Booking Widget

The booking widget lets visitors schedule meetings or appointments directly from your website. Submissions create a lead in the CRM with the booking details attached.

Setup

Step 1: Configure Availability

1. Navigate to CRM > Widgets > Booking Widget
2. Set your available time slots:
   • Days of the week
   • Time ranges per day
   • Meeting duration options (e.g., 15 min, 30 min, 60 min)
3. Set a buffer time between bookings if needed

Step 2: Customize Appearance

Step 3: Configure Notifications

• Select team members who should be notified of new bookings
• Enable or disable email confirmations to the visitor
• Also send the confirmation to: extra addresses that receive a blind copy of every confirmation, calendar invite included

The blind-copy field is meant for a shared mailbox (a backoffice or planning inbox) that has to see every appointment without being a team member with a login. The addresses are blind-copied, so the visitor never sees them, and the .ics attachment travels along, which lets the shared mailbox put the appointment straight into its own calendar. Leave the field empty to send nothing extra.

Step 4: Subsidiaries (multi-location)

If your organisation has multiple subsidiaries (locations), each booking is stamped with a subsidiary so that subsidiary-scoped users only see the bookings for their own location in the agenda.

The subsidiary is resolved in this order:

1. The assigned employee's own subsidiary.
2. The nearest subsidiary to the visitor's postal code: only when Location-dependent is enabled and the widget lists subsidiaries.
3. The widget's Default subsidiary (see below).

In the agenda, each appointment shows a coloured subsidiary badge (list view and event details) and is coloured by its subsidiary, so it is clear at a glance which location an appointment belongs to.

Handing an appointment to a colleague

Changing the owner of an appointment in the agenda hands the whole appointment over, not just the calendar entry: the booking, its lead, and the lead's customer and opportunity all move to the new owner and to their subsidiary. That is what makes the appointment show up for the receiving location; a lead left behind on the old subsidiary is invisible to the very person who now has to do the work.

The subsidiary that is carried over is the new owner's employee subsidiary; if the new owner is a user without an employee record, the subsidiary picked on the event itself is used instead. If neither resolves a subsidiary, everything keeps the one it had; it is never cleared.

Step 5: Get Embed Code

1. Click Generate Embed Code
2. Copy the HTML snippet
3. Paste it into your website where you want the widget to appear

Embed Code Example

<div id="alpha-booking-widget"
     data-tenant-id="your-tenant-id"
     data-widget-id="your-widget-id">
</div>
<script src="https://your-domain.com/widgets/booking.js" async></script>

What Happens on Submission

1. Visitor selects a date, time, and fills in their contact details
2. A new lead is created in the CRM with:
   • Contact name and email
   • Selected date and time
   • Any additional notes
3. The assigned team member receives a notification
4. The visitor sees a confirmation message

Managing Bookings

Bookings appear as activities (type: MEETING) linked to the created lead. View and manage them from:

• CRM > Activities filtered by type MEETING
• The lead detail page timeline