Paid appointment bookings allow you to get paid before someone books a call with you. Watch the video below to learn how you can create your own paid appointment or call booking funnel.
Create a Booking Event
Your first step would be to set up your appointment booking event in your Appointment module on your CCK website.
Add a Store Product
Before you create your appointment funnel, you must create an appointment store product.
We recommend that you create a Service product instead of a Digital product or Membership product for your call to avoid your users receiving unnecessary login or password emails.
Build an Email Sequence
Your next step would be to create an appointment email sequence that will be sent to everyone who booked and paid for a call or appointment. You can make this sequence as short or long as you prefer.
The important steps to remember are 1) to link this sequence to the exact same tag that you use when setting up the Booking Widget on your thank-you page as well as 2) to switch this email automation on when you are done. View the screenshot below as a reference.
Watch the video above for step-by-step instructions on creating this email sequence.
Call Booking Funnel
Once your appointment store product has been created and your email sequence has been built and activated, you can move on to the next step: to create a call booking funnel. Follow the video directions above to create a 3-page funnel that contains a checkout page, a call booking page as well as a final thank-you page.
Your appointment booking widget should be added to the 2nd page in the funnel and linked to the same booking event that you want to sell. Make sure that you link this booking event to the exact same tag you used when setting up your email sequence.
Watch the video above to see exactly how to set this up.
Test Everything as a Call Booker
Once everything has been set up and added, it's important that you test your entire process! Preview your appointment funnel checkout page and pay for an appointment using a 100% discount code.
When you land on your call booking page, go through the steps required to book a call. Make sure you are receiving all emails, that you are landing on your final funnel page and that you are happy with the entire process and user experience.