The applications for online booking forms are vast and diverse. You can book hotel rooms and reserve tables at restaurants. You can purchase tickets for events or for traveling. You can even use an online form to book appointments.
An online form helps you to be scheduled and organized. They make it easier for you to get customer information. A good booking or check-out form is essential. When designed poorly, it can make the user experience unpleasant and negatively impact profit.
Below are various booking form template examples to help inspire you. Each example is organized to be efficient and easy to understand.
Booking Form Templates
When you are looking for a booking form, you want to pick one that will help you gather all the information you need.
Booking form templates offer designs that provide users with everything they need. Then, they can customize the form template to their unique needs.
Some powerful features in these templates allow you to accept payments and view booking requests. Others allow you to sync information from your website to Google Calendar or Google Sheets.
Here are a few examples of booking form templates.
Medical / Health
This mock website is a great place to start if you are looking for ideas. The interactive template shows you what your client will see when they visit your site.
You can see how your descriptions of services, procedures, and appointment bookings will look from the visitor’s perspective.
Cleaning Service Online Booking Scheduling
This template is super useful for cleaning companies. You can customize the sales script to your own prices and services and provide other relevant information.
Fitness Gym / Yoga
This is a pseudo website for a gym or yoga center. You can tour the classes offered, and schedule individual or group training.
You can also see how the homepage will look to a customer. They can check availability on the calendar, book appointments, or choose their trainer.
This is a great free booking form template for hotels and restaurants. It makes organizing reservations easy, and you can add a payment processor to accept payments in advance.
Plus, you can design your website to match your company’s image.
Free Online Appointment Form
An organized schedule is a major element of success. For business owners, business executives and secretaries, every day revolves around a tight schedule. This appointment form template helps you maximize your work day.
You can also create a mobile-friendly version of this page so clients can book appointments or meetings on the go.
This is another mock website designed for business consultants or coaches.
You will see how your services will appear to clients as they browse their options. You also see how easy it is for a client to schedule an appointment.
Car Service Booking Form
This is a great booking form template for mechanics. Vehicle owners can schedule maintenance or repairs for their vehicle. They can provide details, such as the make, model, and year, along with a contact number. This saves time when the customer arrives for their appointment.
The free version of this template comes with all the features included.
Car Service Booking Form
This is another great option for mechanics. This booking form template gives clients the option to book an appointment for specific repairs or general maintenance.
It also helps mechanics organize their appointments and manage service requests in a timely manner.
Hospitality Booking Form Template
This is an appealing template for the hospitality industry that you can easily customize to your hotel, resort, or tourism center. It’s easy to use and supports translation into other languages.
This template contains all the basic elements a booking form template needs. Clients fill in necessary information such as contact details and other pertinent details about their party. A client can also submit their arrival date and check out date so you know the duration of their visit.
Cruise Booking Form
This free booking form template is a great option for cruise websites. It’s built so you can accept reservations and collect payments online.
You don’t need to know how to code to use this form template. It is easy to set up and use in just a few minutes.
Booking Cancellation Form
This booking form template makes it easy for clients to reschedule or cancel when they need to make a change to their appointment. And it is an efficient way to integrate a cancellation feature to your website.
Wedding Photography Booking Form
Photographers and event organizers will love this template. It makes the booking process simple. Clients can book photography sessions and see your prices for each session.
Health Booking Form Template
This appointment booking form is great for hospitals, clinics, and nursing homes. It is also great for other lines of work such as therapist offices, beauty salons, and spas.
The client can provide their personal details and indicate if anyone will accompany them. They will no doubt appreciate not having to wait in line, since you will have all the necessary information in advance.
Taxi Online Booking
This template is perfect for taxi services. The customer provides contact details, indicates where they want to be picked up, where they want to go, and other preferences they have for the trip.
Learning Booking Form Template
This booking form template is ideal for academic institutions, or any organization that offers online classes or distance learning.
The customer fills in the relevant information. Then you review their application and send them what they need to get started. This form can also integrate email marketing so that you can keep clients up to date on available courses. Also, to enhance your email marketing campaign try enabling DMARC for your domains.
Conference Booking Form
This booking form template lets you handle all the details of organizing a conference in a smooth, organized manner. You can announce your conference and accept reservations in advance.
The online payments tool is built-in, so you don’t have to worry about how to collect payments.
Booking Form Inspiration
A well-made booking form is effective and makes filling out forms more enjoyable. When a booking form has problems or is hard to understand a client may quickly lose interest. When it’s well done, clients appreciate it.
Here are 10 booking form templates to get you started.
This is a dummy WordPress website for Barbershops. It supports online appointment forms. This booking form template supports the Amelia WordPress plugin and is easy to use.
Beauty and cosmetology
This mock cosmetology website is a great source of ideas for how your booking forms will look to the client.
You can look through lists of procedures and treatments offered. You can pick the employee you prefer and book an appointment.
This form template has ideas for the look of your booking form. Clients can see prices for services, available dates, and add personal details. There is also a section for them to make online payments.
Form to book a dentist appointment
Here is another great source of ideas for your booking form. The layout is easy to understand and each step of the booking process is clearly marked and easy to follow.
If you want inspiration, Accounting Appointment is a great option. The layout of the booking form is designed to put potential clients at ease. It is visually appealing and easy to understand.
Booking form for UpGuard
This modern, clean looking template is organized into slides showing each step of the booking process.
This booking form template helps you get the information you need without making things complicated for the customer.
Gardenary Coach Profile
This elegant demo has been arranged into slides so that you can see an idea of how the finished product will look.
How to Find an Online Booking System That Suits Your Business?
No two businesses are alike, so there is no “one size fits all” solution. How do you know which booking form template is right for you? Here is a checklist of things to think about before you decide.
First, write a list of the features you need.
If you have some ideas in mind, having a list of what you want is a good idea. You can check each option against your list and find which fits your business the best. This will help you make a more objective decision.
What if you don’t know what you want?
Here are some features you might find useful:
- A customizable appointment page that you can adapt to your brand and is available 24/7.
- Automated reminders that you can use to send announcements. (Be sure to check if it is included in the price or if it’s an add-on.)
- Adjustable appointment settings to schedule individual or group appointments. This will help avoid long wait times or lines.
- Advanced calendar settings. Between-booking buffer time slots are useful so you can enjoy a break or take care of other responsibilities.
- Intelligent reporting can help you to track your business’ performance and trace contacts.
- External calendar syncing and an integration library. This allows you to access other digital calendars or access video conferencing apps.
The Wrap Up: Inspiring Booking Form Template Examples
Scheduling appointments is a crucial element for many businesses. It’s worthwhile to invest in a good booking tool to help make this side of your business a success.
These are just a few booking form template examples out of the many wonderful options out there. Not all of them will be what you need. Your personal preferences, style, and brand will affect your final decision. Our goal was to bring you user-friendly options to inspire you and help you get started.
Hopefully, these options will be helpful to you.
If you enjoyed reading this article about booking form templates, you should read these as well:
- The Best Auto Repair WordPress Theme Examples for Your Shop
- Efficient Event Registration Landing Page Examples and Why They Work
- Something Better Than the Team Booking Plugin? 15 Examples
All businesses need booking systems to manage their appointments, primarily when your business relies on multiple appointments. Appointment booking plugins use booking management systems in conjunction with WordPress sites, and Booknetic is a great example.
Booknetic is an online booking system that works for any number of businesses. From hotels to dancing classes, Booknetic can work for you.
Choosing whether Booknetic is best for you isn’t as easy as looking at features or ratings on the internet. The real questions you need to answer are: do they support what you need, do they support your existing tools, and are the pricing details within your budget?
The truth of the matter is that Booknetic is not the best choice for everyone. Booknetic is not perfectly suited to all businesses, and they have some flaws.
Users mainly complain about the following problems:
- One of the largest problems users find is the lack of customization options with the built-in interface. Of course, if you find that the preset options are all you need, good on you. If, on the other hand, you are the type of developer that likes to work with all of the other tool types or accessories, Booknetic may not be the best option.
- Many Booknetic users find that the support, although responsive, is not necessarily helpful.
- Booknetic pricing begins with a $79.00 one-time payment, with no free version. For many users, this can be a big problem. If you want to first try out some of Booknetic’s options before buying, then it may not be for you.
Is There Something Better?
Amelia can be a great easy-to-use option for booking appointments. It includes many important features, such as image galleries, support for multiple employees, local currencies, service extras, coupons, and color options for all of your frontend designs.
Many Amelia users, as well as many WordPress plugin reviewers, agree that this is a near-perfect WordPress appointment booking plugin. Customer satisfaction is also near-guaranteed with the dynamic calendar features and unique booking wizard for finding specific appointment times.
Do your customers want to pay online? They can use Amelia’s built-in payment gateways.
Using the Amelia plugin, you can send email and SMS messages to both employees and customers about their appointments. The plugin supports many languages that use RTL writing, which is an added benefit.
Amelia is very well suited to deal with unlimited amounts of employees, individual working hours, locations, and services. One of the best parts of Amelia is that it cares for all of its users equally. Employees, admins, and clients all have multiple tools at their disposal; everyone is attended to.
Employees can have personal accounts to manage their bookings themselves, if they so choose. This feature gives the plugin a sense of cohesion for the entire business; no matter what rung of the ladder you sit on, you will still have options.
Clients can also access their appointments using the frontend customer data area. Stripe and Paypal payments are available immediately by default, but if you want more, WooCommerce is also available.
Amelia is limited by little and is a perfect WordPress appointment booking plugin for any business.
Amelia is even a great choice for anyone who doesn’t have experience in WordPress. Amelia has a very beginner-friendly interface, which can make managing appointments easy.
Amelia also has an appointment booking wizard that helps simplify the process of booking an appointment for your customers. If you decide to add one of these booking forms to your WordPress site, you will need to add some of Amelia’s shortcodes to some pages of your website. To do this, you can use a page builder such as Elementor, Gutenberg, Divi Page Builder, and Classic Editor.
Amelia has a whole bunch of great features, so the following is a list of a few of the most important.
Recurring appointments allow customers to schedule appointments that repeat on a certain date or time every week, month, or year. This can allow customers to skip the hassle of scheduling the same appointment over and over again.
You can add coupons using the tab found on the Finance list. It allows you to give your customers cash or percentage discounts for events they have booked.
Coupons have brought in clients for years, so why shouldn’t they be used for online bookings as well?
This important feature enables you to set different working hours or services on certain days.
This can be great for days for which you need to set longer or shorter working hours or for when you offer specific services on certain days. Once the day is set, it will override all employees working hours or services for the days set.
With meetings today being held almost exclusively electronically, Zoom integration is a must to keep up with the times.
Amelia is designed to let you arrange and manage all of your Zoom meetings and keep scheduled appointments recorded for future use.
Amelia includes a user-friendly scheduler in their Calendar tab. This displays a calendar of all reservations, planned appointments, and activities arranged.
Using one of the many other features available, you can set up custom fields to help identify key data faster.
Group Appointments enable multiple clients to book an employee’s service.
This can be useful for many businesses; when it is needed it can be a lifesaver. Your customers will be able to book online appointments in this way after you have set up your staff and services.
Having multiple locations for your business is a big accomplishment, and your appointment scheduling plugin should allow you to make use of such accomplishments. Amelia allows your company to select multiple locations while allowing customers to choose which location is more convenient for them. If you only have one location, don’t worry. You can
- Add the location to your appointment booking system anyways
- Leave the page empty and share the location of your business in another way
Google Calendar Synchronization
Employees can coordinate their schedule with Google Calendar using Google Synchronization.
This allows any WordPress appointment to be added to their personal Google Calendar. This also allows customers to connect their appointments using the appointment booking system with Google Calendar, which is a definite plus.
WooCommerce integration is one of Amelia’s key features, and it allows you to use any of their payment gateways, including taxing your services, and sending invoices.
You do need a WooCommerce product to be able to link WooCommerce to your Amelia booking plugin, but if you do, it can fully automate much of your work for you.
Is There an Alternative Appointment Booking Plugin to Booknetic?
Yes. Picking the best appointment scheduling plugin for you will be essential for your business to succeed. This article has been aimed to help you find the best alternative to Booknetic, Amelia.
And now, Amelia has been updated to 5.0. This is a Brand New Version.
The new booking forms come with the following features:
- Improved conversion rates
- Improved loading speeds
- Simple customization pages
- Better summaries of the finished bookings
- Larger calendar with both available and unavailable time slots
- Modern design
- Category selection
- Improved UI for the booking packages
- Sidebars for easy tracking of the booking process
- Contact Us option
Smooth and animated transitions
If you enjoyed reading this article about Booknetic, you should check out this one about the best group scheduling apps.
We also wrote about a few related subjects like important features that an appointment booking app should have, photography booking apps, double booking appointments, best appointment scheduling software, top appointment reminder apps, and WordPress booking theme examples.
You can use Zoom video calls for many different things. Some use it to catch up with family and friends. Others use it for work and education. Yet, there are many more uses.
Amelia helps you to get the most out of Zoom, whatever meeting you are organizing. From virtual happy hours to telehealth sessions, the Zoom meeting scheduler can help you.
It can gather and process new participants’ information, schedule meeting times, and sync them with Zoom. You don’t have to send hundreds of emails to get everything organized. Amelia and Zoom work together in an automated fashion for you.
Zoom Integration with the Amelia WordPress Plugin
The Amelia Zoom plugin is free. It allows you to schedule Zoom meetings with whoever you want.
Setting Up Your Zoom Application
The first step in using Amelia as a Zoom meeting scheduler is to set up Zoom. Later you can connect it with the Amelia WordPress Plugin. The following steps show you how to set up in the right way:
- Log in to Zoom. If it is your first time using Zoom, you will have to register first. Enter your email address to do that. Zoom will then send you a confirmation email. Click the link in the email to continue to the password setup. You can skip the new members step for now. Return to the Zoom client screen after you finish.
- Go to marketplace.zoom.us, the Zoom marketplace. Sign in with your Zoom account.
- Once inside the marketplace, click on the Develop button.
- Select the Build App option.
- The page will ask you for your app type. Pick the first option: JWT.
- Click Create.
- Enter a name for the application you want to create.
- Click Create again.
- Now you’ll go to the Basic Info page. On this page, you only need to enter the required fields. The rest of the information you can enter later, if you want.
- You will see the App Credentials page after you finish entering the Basic Info for your app. On this page, you need to enter your Amelia settings so that the two apps can work together. Click Copy in the API Key field.
- Open the Amelia Settings page. On this page, locate the Integrations Settings
- Select Zoom on the second tab.
- Paste the Zoom API key, that you copied before, into the Client Keys option in the Zoom Settings section.
- Go back to the Zoom application.
- Copy API Secret.
- Paste it in the Client Secret option on the Amelia Zoom settings page.
- Click Save in the lower right-hand corner of the Zoom settings page of the Amelia plugin. Now, Amelia can connect with the Zoom application.
Zoom Meeting Settings
There are a couple more things that you need to set up in Zoom:
- Meeting Title. Here you can title your scheduled meeting. You can adjust the title for each individual meeting. In the meeting settings, you can add the placeholder from the email notification page.
- Meeting Agenda. This setting works like the one above. You can add different placeholders for meeting details that refer to your scheduled meeting or event.
- Create Meetings for Pending Events. You can enable or disable this feature, depending on what you want.
When you finish setting up these options, click Save. Now you are almost done with the setup of the Amelia Zoom meeting scheduler.
Connect Staff and Events to Zoom Host
With all the Zoom meeting settings ready, you can connect all your events and staff members to your Zoom host.
To connect collaborators
- Open the Collaborators page.
- Click Collaborators. The Zoom User option will appear.
- Click the dropdown menu. You will see all the users that you added when setting up the Zoom applications.
You can connect different Zoom users with different collaborators; then they can have a Zoom account for each meeting.
You can set this up in your Zoom account. In the sidebar on the left, click User Managements and then Users.
In the following window, you can add users by entering their email addresses. Enter Basic as the user type and click Add. When you return to Amelia, you will see these new users in the Zoom Users field.
The Add Event feature works similarly to the way users add Zoom collaborators.
Amelia Services and Zoom
With Amelia, you can choose to use its features with the Zoom integration enabled or disabled. You can enable or disable the integration in the Settings tab or the service model. You will find the option under Integrations.
Set Up Notifications Using the Zoom Link
You can send an invite link to the invitees of your Zoom meeting. To do that, you need to add a placeholder for the personal meeting ID in the notification template:
- Open the Notifications page.
- Click on Show Email Placeholders.
- In the next window, you will see all the current placeholders. You can scroll down to see all. Locate the following placeholders for appointments:
- %zoom_host_url% – This is the placeholder for staff appointment notifications.
- %zoom_join_url% – This is the placeholder for client appointment notifications.
- The placeholders for events are the following:
- %zoom_host_url_date% – This is the placeholder for staff event notifications. It will show the URL and the date.
- %zoom_host_url_date_time% – This is the placeholder for staff event notifications. It will show the URL, date, and time.
- %zoom_join_url_date% – This is the placeholder for customer event notifications. It will show the URL and the date.
- %zoom_join_url_date_time% – This is the placeholder for customer event notifications. It will show the URL, date, and time.
The Zoom placeholders are hyperlinks. Don’t paste them right after text because doing that will deactivate the hyperlink. The recipients will only see the hyperlink text and not the clickable URL, time, and date.
Find the Link to a Zoom Meeting
You can send the link and personal meeting ID to your scheduled meeting in a Zoom invite. But you can also find these details of your personal meeting in the event information.
As a staff member or administrator, you can search for specific Zoom meetings in Amelia. In the information about the Zoom meeting, you will find a link that you can click. You can also click the Edit button and then open the Zoom tab. There are two links, one is for the host and the other for the invitees. You can copy and paste the invitees’ link and resend it if you have to.
If you use the Edit button, you will find the two links right under the date and time settings section.
Users can locate the personal meeting link in the Zoom user panel of their Zoom account. Before the meeting, they can also click the hamburger menu next to the appointment or event and then click Join Zoom Meeting.
What Else You Can Do with Amelia
Amelia is one of the best-equipped booking management plugins for WordPress. It is affordable and offers a practical and beautiful user interface. You can use it to book appointments and other events.
Not all WordPress users are die-hard tech experts. So, there is a need for a simple, easy-to-use, appointment manager. Anyone will be able to work with the practical Amelia user interface. You don’t need high-level coding or web development knowledge.
The plugin automates many basic functions. You can use it without having to go into the WordPress admin dashboard.
Amelia takes care of syncing appointments that your clients make through your Google Calendar. You can trust that your schedule is always up to date. With this plugin, you can send email notifications to yourself and your team members. Everyone is always aware of upcoming Zoom meetings and client visits.
The following is a list of some of Amelia’s amazing features:
- The Booking interface has a practical search feature. With this feature, Amelia places itself among the most popular booking websites.
- The Amelia calendar is very easy to work with. You can see the calendar in frontend and backend mode. You can sort your Zoom meetings based on location, staff, and services.
- You can customize your booking forms. You can create your personal booking form and match it to your business needs. You can add checkboxes, text fields, and much more. You will receive all the information you need from your clients.
- The application is powerful and flexible. Amelia enables you to manage details, like hours, employees, and locations. You can offer various services and break them down into categories.
- In the Reports section, you can check which appointments are pending. You can see how much money these appointments have generated for you. You can also see what the most popular services are, and much more.
- Amelia offers support for the PayPal payment portal, which means you have access to the most popular online payment service in the world.
The above list is only a brief review of Amelia’s features, but there is much more. Check out for yourself what this Zoom meeting scheduler can do for your business.
If you enjoyed reading this article about the Zoom meeting scheduler, Amelia, you should read these as well:
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There is no better feeling than when clients book appointments online, no matter your business.
A great way to get more of these coveted bookings and more leads is to add a Book Now button to your website. A booking button can be a great feature on your website to help with building a clientele on the spot. It also allows existing customers to book appointments without talking to you.
Building a clientele is a little like fishing; You can’t go fishing without using a hook. A Schedule an Appointment button is a great way to help customers take action before leaving your site.
Streamline your booking process and help customers feel safe by adding a booking button. This article is dedicated to explaining how.
How Book Now Buttons Help Get New Customers
There are thousands of people who will check out your website out of curiosity. Allowing them to book appointments from your website can act as a call to action for clients. How can it help? Here are a couple of examples:
- You can track the origin of your leads. This can help you to see which of your marketing techniques are working the best, so you can invest more in those.
- You can track the rates of conversion. This means that you can see how many people clicked the button, how many saw the button, and how many booked an appointment. You can even send confirmation emails or email reminders to your clients.
- You can also choose times for these bookings. You can select which business hours work best for your schedule and edit the booking page to display them.
How to Optimize Your CTAs to Improve Booking Conversion Rates
Yes, text. It may seem simple, but sometimes the truth is simple. And the truth is, if you keep your CTA (Call-to-Action) short and sweet, your CTA will be better.
It is also good to make sure that the text of your CTAs matches its actions. If not, it can stop new clients in their tracks.
Your CTA must not fall into the background; it’s one of the main points of your website! Make sure that your button color contrasts with the rest of your website. If it falls into the background, it could end up being a useless feature.
This may not seem as important as the other details, but this can matter as much as button color. If your CTA is too large, it can distract a user from the rest of the website. If it’s too small, it may not prove helpful. Make sure to customize your Book Now button to fit with your website.
Placement is super important, as a hidden button won’t help anyone. Make sure to place your CTA in a prominent location on a heavily trafficked page. Or, since buttons are free, you can place Book Now buttons on all your website’s pages.
People want to book appointments easily, which means that your booking button must be in an easy-to-find location. There are two possible strategies from which you can choose. You can choose the front and center approach, or the sidebar form approach. Both are good, but you need to choose which works best for your website and audience.
Use Responsive Design
Keep in mind that at least half are using your services through a mobile device. Make sure that these clients have access to your Schedule an Appointment button.
Make sure to be creative when you create your booking button. You want your online booking button to be different from other websites – innovate. Make your website yours, and wait for bookings to arrive.
How to Add a Schedule an Appointment Button to Your Website with Amelia
If you want an online booking button for your website, you will need to make it first. You can do this by adding a booking form from the front-end. The Amelia plugin gives three good choices for customers who want to book appointments. The three are as follows:
- A Step-by-step Booking Process Wizard
- A Front-end Booking Catalog
- And a Front-end Booking Search
To add a Schedule an Appointment button, you will need to write some shortcode to one (or more) of your website pages. If you’re using another page builder, or if you can’t find the shortcode button, here are some shortcodes you can use to make a button:
Use this if you want a search bar for a preselected date: [ameliasearch today=1]
Use this if you want a search bar: [ameliasearch]
If you own one of the packages for Amelia (either Pro or Developer will work) you can select whether you will show packages or show services. The shortcodes are as follows:
If you want your booking bar to show packages, this is the shortcode for you: [ameliasearch show=packages]
If instead, you want to show services, this is the shortcode you should use: [ameliasearch show=services]
All you have to do is enter the shortcode and press Publish or Update. If you still need more shortcodes for your booking form, you can go to this page.
You first must create a WordPress Page or Post using tools from the WordPress site. If you want to create a page, go to the WordPress admin panel. Next, go to Pages, then Add New, and then give a name to the page.
Next, you will need to make the step-by-step booking form into the booking page. To do this, click the Amelia button in the editor.
Next, choose Booking in the menu and select OK. Next, the shortcode will appear in the text.
You can also type your shortcode if you so prefer, although it will take longer.
Always make sure to click Save; you don’t want to lose your hard work. Next, open it on the front-end of the site. If all goes well, you should be able to see the booking wizard appear.
If you want to book new appointments, all you have to do is follow the steps from the page wizard.
Managing Appointments in WordPress Admin
After you have made a booking page and can manage appointments, you can edit it using your WordPress access window.
To continue to manage and customize your new page, enter your WordPress window and open Amelia, and select Appointments.
Next, you can see the appointment you have made, the type of appointment made, as well as the date of the appointment. You can either use the helpful tools that you have at your disposal to edit the booking page or access and customize the appointment parameters.
You should see the appointment you’ve booked at the front-end. You can change the appointment status or click Edit to adjust the appointment parameters.
How a Schedule an Appointment Button Will Continue to Help Your Business
Encouraging customers to book on your website will be a great help, whether you use your primary calendar or a google calendar. Hook your clients by using Amelia’s Schedule an Appointment button. Help your clients book before they leave.
If you enjoyed reading this article about adding schedule an appointment button, you should read these as well:
- How to Deal with Canceled Appointments and Reduce No-Shows
- Double Booking Appointments? Here’s How to Avoid That
- The Top Appointment Reminder App Options to Pick From
Amelia is a fantastic way to create and display events in WordPress. But what do you do if you want to restrict access to any or all of your events? In other words, how to create private events in WordPress so only certain people can view and book them?
The solution is to use Amelia with the Password Protected Categories plugin by Barn2. Password Protected Categories is an easy-to-use plugin that lets you make events private. This means you can restrict access to events so only authorized people can see them.
In this tutorial, we’ll show you step-by-step how to create private events in WordPress using Amelia with the Password Protected Categories plugin.
Why Create Private Events?
If you’re looking for a way to organize an event that only pre-approved attendees can access, you’ll need a way to create private events. These are events that only certain types of users can make bookings for.
Let’s take a look at some examples of why you might want to create private events:
- Staff-only events. Companies might want to host an event for board members and staff members only. The easiest way to do this is by setting up a private event in WordPress. Corporate events, workshops, training sessions, and seminars are examples of staff-only events.
- Members-only events. Membership site owners might need a way to accept bookings for members-only events. By creating a private event, they can let authorized members register for the event.
- Training events. Businesses that organize training workshops for new hires can set up private events on their website. They can list the different training workshops in a password-protected events category and grant access to the new hires.
Depending on your specific use case, you can create private events that are:
Shown publicly on your event website but only authorized users can access them.
Hidden from public view on your website.
The good news is that you can create both types of private events using the Password Protected Categories plugin with Amelia.
How to Create Private Events Using Amelia
Here, we’ll show you step-by-step how to create private events in WordPress using Amelia with the Password Protected Categories plugin.
The plugin lets you hide or password-protect categories in WordPress. You can use it with Amelia to restrict access to events simply by hiding or password-protecting event categories. It’s the easiest way to create private events in WordPress.
Password Protected Categories come with 3 options for restricting access to the category:
- Password protection – Use this if you don’t want the people who book your events to have individual user accounts on your WordPress events site.
- User role protection – Use this if the people booking your events have an account on your site. (Tip: You can use the free User Role Editor plugin to create a dedicated user role for your event attendees. That keeps them separate from the standard WordPress user roles such as Subscribers.)
- User protection – For even more fine-grained protection, you can choose which individual users on your website will access the category.
You can mix and match the above options as needed.
For this tutorial, we’ll assume you already have the Amelia plugin set up on your WordPress site and added some events.
Step #1: Install Password Protected Categories
Get the Password Protected Categories plugin. You’ll receive the plugin files along with a license key in a confirmation email.
Log into your WordPress site and install and activate the plugin. Then, go to Settings → Protected Categories and enter your license key to start using the plugin (or do it in the setup wizard).
Click the Save Changes button.
Step #2: Create Events Using Amelia
If you haven’t done so already, create events in WordPress using Amelia. Here’s how:
Head over to Amelia → Events from the WordPress admin panel and click the + New Event button. Fill out the event details and pricing information.
Once that’s done, click the Save button to continue.
Step #3: Create Event Categories
Next, we’ll use the free Pages with category and tag plugin to create categories for pages in WordPress. Once that’s done, we’ll create event categories, add the event shortcodes to our pages, and structure them into the event categories.
To do this, install the Pages with category and tag plugin and activate it. Next, go to Pages → Categories and create a new event category. The categories you create will depend on how you want to restrict access to events.
There are two main ways you can use Password Protected Categories with Amelia:
- Restrict access to all events.
- Restrict access to specific events.
Method #1: Restrict Access to All Events
If you want to make all events private, you can create a new events category (or sub-category) and structure all events into this category. For example, you might call it Private Events or Members Only Events.
Once that’s done, all you have to do is use one of the protection options the Password Protected Categories plugin gives you to restrict access to all events in the main category. For example, if you want to password protect events, you’d tick the radio box next to the Protected option under Visibility and then enter a password.
The Password Protected Categories plugin lets you enter multiple passwords, as well. This makes it easier to manage user access to events.
Click the Add New Category button to continue.
Method #2: Restrict Access to Specific Events
If you have a few different events that you want to restrict access to, you can use Password Protected Categories with Amelia to hide specific event categories only. For example, you might want to make all Training Events private.
This will automatically make events in any sub-categories private too. So, if you have sub-categories called Onboarding Training, Technical Skills Training, and Compliance Training, all events structured under these sub-categories of Training Events will also be protected.
We’ll use both the Password protected and User roles options to restrict access to these types of events. This way, all Amelia Employees can access the events, and so can anyone else who has the correct password.
Click the Add New Category button to continue.
Step #4: Display the Private Events on Your Website
To display the private events in WordPress, start by creating a new page. Give the page a suitable title such as Learn Excel.
Add the Amelia – Events shortcode to the page and toggle the Preselect Booking Parameters option. Next, use the Select Event dropdown to choose the event you want to display on the page.
Finally, use the Categories option to structure the event into suitable categories. Following our example from above, we’ll categorize this under Technical Skills Training.
Click the Publish button to continue.
The event page will look something like this on the front end:
When the user enters the correct password, they’ll see the event details and booking options. It will look something like this:
How to List Events Publicly but Restrict Who Can Make Bookings
So far, we’ve assumed that you want to completely hide events from public view. However, you might want to display events publicly on your website but require people to enter a password to make a booking.
For this, you can use Password Protected Categories’ visibility options to display private events publicly while still requiring authorized users to enter the event category password or login to their user account to access the single event page or make a booking.
Go to Settings → Protected Categories from the WordPress admin panel. On the plugin’s settings page, you’ll see the Show protected categories? option. Tick the checkbox next to it and then click the Save Changes button at the bottom of the screen to continue.
This will show the protected event categories in public areas of your site including navigation menus and widgets. The benefit of this is that site visitors will be able to discover your events.
Once they click on the event page, they’ll need to enter the correct password to make their booking.
Create Private Events in WordPress Today!
Using Password Protected Categories with Amelia, you can easily create private events in WordPress. It gives you the option to create private events that are hidden from the public-facing site or display them on the website while still requiring users to enter the event password to view event details or make a booking.
You can restrict access to private events by password-protecting them or by preventing specific users or user roles from accessing the events. The Password Protected Categories plugin lets you set up multiple passwords per event category which makes it easy to grant and revoke access to private events.
Get Amelia today to create events in WordPress and use Password Protected Categories to make them private in a few simple steps.
The Amelia Booking Plugin for WordPress allows you to organize your availability in your calendar. It helps your clients schedule appointments or events in Google Calendar, or any other calendar you use, at the most convenient time for you.
However, today, most businesses need to schedule more than just appointments. They need to schedule video conference meetings.
Google Meet has greatly assisted with the wave of video conferencing that has recently surged in society. Now, anyone can schedule a meeting with up to 100 participants, for up to 60 minutes, and it’s free!
Amelia has been integrated with Google Meet to make a super app. Now, you can schedule Google Meet meetings with ease, making video conferences much easier. This article will discuss the advantages of integrating Google Meet and how to schedule Google Meet meetings.
Advantages of Integrating Google Meet
Google Meet video conferencing has been growing and changing very quickly! Each new feature seems to make the next meeting easier. Google has been adding many new tools, like resizing and moving video feeds, an AI-assisted auto-zoom, and a data saver mode. They also recently added some cool new features such as video backgrounds that help users stay engaged during every video call.
The free version allowing up to 100 meeting participants and a 60-minute time limit is a definite plus for the Google workspace. Zoom caps their free version at 40 minutes. Also, anyone who owns a Google account will already be able to use Google Meet, as it is completely integrated with the rest of the Google workspace.
Another big plus for Google Meet is that it is complemented by the rest of the G Suite products. This can range from Google Calendar to your Gmail account.
Another plus is that you can also share your screen to present a document or spreadsheet with all the participants. Google Meet also allows polls, which can help your meeting participants make real-time decisions and save the data afterward.
Another good thing about Google Meet is its ease of use. All you have to do to join is click the meeting link. You can join through the web app or the dedicated Google Meet app.
All Google Meet links come with an excellent level of encryption. Meeting ID details are 25 character strings and participants can only join Google Meet 15 minutes before meetings start. This means that no one will join by accident and you will only have participants that you have invited.
Configuring Amelia and Google Meet Integration
When you integrate Amelia with Google Meet, your staff members will be able to start a meeting whenever they want. This also allows you, or them, to add any other devices that may be needed. The meeting details can be seen through a link and all staff members, who have the meeting invite, will see the meeting in Google Calendar.
Set the Google Calendar Synchronization First
To schedule a Google Meet meeting, you first must set up the Google Calendar synchronization. Next, connect the users who you want to see your meetings.
After you have finished setting up your settings in Google Calendar, you will need to add your employees to Google Calendar. Then you will be able to make an appointment for an event in your Google Calendar. You can do this by going to the employee page and clicking on the employee that you want to add. Once you have opened their profile, there will be an option to connect the employee to Google Calendar.
When you select the “Sign in with Google” option, you will be redirected to select a Google account. Once you are connected to your account, you will be redirected back to your profile. Make sure to click “Save” so that you do not lose your progress.
Once you have synchronized your Google accounts, all of your employees will be able to sync their work schedules to their Google Calendar using Amelia. Whenever an appointment is booked in Amelia, Google Calendar will add the customer as a participant.
If an employee already has events in Google Calendar marked “Busy”, they will not be available for Amelia’s bookings. This can help if you have problems with overbooking. You can cancel, reschedule and even delete appointments in Amelia, so there is no need to jump around on different sites.
A quick note: if you reschedule in Google Calendar, it will not be reflected in Amelia. On the other hand, whenever you reschedule in Amelia, it will be updated in Google Calendar also.
Amelia is a powerful WordPress booking plugin that works flawlessly with WordPress sites of all kinds. It has a minimal, yet powerful appointment booking interface designed to ease your workflow, automate repetitive tasks, avoid double booking, and make appointment booking a breeze for your customers.
You can even have email notifications and SMS notifications so that nobody forgets about their appointment bookings.
In order to book an appointment, the complete user interaction takes a few clicks with this WordPress plugin. Moreover, with it you can accept payments via PayPal and Stripe, perfect for those who want to pay in advance to book appointments.
As a business owner, you can monitor KPIs in the WordPress dashboard and analyze other important data to keep a pulse on your business. Amelia is a straightforward, no-nonsense booking calendar plugin and an amazing option for those who want an around-the-clock solution for their WordPress site.
Amelia also has an Events Calendar module integrated within its features.
You can now automate your event bookings as well. To be more precise, it means that you will be able to schedule a single day, a multi-day, and also recurring events with Amelia.
Did we mention that you can manage multiple locations and that you have Google Calendar integration?
All of these and much more are under only one license, no add-ons are needed.
To test things for yourself, I’d suggest checking out the demos and seeing how things look on the front end as well as in the back end.
Should you Schedule Google Meet Meetings with Amelia?
Amelia is built for businesses that depend on stable service bookings, appointment bookings, or event schedules. This gives everyone the ability to use and rely on their WordPress websites for appointment bookings with no added stress. Following is a list of businesses who Amelia is designed for. If your business fits one of these options, then you should definitely try out Amelia and schedule Google Meet meetings today!
- Consultants (coaches, lawyers, psychologists, bookkeepers),
- Salons (hair salons, nail salons, cosmetologists, chiropractors, tattoo artists, piercing studios, tan salons, etc.),
- Education (online tutors, language teachers, private lessons),
- Healthcare (doctors, dentists, nutritionists, homeopaths),
- Personal and Professional Services (photographers, cleaning, catering, automotive services/technicians, musicians),
- Fitness & Gyms (yoga classes, personal trainers, dance instructors),
- Any other event services.
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B2B appointment setting is more than writing down dates on a calendar. Setting appointments is an integral and essential part of being successful in the sales business.
Being a successful appointment setter means forging long-term relationships with other businesses. B2B appointment setting is an important element in generating qualified leads.
This post can serve as a guide in B2B appointment setting. It will define the term, delve into the benefits, and share eight useful tricks to set up B2B appointments.
What B2B Appointment Setting Is
Wholesale eCommerce is the part of the sales process where a sales team actively searches for new leads. This is part of the initial stages of the sales process, and usually, an experienced sales person will handle it. After the initial stage, a closing sales representative will take over to seal the deal.
B2B appointments offer great opportunities to explain in person what your service or product is all about. This could also include a product demonstration and an in-depth explanation of your company. It gives an opportunity to see what your organization can do for your prospective clients. These are just some of the features of B2B appointments, but there are still more benefits.
For your company, it means that you can expand your loyal client base and grow your business. The ones that make these B2B appointments are appointment setters. Most of the time, they are sales development representatives (SDRs).
The Importance of Appointment Setting
B2B appointment setting helps sales teams to improve their sales tactics. It leads to better conversion and increased revenues for the company. This article will explain some of the benefits of B2B appointment setting.
Builds Stronger Relationships
An in-person appointment allows sales reps to get to know their prospective customers. They can convey their company’s philosophy and start building a relationship. This stage of the sales funnel is very important, as it lays the foundation for a smooth sales deal. Clients will likely come back for support and more products or services if this stage is successful.
By splitting the sales process into different stages you can have a specialist sales rep for each phase. Within a team, each member is uniquely talented. One may be very good at creating new prospecting techniques. Others may be very effective at closing sales deals. When you allow them to do what they are good at, you allow them to show off their talents.
Saves Time And Effort
The lead generation process is time-consuming and takes effort. Often, it includes making phone calls, composing and sending emails, and communicating through other channels. A sales team can make the process more efficient by selecting the most promising leads. Meetings can reveal who are the most enthusiastic and who represent the highest value.
The quality that most appointment setters have is that they are able to generate interest in clients. They know what the key selling points are and how to emphasize the company’s values to the customers. The value of the company is vital in showing why its products or services are better than the competitions’.
Improves Customer Experience
B2B appointment setting is key in resource management, and it affects the entire sales process. There is always an experienced team member available that can answer questions specific to the sales stage. Customers feel cared for and that results in a better customer experience and increased loyalty.
Appointment setting companies are among those that are starting to establish themselves. These in-person meetings help to build a new company’s name and fame. That is a benefit even if the meeting does not lead to an immediate sales deal.
Approaches and Tips to Get More B2B Appointments
It would be nice if every business that you approach shows interest and wants to book a B2B meeting, but that is not realistic. B2B interactions are rather complicated. The efficiency of the sales team in conducting B2B appointments is key to the success of a company. Investing in improving the B2B appointment setting rate is thus very wise.
Finding good tips in this field is not easy, but the following is a list of helpful tips and tactics. They can make the work of an appointment setter easier. You can increase the number of meetings when you follow these suggestions.
Do Research Beforehand
Research is the key to finding high-quality leads. It is important in at least three ways. It will help a sales representative to find potential qualified leads. And it will help the one that conducts the meeting to be well-prepared for a meaningful conversation. Knowing the client well through research also helps to come to the meeting with confidence.
Always Ask for an Appointment
That sounds obvious. That should be the goal for the appointment setting company. Some may find asking for an appointment embarrassing, especially after the client does not seem interested. Still, it is advisable to ask for a meeting, no strings attached, to get better acquainted.
There may be reasonable concerns on the part of the lead, and they could be the cause of some hesitance. Acknowledge those concerns. Ask smart questions to find out the cause of the hesitation. Maybe there is something that you need to improve upon in your sales process. It puts you in a position to help them. Be patient, and persistent, and use your previous research to overcome their concerns.
When you set appointments, don’t give up after the first or second rejection or if the client does not seem very interested. Reach out if you have new updates that could be interesting to the client. You will not miss an opportunity to close a deal if you are persistent in your efforts.
B2B appointment setting involves more than selling a product and raking in the money. It involves getting familiar with the needs and concerns of the client. It is possible that the seller and potential buyer are not a good match. Do not be too pushy, and do not tell the client what to do. It is better to take a more conventional approach.
The human touch is much more effective when it comes to appointment setting. Invest time in preparing a personal approach to lead qualification.
Building a relationship of trust with a client takes time. Not every lead will be enthusiastic after one conversation.
So, do not get discouraged when you do not see immediate results.
Keep the long-term objectives in mind. Larger organizations in particular take longer to respond to your efforts. The process involves more people and departments, and they work with longer time horizons.
Ask Thoughtful Questions
To identify qualified leads, it is important to get to know the company well. Knowing the company will tell you how likely they are to purchase your products or services. It is crucial to ask thoughtful questions and come to an understanding of your client’s perspective.
Use Your Value
Your company has something to bring to the table to help your client. Make sure that you make your value known. If your service or product improves workflows, tell your client so. If the client knows what you can do for them, they will be more inclined to set an appointment.
Use Appointment Setting Scripts
It is always a surprise what a prospective client might say or do during a phone call. They might display annoyance or disinterest. It’s important to pay attention to their manner of speaking, tone of voice, and questions – for that reason,
creating an effective appointment setting strategy is not easy. A B2B appointment setting script will help you to deal with different scenarios.
These scripts are useful during a phone call and for training new appointment setters. You can include scripts for
- Dealing with reluctance
- Controlling the conversation
- Preparing a second call
- Presenting a value proposition
- Increasing the setter’s confidence
A good B2B appointment setting script should have the following elements:
- Frequently asked questions
- Prequalifying questions
- Value proposition
- Appointment setting
Track and Evaluate KPIs
Keeping track of your KPIs and other statistics will help you to see where you can improve. To do so,
the entire sales team keeps accurate records of their conversations.
Detailed reports of the conversations are very important; that is information that helps you to improve your approach and increase efficacy.
You can keep a record of conversion rates, calculate your ROI, and improve future marketing campaigns.
Do You Feel Confident About Your B2B Appointment Setting?
With a good B2B appointment setting approach, you will be able to find better-qualified leads. You need good leads to keep your business running. Use different strategies to reach out to other companies. You will soon find out what works best for you.
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