There has been a lot of requests for an online booking tool and we are happy to announce our online booking form has been released.
A number of changes were made to locations and services to facilitate this addition and we'll describe them here with additional information added to the Help Center.
Here is an overview of this new feature:
- clients can request sessions from a white labeled webpage. The webpage is hosted by bizstim.com but the url address will have your company url/address in it. In addition, you will be able to display your large logo/banner at the top of the page and your company contact details appear in the top-right-hand corner
- you can add a BOOK NOW button to any page on your website. We provide an html/script snippet to copy and paste from the SYSTEM > SESSION CONTROL page. Additionally, you can style the button to match your exact website design
- services have assigned skills which are used to map practitioners to services. This means you must assign skills to services and skills to practitioners. This is how the online booking form knows which practitioners to show based on the service selection
- locations have assigned practitioners. When you add or edit a location you are given the opportunity to assign practitioners to that location. This must be done to determine which practitioners operate out of which locations
- the online booking tool allows current clients, prospective clients, and guests to request sessions using an encrypted page without having to log in to the software. Current clients or clients who create an account and request a session are redirected to an encrypted confirmation screen. This confirmation screen is identical to the check status screen you may have seen with a previous update
- if enabled, the online booking tool allows your current clients to request sessions but you can also choose to allow clients to create accounts or send guest requests. This is a setting within the SESSION CONTROL
- based on your settings participants can be e-mailed and/or text messaged pending session requests
- session requests and client creations are stored in the client record and sales manager
- sales manager notes and todos are created to help you keep track of pending session requests as well as manage your sales process/funnel
- the secondary phone number was changed to mobile phone number on the admin account information page to clarify its significance. If you have chosen to send session requests to the administrator please make sure to update this field with your mobile phone number
- added home url address to the admin account information page. This is used to provide a Home link on the online booking pages that link back to your webpage. If this link is not provided no Home option will be displayed. This option helps with branding the page to your business
- added a calendar setting to change the first day of the week for the calendar. You can now choose Saturday, Sunday or Monday to be the first day of the week when viewing the visual calendar by month or week
To enable the online booking tool go to SETTINGS > SETTINGS from the main menu. Click SYSTEM from the sub-menu. Click on the SESSION CONTROL tab. Scroll down to Allow Online Booking and ENABLE the switch.
By default the Login option is selected. You can also choose to enable Create Account and Guest. Read the information popups for more information on each option.
To add a BOOK NOW button to your website click on the BOOK NOW BUTTON CODE, the orange button to the right. There you will find a snippet of code you can paste to your web pages. As per the instructions, you can select your own button class to style the button to match your brand and color design.
We welcome feedback on this new tool after you have a chance to experiment with it. Please contact us if you need help or clarification of any kind.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
