A guide on how to create new, separate online schedulers to track where your appointments are coming from, whether it's from marketing campaigns, special events, or different pages on your website.
✨ When You Need This Guide
This guide is for you when you need to create a brand new online scheduler. Use this if:
You want to track the source of your online bookings (e.g., from a Facebook Ad, a health fair, or a specific marketing campaign).
You are running a special event and want a dedicated scheduling link for it.
You want to offer different sets of appointment types on different pages of your website.
Why Create Multiple Schedulers?
The power of creating different schedulers is tracking. When a patient books an appointment, the scheduler's name is recorded as the "Source" in your Scheduling History. This allows you to see exactly which marketing efforts, events, or website pages are generating the most bookings.
What This Covers (And What It Doesn't)
✅ This article explains how to create a brand new scheduler code from scratch.
❌ It does not cover editing a scheduler that is already live on your website. For that, please see our guide: How to Manage Your Online Scheduler Code.
✅ Creating and Configuring Your New Scheduler
Navigate to Scheduler Setup. Go to the Scheduling tab, then click on Setup Instructions.
Name Your New Scheduler. In the Embed Name field, give your scheduler a unique and descriptive name. This name is what you'll see as the "Source" for tracking, so be specific!
Good Examples: "Facebook Ad Scheduler," "New Year's Special," "Marketing Scheduler."
Choose Your Embed Type. Select Form from the JavaScript Embed Type dropdown menu.
Assign Appointment Types. In the builder on the left, click the Form Section dropdown and select Appointment Type. Check the box for each appointment type you want to be available on this specific scheduler.
Customize Other Fields (Optional). You can now use the other sections in the builder (like Contact or Calendar) to further customize this scheduler, just as you would when editing an existing one.
Generate Your Code. Once you are finished with all configurations, click the blue Generate Code button.
Copy or Email Your New Code. A new embed code will be created. Use the Copy or Send Email buttons to get the code to yourself or your web developer to be installed on your website.
💡 Common Questions & Best Practices
What You Might Notice / Ask | Why It's Happening / Important | What to Do |
"How do I make sure only certain people find this new scheduler?" | If your new scheduler is for a specific ad or promotion, you don't want it to be found by general visitors on your main website, as this would interfere with your tracking. | This is a crucial step for marketing. You or your web developer should place this new scheduler code on a hidden landing page. This is a page on your website that is live but is not linked in your main navigation menu. Only people who click your specific ad or link will find it. |
"How do I see which scheduler a patient used?" | The Embed Name you created is automatically recorded as the "Source" for every appointment booked through that scheduler. | Go to Scheduling > Scheduling History. The Source column will show you the name of the exact scheduler that was used for each booking, allowing you to track performance. |
"I'm creating a new scheduler, but it has all the same settings as my old one." | When you start creating a new scheduler, it will inherit the default settings. | This is normal. Simply go through the form builder options on the left (Form Section, Calendar, etc.) and adjust the settings for your new scheduler then you click Generate Code to update the code with your preferred settings. |
🎉 You'll Know It's Working When:
You see your new scheduler's name appear in the Saved Embed Code dropdown list.
The new scheduler is live on your website or landing page and functions correctly.
When a test appointment is booked, you see your new scheduler's name listed in the Source column of the Scheduling History.
💬 Need Help? We're Here!
If you have other questions about creating a new scheduler, our support team is ready to help. Contact us at 800-563-0469 or support@getaloha.com.