Booking Overview - How To Set Up A Booking Event

Note: To further understand the difference between a Booking Event and Booking Services, check out the article referenced below this one. 

Watch the video above for full explanation - or read the instructions below: 

To create a new booking event - go to the APPOINTMENTS tab at the top of your screen.

Click Create New Booking Event

1) Fill out the information on the "About the Booking" Screen (shown below). Note that your "Event Name" and "Description" will be shown on the public-facing booking widget that you will add to a page on your site.

The "Location" should be set as your physical location - OR - if conducting the meeting virtually, insert your recurring ZOOM Link (personal meeting zoom link) or Google Meet link in this field. You can choose to display or hide this "location" field from the public-facing booking page.

To ensure the person booking the appointment gets an email confirmation (including the zoom link if applicable) - make sure the button at the bottom is checked to "Send an email to the client with details about their meeting when a new appointment is made." 

2) The next page is the "Operators & Services" page. (see below) YOU are the "operator".

Click to "Add An Operator" and then enter your name and email to ensure that you get an email notification upon a successfully booked event.

If you have additional team members or associates, add them as additional operators here. 

Note that you can also edit additional fields in the Operator Settings screen (see below). Make sure you scroll down when in this window to get to the button to Connect your Google Calendar. Click to connect and follow the steps. This will ensure that you will not have any double bookings. The Booking calendar shown on your site will be synced with the Google Calendar and will check against it before allowing booking appointments. 

3) The next step after the Operators & Services is setting your "Availability" (see below). Set your Booking Type ("one on one" or "multiple-attendee" booking type), your meeting duration, the amount of time you'd like to show out on your calendar, and set the days and times you are "open" for appointment bookings. 

You may also set day exclusions (or just block them as "busy" in your linked Google Calendar), the intervals you'd like to set for showing available times, the amount of time you'd like as "notice" before bookings, any buffer you may need and the total number of bookings you'd like to set as a max number per day. 

4) The next step is to set up the "Form Questions". You can simply ask for your Name & Email - or you can add or edit the form questions to gather further information from your client as they book an appointment with you: 

5) The last step in creating a Booking Event is setting the "Confirmation" page. You can either display a simple confirmation message OR you can choose to send people to another page. This could be a "Thank You" page that you add within the builder, designing however you wish, or you could send them to purchase a product in your STORE. See the video for further instructions. 

Once you have your Booking Event(s) created within the APPOINTMENTS tab - now you can add a Booking Widget to any of your pages to allow people to book an appointment with you online.

Simply create a new page to act as your Booking page (preferred) - or add a booking widget to any existing page of your site.

Drag the "Booking Widget" onto the page and from the drop-down menu at the top of the Booking Settings window - choose the Booking Event you'd like to display.

Use the Step Settings, Summary Settings and Form Styling sections to make additional updates and changes.

Note: under "Summary Settings" you can choose to uncheck the "show location" button to hide a zoom link set as "location" with the booking event set-up if you would not like this to be displayed publicly.

Please also note that within the Booking Widget Settings window - you have the option to Create a Member from a booked event, Add the contact to an Email list (either one of our integration partner email marketing platforms or the ShinePages email marketing platform) as well as Tag the booking contact with any tag you would like.

Tags are very helpful and it is recommended to set a tag for each Booked Event within this settings screen in order to mark, sort, and filter your contacts within your CONTACTS tab, as well as trigger events or emails within the Emails & Automation area. 

Now that you have created a Booking Event in your APPOINTMENTS tab and have added a Booking Widget to a page on your site - you are free to link to this page from your menu, or any buttons or links on your pages.

Simply "Select a Link" (use the link icon on the button or menu to get to this window) and choose the booking page to link to it from the select a link window.

In addition, you can send people directly to your booking page by sending them the link to that page of your site. ie: yourwebsite.com/booking or yourwebsite.com/book-a-free-call etc.