Looking to build an online appointment booking system? Managing appointments for your services can be a hassle. By setting up an appointment booking system, you can allow your clients to easily schedule appointments on your website without your intervention.
In this article, we’ll show you how to make an appointment booking system with WordPress.
Choosing an Appointment Booking Plugin for WordPress
BirchPress is the best choice if you need a complete appointment booking plugin for your site. It lets you manage your appointments directly from your WordPress dashboard.
You can choose WPForms if you want to integrate your appointments with your favorite standalone appointment booking platform. WPForms is a complete online form builder. With its Zapier integration, you can connect your appointment booking form with any web application that supports Zapier.
Here’s a tutorial on how to make a client booking form with WPForms and manage your appointments with Google Calendar for example.
In our tutorial, we’ll be using BirchPress for making an appointment booking system with WordPress.
Getting Started with an Appointment Booking System
To set up an appointment booking website with WordPress, you’ll have to purchase a domain name and web hosting.
A domain name is your website’s address on the internet, like Google.com and IsItWP.com and web hosting is where your website content files are stored online.
We recommend you to start your website on Bluehost, one of the best hosting providers in the world. They’re also an officially recommended hosting provider by WordPress themselves.
We’ve worked out a deal with Bluehost to offer our users a FREE domain name and over 60% off on web hosting. With Bluehost, you can start your website for as low as $2.75 per month.
Step 1: Install and Configure BirchPress
The first thing you’ll need to do is install and activate the BirchPress plugin. After the activation, head over to the plugin settings by navigating to Appointments » Settings and start configuring your booking system.
In the settings page, you can find a few different sections as follows:
- General: Customize general options including time zone, currency, default calendar view, and so on.
- Form builder: Here, you can customize your appointment form.
- Notifications: Set up a notification to service providers and your clients. Emails are sent when an appointment is booked, rescheduled and canceled.
- Payments: In the Payments tab, you can set up your payment settings. BirchPress allows you to collect payments via PayPal. For more payment gateways, you’ll need to install WooCommerce integration.
- WooCommerce: Enable WooCommerce integration in this section.
- Custom code: Add custom code to your BirchPress plugin.
Step 2: Add Your Locations
If you offer your service on multiple locations, then you can manage appointments for all your locations from your WordPress admin. All you have to do is add locations in BirchPress and allow users to choose the correct location when they book an appointment.
To add a location, go to Appointments » Locations. Then click Add Location.
Then, you can specify more details about your location, including phone number, address, zip code, etc.
Step 3: Add Service Providers
Next, you’ll want to add service providers or staffs. If you’re a solopreneur, then you only have to add yourself as the service provider.
If you want to manage appointments of your entire firm, for say, your tax consultancy, then you’ll need to add each consultant in your booking system.
Adding providers in your booking system is easy. Navigate to Appointments » Providers and specify the details of your providers.
You can specify the name and description of the provider in the editor. Then assign the services each provider can perform in the Services box. When you scroll down the page, you’ll see several meta boxes as follows:
- Additional Info: Specify the email address of the provider.
- Calendar integration: BirchPress works with the calendars you already have, including Google, iCal, iPhone, Android or Outlook. You can import and sync your appointments automatically.
- Days off: Specify the days off in the calendar
- Work schedule: Choose a city and add a schedule for each provider.
Step 4: Add Your Services
To add a service in BirchPress, go to Appointments »Services and specify your details. On the right-hand side, you can specify the locations where you’ll be performing this service and the providers who can handle it.
Then, scroll down the page and adjust your service settings per your needs.
Step 5: Publish Your Booking Form
Now that you’ve set up all the details of your services, it’s time to publish your appointment booking form.
A booking form can be embedded in a page post and widgets via shortcode. Once it’s published, your clients can easily check availability and book appointments online easily.
To publish a booking form, create a new page in WordPress. Then add the following shortcode to the editor wherever you want to embed the form: [bpscheduler_booking_form]
Alternatively, you can add an appointment directly from your WordPress dashboard by going to Appointments » New Appointment.
Here’s how a sample booking form looks like:
You can also check out the calendar to view and manage your booking by visiting Appointments » Calendar.
We hope this guide helped you make an appointment booking system with WordPress. For more plugins, you can check out the guide on the best appointment booking plugins.
The post How to Make an Appointment Booking System with WordPress appeared first on IsItWP – WordPress Technology Lookup Tool.
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