How To Embed Your Appointment Calendar

If you’re like most bookkeepers I know, the primary action you want your website visitors to take is to schedule a consultation with you.

After reviewing many bookkeeping websites, one of the most common things I find myself recommending is embedding an appointment calendar directly to your website.

This is because many people don’t have the patience to click through to a contact page and fill out a form to schedule a call anymore and going back and forth via email to sort out available times to meet can be frustrating and time-consuming. This is especially true when working virtually since you have prospects and clients in different time zones.

You could be losing a lot of potential clients right now by making it hard to contact you.

A quick and easy solution is to replace your traditional contact form with an embedded appointment calendar so your website visitors can choose the day and time that works best for them quickly and easily.

In my business, I use Dubsado for appointment scheduling, workflow automation, and more. However, Calendly is a simple and free appointment scheduling tool I highly recommend for those just getting started.

Below is a video to walk you through adding your Calendly appointment calendar to your website as well as written step-by-step instructions for adding your Dubsado appointment scheduler .

I hope you find this information helpful! If you need additional support or have any questions about adding an appointment calendar to your website schedule a 1:1 brainstorming call. I’m always happy to help point you in the right direction!

1. Go to Your Dashboard (The Backend)

2. Click on All Pages

Click on All Pages

3. Choose The Page You Want To Edit

Choose The Page You Want To Edit

4. Click on Edit with Elementor

Click on Edit with Elementor

5. Click on main

Click on main

6. Click on the Blue Plus Icon to Add A New Section

Click on the Blue Plus Icon to Add A New Section

7. Click on Widgets Panel

Click on Widgets Panel

8. Type “html”

Type "html"

9. Drag highlighted element

10. Drag the HTML Widget Into Your New Section

Drag the HTML Widget Into Your New Section

12. Click on Templates

Click on Templates

13. Click on Scheduler

Click on Scheduler

14. Choose Your Scheduler and Click on Copy Link

Choose Your Scheduler and Click on Copy Link

15. Copy iFrame Code

Copy iFrame Code

17. Paste selected iFrame Code into text area

Paste selected iFrame Code into text area

18. Click on UPDATE

Click on UPDATE

19. Next, We’ll Add Spacing. To Do This, Click on main

Next, We'll Add Spacing. To Do This, Click on main

20. Click on Advanced

Click on Advanced

21. Click on Link values together to Unlink values

Click on Link values together to Unlink values

22. Under Padding, Type “100” for the Bottom Value

Under Padding, Type "100" for the Bottom Value

23. Click on UPDATE

Click on UPDATE

24. Done!

Done!

find this tutorial helpful?

Check out the additional website support tutorials listed below. And of course, if you have any questions that aren’t covered yet, don’t hesitate to schedule a 1:1 website consulting session. I’m here and always happy to help! 

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