In this article, you will learn how to activate and begin using Workiz's online booking portal on your social media pages and company website.
Booking services online is an essential part of any modern business, allowing customers to book service appointments through an online webpage — all with your real-time availability in mind. With Workiz, you can also expand the reach of your booking page using one of our Google integrations: Reserve with Google and Google Local Services Ads.
Activating online booking
- From the navigation bar, select the Feature Center
Not seeing the Feature Center icon in the navigation bar? You may not have the correct permissions set for your user.
Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.
- Under Add-Ons, select Online booking & Reserve with Google
- Turn the toggle switch on/off to enable/disable the add-on
Adding the booking widget to your website
While you can customize your booking portal to include specific booking items and other aspects unique to your service business, customization is not required. Your booking portal will be ready to use upon activation. If you want to learn more about how to customize your booking portal, please see this article.
In order to use the booking portal on your website, you’ll need to embed it. Don’t worry — it’s actually pretty easy.
- From the sidebar menu, select Online booking
- Select Get embed code at the top of the page
- Select Copy code
- Select your website building company from the following list for instructions on how to insert an embed code for your specific website:
Sharing your booking link
If you’d prefer to use the booking portal without having to host it on your website, you can also share the booking portal link directly with your clients as well.
- From the online booking settings page, select Copy URL
- Paste the link on your social media pages or in a direct message to a client
Advanced booking options
As mentioned, your booking portal will be ready to receive requests out of the box. But Workiz also gives you the option to customize your booking portal to: