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Cart in Amelia WordPress Booking Plugin

Imagine a customer booking multiple services at your salon: a haircut, a manicure, and a massage. Instead of booking each service individually, they want a streamlined process to add all services to a cart and confirm them in one go. That’s where Amelia’s Cart feature comes into play. With this feature, customers can easily book several services (appointments) from different providers or at different times, and then finalize the booking all at once.

This feature enhances the customer experience by reducing the hassle of making multiple individual bookings.

Enabling and Using the Cart Feature

To enable the Cart feature, go to Amelia SettingsPayments. In this section, you’ll find a slider to toggle the Cart feature on.

cart-enable

Once you save the Payment Settings, the front-end forms will update, and your customers will see a slightly different booking process with the added “Cart” step. In this article, we’ll demonstrate this using Amelia’s Step-by-Step Booking form.

front-cart-1

When the customer selects the Service, Date, and Time, they will see the “Book Another” option, which takes them back to the service selection step, and the “Continue” option. This allows them to proceed with booking a single service or to finalize their selection of previously chosen services.

front-cart-2

The list of all appointments added to the cart will be displayed before proceeding to the “Your Information” step. This allows customers to review their selections, ensuring that they are booking exactly what they want. Each appointment will show key details such as the service type, date, time, and any applicable deposits or taxes. Customers can easily make adjustments at this stage by removing any appointments they no longer wish to book or returning to add more services. This feature enhances the booking experience by providing transparency and control over their selections before they finalize their information.

front-cart-3

As illustrated in the screenshot above, once more than one appointment is added to the cart, your customers will have the flexibility to delete or edit their selections by clicking the “down” arrow on the far right of each service (appointment).

Editing an appointment allows customers to adjust their choices significantly—they can opt for a different service, choose another employee, select a different location (if you offer multiple options), and change the date or time. This adaptability ensures that customers can easily tailor their bookings to suit their needs.

Importantly, the time slots that were previously selected do not affect the addition of other services (appointments), preventing any possibility of double-booking the same time slot. This feature provides peace of mind for both customers and service providers.

If your services include Custom Fields, these will be displayed collectively at the end of the booking process in the “Your Information” step. For example, if Service 1 has a specific custom field, Service 2 has another, and Service 3 has yet another, all these custom fields will be neatly summed up in this step, ensuring clarity and organization.

Finally, the last step (Payments) presents a breakdown of the price for each service, giving customers a clear understanding of their total costs before they complete the booking.

front-cart-5

It’s important to note that, as highlighted in the previous screenshot, the Cart integrates all enabled payment methods from Amelia’s General Settings. This means that even if a particular service has “on-site” payment disabled, it will still be available as a payment option within the Cart.

Additionally, the “Cart Purchase” templates have been introduced to the Email and SMS notifications. When you click on this notification, you’ll have the ability to configure the %cart_appointments_details% placeholder. This allows you to specify the information included in that placeholder, enabling you to customize the notifications your customers receive based on their cart activities.

cart-notification

Customizing the Form

In this section, we’ll briefly guide you on how and where to customize the segments of the forms that display the Cart feature. For a more comprehensive guide on customizations, please refer to our detailed documentation.

When you access Amelia’s Customize section, the first step is to select the Step-by-Step Booking Form 2.0. Keep in mind that if you’re using the Catalog form, it will display the step-by-step form in a popup. Once you select the desired form, a dummy form will automatically load, showcasing every state of it.

cart-customize

The specific step where you can define the appearance of the Cart is aptly named “Cart Selection.” Here, you’ll have the flexibility to modify various aspects, including the button types for this step, whether to display the VAT charge:

cart-customize-options

… And to customize all labels that are present on the Cart step within the Step-by-Step booking view in your default, and all other languages added to Amelia’s General Settings.

cart-customize-labels

Please note:

  • The Cart feature is available in Pro and Elite Licenses only.
  • The Cart feature doesn’t work for Events, Recurring Appointments, or Packages.
  • Deposits are applied based on the selected services. If services in the Cart have a defined deposit, the total deposit will be calculated accordingly.
  • Taxes in WooCommerce are added only for items with a tax defined in WooCommerce.
  • If you need to issue refunds for Cart purchases, each appointment must be refunded individually. You can’t refund the entire Cart purchase in one go.

In conclusion, the Cart feature in Amelia significantly enhances the booking experience by allowing customers to easily select and manage multiple appointments in one go. With options to edit and delete appointments, customers have greater control over their bookings, while the seamless integration of payment methods ensures a smooth checkout process. The addition of customizable Email and SMS notifications further enhances communication with your customers, keeping them informed at every step.

By utilizing the Cart feature, you not only streamline your appointment booking process but also improve customer satisfaction. If you have any questions or need assistance, our support team is always here to help