The Online Scheduling tool (OS) will allow your contacts to easily schedule an appointment, consultation, event, session, etc. all with a few clicks of a button.
Contacts will be able to book an appointment using the link provided through an email, or even embed your schedule to your website. Once they select their preferred date, they’ll get a confirmation email and you can even trigger a workflow to further automate your client experience.
Now that you have created your services, set your availability settings and rules, you may now allow your customers to book with you! If you haven't already created your services or availability settings please click here.
There are two ways you can allow your customers to access your Online Schedule.
- You can embed your Online Schedule to your Website.
- You can send your customers an email with the link to the schedule
Embedding your Online Schedule
To embed your online schedule:
- Go to Account Settings
- Then open the Online Scheduling page
- Click into the "Availability" tab.
- Open the specific schedule you'd like to embed by selecting the arrow button, then the "edit" option.
Once the schedule settings opens, you'll be able to click the "embed" button to get the code to add your scheduler to your website.
From there, you'll get a pop up which will give you the code to paste into your website source code
Emailing your Online Schedule
The second option to allow your customers to book, is to send them the link by email. Within that same Availability tab, you'll use the "copy" button, instead of the Embed option, to copy the URL.
Once copied, you can then paste the URL or link the URL in an email to the customer. Don't forget to save the email as a template! This will allow you to save time by being able to reuse that email in workflows or the next time you need to send your booking link.
Ready for the next step?
Enhance your Online Scheduling feature even more with workflows! Learn how to setup Workflows specific to Online Scheduling to automate your client experience even further!
And feel free to check out our Online Scheduling: FAQS to learn answers to common questions for the 17hats Online Scheduling Feature
Need more help? Contact our Support Team via Chat, or Email us at Support@17hats.com