Tip #7: Customize the appointment confirmation page
A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when establishing an online scheduling process. That's why Zoho Bookings makes it simple to create your own confirmation page.
After booking an appointment, the customer will see a confirmation page. This is the default confirmation page of Zoho Bookings.
If you'd like, you can redirect the customer to your website instead. You can also get the customer and appointment details through the URL and utilize it to enhance the user experience.
Redirecting to your webpage offers many advantages.
➤ Better branding: Gain better control over the page design and give the customer a more cohesive navigation experience.
➤ Cross-promotion: Promote other services and encourage the user sign up for your newsletter or promotional emails to improve revenue.
- ➤ Additional information: Show additional details than that of the existing confirmation page and customize according to your need.
Use case
Jacob is a financial advisor in Zylker Consultations. Whenever a customer books a Medical Insurance Planning session with him, he wants the customer to explore other services related to it (say, life insurance or car insurance). So, he sets the confirmation page so that it lands on his site's insurance page. This way, he attracts more business by offering special discounts for further bookings.
Please note that each service can have different confirmation pages.
To customize the confirmation page for a service
Navigate to Services > (Select the required service) > Service Preferences.
Under General, click the edit icon next to the option Booking Confirmation Page.
A pop-up appears. From the dropdown, select Show your own confirmation page.
In the Enter page URL textbox, enter the url of your preferred confirmation webpage.
Have a look at how to set a custom confirmation page and how it works
Get appointment details from the URL
The appointment details are included in the URL and can be used to show customer or service details on your website. This is useful if, for instance, you'd like to retrieve the customer's age range and show them relevant services.
To pass these appointment details to the URL, select the checkbox Pass booking details to confirmation page while adding the confirmation page.
Below is the list of parameters that are passed.
Booking details
1. booking_id=<value>
2. workspace_uuid=<value>
3. workspace_name=<value>
4. assigned_to=<value> (staff or resource name)
5. service_uuid=<value>
6. service_name=<value>
7. booking_start_time=<value> (represented in ISO 8061 format in customer timezone)
8. booking_end_time=<value> (represented in ISO 8061 format in customer timezone)
9. booking_cost=<value>
10. booking_cost_paid=<value>
11. booking_currency=<value>
Customer details
12. customer_name=<value>
13. customer_first_name =<value> (if applicable)
14. customer_last_name=<value> (if applicable)
15. customer_contact_no=<value>
16. customer_email=<value>
Custom fields
17. customer_<custom_field_name>=<value>
You can fetch these values and use them on your confirmation page as you wish.
This is an example of the redirected URL in which the bookings values are passed.
https://zylkertech.zohosites.com/?utm_source=&utm_medium=&utm_campaign=&utm_content=&utm_term=&booking_id=HI-00152&workspace_uuid=4050029000000026019&workspace_name=4050029000002958058&assigned_to=Ryan&service_uuid=4050029000002958058&service_name=Insurance%20Planning&customer_name=Robert&customer_first_name=&customer_last_name=&customer_contact_no=%2B916111111111&customer_email=robert@sample.com&booking_start_time=2023-06-05T10:00:00Z&booking_end_time=2023-06-05T10:30:00Z&booking_cost=0&booking_cost_paid=0&booking_currency=USD
In the above case, you can fetch the customer name (Robert) and the service he booked (Insurance Planning) from the URL. This can be used to display the confirmation message of your choice ("Hey Robert! Thanks for booking the Insurance Planning consultation.").
This custom confirmation page can also be set at the workspace level. Refer to the help articles below for more info.
Workspace Preferences - Confirmation Page
Service Preferences - Confirmation Page
Hope you find this tip helpful. Let us know in the comments if you have any questions.
Stay tuned and happy scheduling!
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Tip #13: Identify where your bookings come from with Source Tracking
Source tracking is the practice of identifying where your bookings originated. This is important, because online bookings come from a wide variety of sources like social media platforms, your website, email and ad campaigns, partner websites, organicTip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. BenefitsTip #18: Organize a group workshop in a few steps
It's the season for workshops—they're everywhere, catering to diverse interests and needs. Whether for more professional goals like leadership development or creative endeavors like painting, there's an abundance of workshops offered every day. A schedulerTip #16: Custom labels for staff, service, and resources
Every industry uses its own jargon. Take healthcare, for example; when you visit a doctor, it's not just an appointment, it's a consultation. The people who provide consultations are the providers. Similarly, in the tranquil world of a spa, a massageTip #15: Customize service prices for each staff member
It's common practice for a service to be priced differently based on the staff member providing it. For example, an experienced hair stylist may charge more for a haircut compared to the other stylists. This pricing strategy allows businesses to charge
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