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
3. Choose The Page You Want To Edit
4. Click on Edit with Elementor
5. Click on main
6. Click on the Blue Plus Icon to Add A New Section
7. Click on Widgets Panel
8. Type “html”
9. Drag highlighted element
10. Drag the HTML Widget Into Your New Section
11. Go to Dubsado
12. Click on Templates
13. Click on Scheduler
14. Choose Your Scheduler and Click on Copy Link
15. Copy iFrame Code
17. Paste selected iFrame Code into text area
18. Click on UPDATE
19. Next, We’ll Add Spacing. To Do This, Click on main
20. Click on Advanced
21. Click on Link values together to Unlink values
22. Under Padding, Type “100” for the Bottom Value
23. Click on UPDATE
24. 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!
How to Find Calendly HTML Embed Code
1. Go to My Calendly – Event Types – Calendly 2. Click on Share 3. Click on Add to website, then Click on Inline Embed
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