fill out the required fields in the ‘add new service popup’ Also select if you want a one to one meeting or multiple people for example you are running an online webinar with only 50 spots available. Set your duration and you’re done. Additionally you can add a tag to the people who schedule a booking for segmentation and tracking purposes. Once you have created your booking service, simply tap the add button and it will attach to the operator you created. As shown below.

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Setting Availability

The next step is creating the availability.

• Operator availability
• Availability Increments
• Scheduling notice
• Meeting buffer time

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Form questions

Additional details to ask for before making the reservation. For example - customer name, email, details required to make the appointment, etc. You can also add any custom fields or even create your own.

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Booking confirmation

And lastly setting up the confirmation once the user has booked a meeting with you. Thank you page re-direct. You can either send the user to a custom page or create a thank you message that displays after the booking is made.

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How to get bookings

There are multiple ways you can get people to book with you, the best way is to add the booking widget on any page or funnel step you like as shown below. Appointment booking funnel example: Appointment Booking

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Display layout options

Additional editing: Just like any other element you can totally modify how it looks within your website to match your branding tone and voice. Once you’re satisfied with the visual display editing, you can add users to any of your email lists. This includes our native email and automation services or any additional email service providers we partner with, helping you build your email list better than ever before.

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Multiple services

If you have more than one service your visitors will be able to select which service they wish to select as shown below.

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Multiple operators

Additionally, if you have multiple operators your visitors will be able to select which operator the require. The combinations are endless depending on your own requirements.

• Single service
• Multiple services and one operator
• Multiple services and multiple operators
• Multiple operators offer different services
• and more…