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

Step 4: 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