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Booking Widget Overview

S
Written by Swift

Introduction

The Booking Widget is what your visitors interact with when scheduling an appointment or event on your website. It’s fully customizable, mobile-friendly, and allows you to adjust layout, styling, and functionality to match your brand and workflow.


Customization Options

Layout & Design

  • Choose from multiple widget layouts to change the overall look and feel.

  • Select custom fonts and adjust step styling (background, colors, box styles).

  • Modify the active color (default or custom) to highlight selections.

  • Control visibility (e.g., show/hide event details).

Forms & Buttons

  • Edit the form fields (Name, Email, Phone, etc.) to collect relevant information.

  • Change the button text (e.g., “Book Appointment” → “Reserve My Spot”).

  • Add custom fields or connect existing CRM properties for better data management.

Operators & Services

  • If multiple services are available, customers must choose one before selecting date/time.

  • If multiple operators are assigned, customers can select who to book with, or bookings can be distributed automatically.

  • Each service or operator can be tagged for easier tracking in CRM or automations.


CRM & Membership Integration

  • Automatically tag users in your CRM when they book.

  • Assign booked users to a membership group for gated content access.

  • Tags and membership properties also sync with connected autoresponders.


User Experience

  • Customers select a service (if applicable), then pick a date and time from availability.

  • The form collects details and confirms the booking.

  • All bookings are mobile-responsive, ensuring smooth scheduling on any device.


Best Practices

  • Keep the design consistent with your website branding.

  • Add tags to segment and track different types of bookings.

  • Test on mobile before publishing to ensure the widget looks clean and easy to use.

  • If offering multiple services/operators, clearly label them to avoid confusion.

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