In today’s technologically oriented world, online appointment booking is vital for businesses that depend on appointments. Clients book appointments from their devices because it’s insanely convenient.
An online booking form provides a direct way to make an appointment and, best of all, it is available 24/7. It engages more potential customers and increases revenue.
Are you looking for a WordPress appointment plugin so that your clients can complete the booking process online?
This tutorial will show you how to add an online booking form to your WordPress site using the Amelia plugin.
Choosing an Appointment Plugin
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 on the appointment form.
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.
This tutorial explains how to create a booking form template for the best results.
You will need a domain name and a web hosting service to set up a booking appointment website. A domain name is the website’s address, such as https://wpamelia.com/. A web hosting service stores website content files.
After you have set up your website, you can install your booking form plugin. Amelia offers three pricing plans: basic, pro, and developer.
- the basic plan supports one domain
- the pro version supports three domains
- the developer plan supports an unlimited number of domains
Installing the Amelia booking plugin is straightforward. The installation will be a breeze if you have any experience with WordPress. That’s because it follows the same basic steps as all WordPress plugins.
After purchasing Amelia, download the .zip file from the “downloads” page. If you bought the plugin from the Amelia website, follow the TMS Store links. If you purchased it from CodeCanyon, use the links from CodeCanyon.
Activate the Plugin
In the WordPress admin panel, go to Plugins. Click on Amelia, then press Activate. Now the plugin is installed and activated.
Amelia works right out of the box. It doesn’t require users to adjust every little detail before launching it. And it looks good with every theme.
Customization and technical knowledge are not required to install Amelia. Clients can easily book appointments with a booking form, and you can manage them from the backend.
How to Create a Booking Form With Amelia
Once Amelia is installed and activated, you can create your first booking form through the wizard which is something like a form builder, if you like. All you need to create a booking form is to input one employee and one service.
This tutorial will explain the easiest way to configure and set up a booking form. It won’t go into detail but will give you a good feel of how the plugin works. You can get additional help through the plugin’s documentation.
Enter Company Information
First on your to-do list in this form builder is to enter your company information. Insert your company logo, company name, website address, and phone number. Then click Save.
Add an Employee
Next, start adding employees in the form builder. Employees can each offer different services and display their own work schedules. They can also personalize their settings.
If you are a solopreneur, simply add yourself as an employee. If you have several employees offering different services, add them to the plugin to receive booking requests.
Go to the WordPress admin panel, click on Amelia, and select Employees to add an employee. Click the Add Employee button on the top right corner of the page.
The first tab asks for the following personal details about the employee:
- First and last name
- Location (if there are multiple locations)
- WordPress user name (this is necessary if you want employees to manage their own bookings)
- Phone number
The second tab from the booking form builder allows you to choose your employees’ services and the prices. Go to this tab and check the services. If you have not entered the services yet, you can complete this step later.
The third tab lets employees register their work schedules. The fourth tab lists days off, and the fifth tab notes special days.
After configuring all employee settings, click Save. Employees should now appear in the employee list.
Add a Service
Next, add services. Simply go to the administrative panel, and click on Services.
On the services page, you can add categories. Click on Add Category, then enter a category name and click the Apply button.
For example, a beauty salon can add a category for”Hair Stylist.” Or a cleaning company can add a category for”Rental House Cleaning.”
After adding a category, you can then add a service. Select the Add Service button in the top right corner of the screen.
After adding a new service, it will prompt you to fill out the following information:
- Picture: select an image that represents the service
- Name: give the service a name such as “Men’s Hair Cuts”
- Category: select the category that this service belongs to
- Duration: how long a session lasts
- Price: the price for one session
- Buffer times: set buffer times before and after the session so that you are never overbooked
- Maximum and minimum capacity
- Employees: select which employees offer this service
You can also enable or disable recurring appointments. After filling out the information, click Save. Now the service should appear in the service list.
Add a Step-By-Step Booking Wizard to Your Website’s Front-End
You want to add an online form to the website’s front-end to allow visitors to book appointments. Amelia provides three different booking form viewing options.
- Step-by-step booking wizard
- Services catalog
- Booking search view
This tutorial will discuss the step-by-step booking wizard. If you prefer to use a different viewing option, you can read how in the documentation pages.
The first step in setting up the booking wizard is creating a new WordPress post or page. In the WordPress admin panel, click on Pages or Posts. Then select Add New. Enter the name of the new post or page.
Select the Amelia icon in the editor toolbar. A pop-up will appear with a drop-down menu. Select Booking, then press OK.
The shortcode will appear in the textbox. Alternatively, you can manually enter the shortcode by typing: [ameliabooking].
Next, click Publish. Preview the page on the front end to see how the booking form template appears. If you set the plugin up with multiple options, clients can choose a service, location, and employee.
Then viewers will see a calendar (that can sync with Google Calendar, don’t forget) and can choose the available date and time that is convenient. The third step in the process allows viewers to enter contact information, such as their name and phone number.
The result isn’t one of those classic booking forms that are bland and look like an absolute chore to complete. This appointment form looks modern and has provides a great user experience to those who use it.
Now that your website has a booking form, clients can book appointments online in two different ways.
The first is through the front end of the website. Clients visiting your company’s website can use the booking form to schedule an appointment. They can also reschedule the appointment, cancel it, or request a different employee.
The second method is through the WordPress dashboard. Administrators and managers are the only ones that are managing booking requests this way. This feature is ideal for clients who prefer using the old-fashioned way of booking an appointment, and not through online forms.
For example, there are a lot of people who hate going through a trip registration form and filling in form fields and would rather talk over the phone with a manager.
Thus, this option gives companies greater flexibility to schedule more appointments. It gives you the ability to book appointments in person, by phone, and by text message.
For more information on booking appointments through the back end, go to the Amelia Users and Roles documentation page.
FAQs about booking forms
1. What information is required to be filled in a booking form?
Depending on the type of reservation being made, certain information must be provided on the booking form. Typically, a booking form would request personal information like your name, address, and phone number.
Additional information, such as trip dates, destinations, and preferences, may be needed when making travel reservations. When booking an event, specifics like the time, place, and number of guests may be required.
2. Is it mandatory to provide all the details while filling a booking form?
Yes, it is typically required that you complete the entire booking form. This is so that the booking can be processed and everything can be verified as being in order. The booking process could be delayed or even rejected if any information is missing.
3. How long does it usually take to fill in a booking form?
The complexity of the booking and the quantity of information needed can affect how long it takes to complete a booking form.
While a more involved form can take up to 30 minutes to complete, a straightforward booking form might only take a few minutes. In order to prevent mistakes or problems with the booking, it is crucial to take the time to complete the form completely.
4. Can I make changes to my booking form after submission?
The reservation form and the business’s policies will determine this. After a booking form has been submitted, some businesses could permit modifications, while others would not. To find out if modifications can be made and how to go about doing so, it is advisable to contact the business.
5. How do I know if my booking form has been successfully submitted?
Most businesses will offer a confirmation page or email after receiving a booking form as proof that the reservation has been received.
This confirmation usually contains information on the reservation and any necessary next steps. It is best to get in touch with the business to make sure the reservation has been received if you do not get a confirmation.
6. Is there any additional fee for filling out a booking form?
Typically, there is no extra charge for completing a booking form. However, some businesses may include a booking fee or processing fee in the total cost of the reservation. Before submitting a booking form, it is crucial to thoroughly read the terms and conditions to be aware of any potential extra charges.
7. What happens if I submit a booking form with incorrect information?
Bookings that are made with inaccurate information on them may be delayed or refused. Before submitting the form, make sure all the information is accurate by checking it again. After submitting the form, if you find an error, get in touch with the business right once to see if modifications can be made.
8. How long will it take to receive a confirmation email after submitting a booking form?
Depending on the business and the type of booking being made, it may take a while to get a confirmation email after submitting a booking form.
After submitting the form, a confirmation email is typically delivered within a few hours to a few days. It is important to get in touch with the business to make sure the reservation has been received if you don’t get a confirmation email within this window of time.
9. Can I use the same booking form for multiple bookings?
Depending on the business and the kind of reservation being made. While some businesses might allow numerous bookings using the same form, others can need a different form for each booking. It is crucial to inquire with the business about its different booking rules.
10. What is the purpose of a booking form?
A booking form’s main function is to gather all the data required to complete a reservation. This contains private information, preferred dates, and any unique needs.
When filling out a booking form, information is gathered that is needed to confirm the booking, make sure all requirements are satisfied, and provide any further assistance that may be required.
Booking forms can be utilized for many different bookings, including those for travel, lodging, events, and services.
Customers may guarantee a simple and hassle-free booking experience by including all relevant information on the booking form. Employing a booking form simplifies the booking process for businesses and guarantees that all relevant data is gathered in a consistent way.
Conclusion on creating a booking form
As you can see, Amelia is not complicated at all. You can effortlessly create a booking request form, schedule appointments, and accept payments online.
Amelia is one of the best booking plugins for those with little technical experience because it is easy to use and set up. On the other hand, it offers advanced booking options and is completely customizable for developers.
Some of its many advanced features include:
- group appointments
- multiple locations
- individual employee breaks
- service extras, and more
Obviously, if you want to go through a lot of pain in setting up old-style booking forms, there are plenty of booking form templates online.
If you enjoyed reading this article on creating a booking form, 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, WordPress booking theme examples, and team booking.