The CloseWise booking tool is available for Pro members and can be used on CloseWise websites or embedded on any external site. Here’s how to set it up:
Access Your Booking Tool:
In your account profile, go to the My Schedule section. As an upgraded member, you’ll see a new URL for your booking site. This link allows clients to book services directly.
Enable Online Services:
If you offer online services, make sure to keep the option checked. If not, uncheck it to remove online services from your booking page.
Create Categories:
Categories are customizable, so add whatever fits your services (e.g., Fingerprinting Services). Add a description to explain what you offer. For example: "We provide fingerprinting for background checks."
Add Products:
Under each category, create products like "1 Person Fingerprinting." Set a price (or leave it as TBD if pricing is negotiable). You can also note that final prices may depend on location.
Manage Your Booking Tool:
Once categories and products are added, they’ll appear on your booking page. Clients can then select the service, pick a time, and book directly.
Confirm Bookings:
When a client books a service, you’ll receive a notification. You can confirm the appointment, negotiate the final fee, and track everything on your CloseWise dashboard.
Bonus Tip:
If you’re using a CloseWise website, the booking tool will automatically display on your site’s homepage, allowing clients to book directly from there.
For any questions or support, feel free to contact us at support@closewise.com. Enjoy the new feature and happy booking!
