After you have confirmed your time zone, connected your calendar, set your availability blocks, and added appointment types, you are ready to add a scheduling field to a form on your website or a scheduling page.
Adding an appointment field to a form
Find your contact form in the editor. (If you want to add a Contact Form page or section, follow these instructions). Click Form Details.
Click the Add fields dropdown.
Select the Appointment option.
Select Appointment type from the dropdown to associate it with the appropriate appointment type.
Click the purple Publish button so your live website reflects this change. You will now see this field on your Contact Form and our clients will now be able to schedule appointments from your website.
Notes:
To edit an appointment: When an appointment is rescheduled, the contact form must be filled out again.
To cancel an appointment: Appointments can be cancelled from the link in the confirmation email, as well as from the availability calendar view.
We automatically create a Cancel Appointment page when you set your availability. Do not edit this page, as it can lead to errors in the B12 editor.
Adding a scheduling page
Your website > Pages
Click the Add page button.
Select Scheduling from the list or search for Scheduling.
To edit the form, click on the Scheduling Contact Form section and then the Form Details field.
Under the Select a date and time field, select an appointment type. The Appointment type field will change from red to gray after an appointment type has been selected.
Next steps functionality helps you customize and control what happens after your client performs a certain action on your website, such as scheduling an appointment.
You can customize the Success message after submission field.
Select a Next step of your choosing. Here are the five options available in the dropdown.
None - stay on the same page and only display the success message
Complete a form - go to the selected form.
Schedule an appointment - go to the selected scheduling form. Note: This action is not recommended for this tool.
Make a payment - go the the selected checkout page
Redirect to another page - go to the specified section / page / URL / media
Make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.
For this example, we will select Redirect to another page since this is a common next step after a client schedules an appointment.
Select the link type from the dropdown and add the necessary information required. Then click Save.
After the appropriate details have been selected (for this example, the Redirect), it displays in the interface.
Click the purple Publish button so your live website reflects this change.
If you’d like to add this scheduling page to your website’s navigation, follow these instructions for adding, editing, and deleting navigation links.
Note:
When you add a scheduling page or scheduling field to a form, we automatically add an Appointment Cancellation page to your website. Do not edit this page, as it can lead to errors in the editor.
This is the page your customers will see when they click the cancellation link from the email. You can see that page here:
Additional notes
To edit an appointment: When an appointment is rescheduled, the contact form must be filled out again.
To cancel an appointment: Appointments can be cancelled from the link in the confirmation email, as well as from the availability calendar view.
For a more complete guide fully detailing all aspects of the Scheduling tool, please take a look at our online scheduling guide.
If you still have any questions, please feel free to reach out to our team.