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Website booking portal settings
Website booking portal settings
Updated over a month ago

The advanced website booking portal allows you to embed a booking button on your website, enabling customers to book jobs directly through an online form. Customers can select the job type, time slot, and add job details, with bookings automatically added to your Commusoft system. This feature streamlines the booking process for both you and your customers.


View Setting

➡️ Navigate to Profile Icon > Settings > Self Service > Website Booking Portal Settings > View


Setting Up the Advanced Online Booking Portal

➡️ Generate and Embed HTML for Booking Button

  1. Generate HTML: Click Generate HTML to create the booking form code.

  2. Copy Code: Click Copy to save the HTML code to your clipboard.

  3. Embed Button: Use this HTML link to create a booking button on your website, which may involve assistance from a web designer.


Additional Features and Options

➡️ Customer Email Notification

  1. Enable Notification: Go to System Settings > Notification Preferences.

  2. Compose Message: Customize the email message using tagging for customer details.

  3. Save: Click Save to confirm.


Customer Experience

When customers click the booking button, they will be directed to an online form where they can:

  • Select the job type and time slot.

  • Enter personal and job-specific details.

  • Confirm the job price.

  • Optionally, upload images relevant to the job.

Once submitted, the job will be automatically added to your Commusoft diary, and you will receive a notification.


Dependent Settings

To ensure a seamless booking experience, make sure these settings are configured:

  • Skills: Set up and assign any skills required for specific job types.

  • Shifts: Ensure shifts are set up and assigned to users.

  • Service Windows: Define service windows as needed.

  • Job Description Templates: Include the correct skills, completion time, and price for each job description.

Important: When setting up job descriptions, enable the option for Appear in Website Integration to make them available in the online booking form.

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