For business owners, converting your visitors or interested parties into customers is crucial for keeping your business running. For this to happen, there has to be some sort of a bridge to convert those visitors, especially for online businesses. For good client onboarding, creating a good booking system is very important. Don’t worry if that sounds like a lot of work; you can leave phone calls and scheduled meetings in the past with an effective WordPress booking system for your WordPress site.
You can easily schedule appointments and meetings with a WordPress booking system. WordPress is known as one of the best website platforms out there for many reasons; one of the biggest reasons is the many plugins that it supports, and that is where you can implement a good booking system to arrange meetings or appointments and so much more.
Setting up appointments is streamlined to perfection with many good plugins out there. You can even collect payments for appointments, which is another possible time-waster when done the old-fashioned way. Creating a good WordPress booking system is very important if you care about saving time. And nowadays, we all know that time equals money.
A good WordPress booking system allows you to have full control over your schedule and it lets you organize your business much easier. This way, the stress on your secretary will be heavily reduced, since the responsibility for receiving phone calls for appointments will begone. With a good booking system, it is possible to go through the entire appointment process online by simply filling out a form. This sort of system also allows you to collect your information for archiving and organizing files.
You can either opt for a WordPress theme with a booking system already built-in, or you can choose to have a booking system plugin.
Learn below more about this topic in this article created by our team at Amelia.
Themes with a Booking System
There are many high-quality themes for WordPress out there nowadays, and there are also many that have a booking system already incorporated within the design.
For example, Themeforest is full of WordPress themes that have a good booking system already in place. With them, you will be able to accept appointments and manage your schedule online. Even though some of these themes need to be paid for, they are completely worth it.
You may think that designing your own theme from scratch is the way to go, but before you start that long process, check out the pre-made themes. Out of all the themes on this site, you will surely find one that will suit your needs. Whether you own a spa or a salon, or any type of business that needs appointments, the themes from this site are a no-brainer for you.
Many of these themes allow you plenty of breathing space and creativity, as you can easily customize them. For example, you can detail the pricing options, the availability of your services, and many more things. Plus, you can enable online payments so that you won’t have to deal with payments once the customer comes to you.
A crucial thing that you should look for with these themes is the ability to book appointments for your services straight from the site. Here, you should also be able to customize the look of your calendars with these themes, and add custom fields to appointments so that you can add other details that you think are necessary.
Some themes also offer the ability to add custom time slots. With these themes, you can now control appointments online and it has never been easier — even more so with online payments.
Many of these themes, along with all the features mentioned above, also offer the pre-build demo, which lays the foundations of your website for you. Doing this requires that you only have to make a couple of small tweaks or changes, allowing you to jump right into business.
What is more, these themes should offer you the ability to customize the appointment system by offering you some useful tools, such as the Visual Composer option, where you drag and drop files to create a great custom builder. This makes it easy to create a great looking and working website whether you’re a beginner or an old pro. It also makes it so that you can customize your site and make it stand out with your own specific style.
There are some great themes there, and many of them fit many purposes; if you are simply looking to promote your business, then you have many choices to choose from.If you need a more functional one with a booking system handy, then there are some good options for that, too.
Here are some features that a good-looking WordPress theme should have:
- Single-click installation
- Responsive design
- Online appointments
- Typography options
- Service showcase
- Browser compatibility
- Many options for customization and styling
- Widgets, shortcodes
- Section to display your images
- Business location map
- Sidebar rendering
- Quick navigation
- Buttons for social media
- ECommerce integration
How to Create a WordPress Booking System with a Plugin
The other option for offering a booking system on your WordPress site is to create one from scratch using a WordPress booking system plugin. This has never been easier, as there are many good plugins out there.
In this tutorial, we will feature three of the best plugins that we think are the best for booking: Amelia, WPForms, and BirchPress. With them, you can create responsive and easy to navigate booking systems in WordPress. Let’s go over how to create a booking system with each one of them.
Creating a Booking System with Amelia
Amelia is one of the most practical plugins that you can use for creating a booking system right out of the box. It works with just about any theme for WordPress, and it lets you create a booking system very easily. Here’s how, step by step:
Step 1: Install your preferred version of Amelia
The first thing you will need to do is, obviously, to install the Amelia plugin on your site. If you are using the free version, go to your WordPress dashboard, press Plugins > Add New, and search for “Amelia Lite.” Still, we recommend the premium version.
Step 2: Configure details
The next thing you will want to do is to add in some details, like your opening hours. To do that, go to Amelia > Settings, where you can configure the most basic details about your appointments.
Click on Company details, where you will have to enter some information about yourself.
There, you will have the option to choose Working Hours&Days Off. That lets your customers know when you are available.
You can even add the break times, with the Add Break function. You can, for example, set that you are available for appointments in the morning, or you can take one hour off for lunch, and add the option to be available again in the afternoon.
Step 3: Create bookable services
The next step is obviously to create what type of services you want to offer your customers for booking. Even the free version offers plenty of choices for this.
If you want to create the service, go to Amelia > Services.
Next, you will want to find the type of services you are looking to add. For example, if you are a personal trainer, you can add:
Once you have chosen the category, you can add more details to the service. You can do this with the +Add Service button to open the interface.
Open the Service Details tab, and configure the following details.
- Name – This is the name of your service
- Category – which category the service belongs to
- Duration – the duration of the service, or session duration.
- Price – the price for one session.
You can further customize the services by adding images to your service at the top and your description at the bottom.
You can even display the services that you offer in a gallery. This is a good way to present your services visually, and it can create an attractive design.
If you are done, click Save.
If you want to add more services, you can simply repeat the same steps that are mentioned above.
Step 4: Add an employee
Next, you can add an employee to one of the services that you offer. Each employee can have his own working hours, services, and other details that can be customized here.
You can add an employee by going to Amelia > Employees.
Click on Add Employee, and then a dialog window will open where you will be able to enter details.
The first tab will offer you the option to add the basic info about the employee, like the first and last name, photos, phone, other notes, and more optional details.
You can then assign the services that you created in the previous step to these employees. To do that, simply tick the checkbox in the second tab near the selected service. To end, Save.
Step 5: Embed the appointment booking form
To add the WordPress booking system to the site, you will need to embed this form. Once you are done adding services, you can embed the front-end of the booking form to your site.
Simply go to the page of your site where you want to include the form, and search for the Insert Amelia Booking shortcode in the editor toolbar.
Click OK in the popup to add the shortcode.
If you want, you can even add additional text to the form or around it. Here is what it would look like:
Creating a WordPress Booking System with WPForms
Another way to create a booking system is with WPForms. First, you will need to install the WPForms plugin and activate it. Here is the step-by-step guide on how to do that.
Step 1: Create the booking form
The first thing you will have to do is create a form inside the WordPress plugin. This is a simple contact form that can act as the booking form for your site. The following fields will be inserted by default:
- Comment or Message
You can always add more information if you need to by dragging custom fields from the left panel to the right panel.
Step 2: Customize
Of course, right now the form will look a bit bland and empty, so you will have to customize it. Drag the Multiple Choice form field from the left side to the right side and click on it.
In this example, customers will be able to choose from 3 services.
You can allow them to pick more services by adding checkboxes next to the services.
Add the Date/Time options so that the customers can pick the desired date. It is located in the left panel and moves it to the right panel.
Click on the form.
By now, the following changes have been made:
- “Required” Checkbox
Step 3: Configure your booking form’s settings
You will have to complete your form by configuring some of the form’s settings, which is a very important step to ensure that the booking works properly.
Go to Settings > General. Here you will be able to configure the following settings:
- Form Name – You can rename it
- Form Description – again, you can add anything you like as long as it suits your form
- Submit Button Text – customize the submit button
- Spam Prevention – important to enable the anti-spam honeypot and to add reCAPTCHA for safer bookings
- Enable AJAX forms
- GDPR attachments.
Step 4: Configure notifications
Notifications can be a good way to make yourself stand out, and you can customize them to make them more unique. These notifications will be sent by email to your customers once they complete the booking.
Step 5: Configure confirmations
Confirmation messages are sent or displayed to your customers to let them know they have completed their booking process and that you have received their request for an appointment. In this step, we will take a look at how to configure them.
There are 3 types of confirmations that you can choose from with WPForms:
- This is the most common type of confirmation and one that is chosen by default. A message will be displayed once the appointment is made.
- Show Page. This can take your customers to another specific page once the process is done, and is displayed after.
- Go to the URL (redirect). Sometimes, users are taken to a different website after completion.
Step 6: Add the WordPress booking system to your website
The last step would be to add the booking form to your site. There are many locations that you can add the form to, such as your blog posts, or sidebar widgets.
Step 7: Integrate with Google Calendar
After you have added the form to your site, you can integrate it with Google Calendar. It allows for much easier use, and it integrates all the information and adds it to Google Calendar for much easier control over your appointments.
Creating a WordPress BookingSystem with BirchPress
BirchPress is one of the best and most complete plugins for booking systems. You can manage your appointments with BirchPress from the WordPress dashboard.
Step 1: Install the plugin
First, you will need to install the BirchPress plugin. Then, activate it, and go to plugin settings by going to Appointments > Settings.
There are more sections within the settings page.
- General – you can configure the general settings like currency and time zones
- Form builder – customize your appointment forms
- Notifications – set up notifications. These can be emails that are sent upon booking or rescheduling.
- Payments – set up your payments here. You can collect payments via PayPal.
- WooCommerce – allows for integration with WooCommerce.
- Custom Code – you can add custom code.
Step 2: Add locations
You can very simply add multiple locations of your services or your locations with this option. Go to Appointments > Locations > Add Locations.
Step 3: Add Service Providers
Here, you will include your service providers. This includes your staff, or if you work alone, you will have to add yourself.
Also, if you have more consultants for your company you will also need to add them.
To add providers, go to Appointments >Providers, and add more details about your providers.
Step 4: Add Services
To add services, go to Appointments > Services, where you will be able to specify more details about your services, like locations and providers.
Step 5: Publish the form
The last step to complete your WordPress booking system would be to publish the form on your site. It can be published via a shortcode very easily, and you can add it to a post page or to your widgets.
To add the form, create a new page in WordPress. The next step would be to add the following shortcode to the editor: [ bpscheduler_booking_form ]
Ending thoughts on creating a WordPress booking system
The importance of having a good WordPress booking system in place for your WordPress site has never been greater. It allows you to manage appointments and organize them easier and will open up hours of your time for more important things. With Amelia, our number one choice, you can create highly functional and easy to use booking forms that will make your customers very happy.
We are a bit biased, but we’re recommending you to use Amelia. It is by far the best WordPress booking plugin you can use.
If you enjoyed reading this article about WordPress booking system, you should read these as well:
- WordPress Schedule Plugins That Will Get the Job Done
- Check out the best class scheduling software online
- The Best Apps and Plugins for Online Appointment Scheduling