Client Portal widgets offer different options to engage more visitors from your website - no matter where you host. Website widgets shorten the amount of clicks a website visitor uses to accomplish a task. They keep customers on your site and reduce your website bounce rate by creating easy, user-friendly one-click interactions. Use widgets to convert visitors into users, leads, or customers.

Widgets can be fully customized to match your website look & feel. You are able to add and edit specific actions and activities that matter most to your business needs and deliver a consistent user experience to your customers across all channels.

• To view and edit the different Client Portal widgets navigate to Online Presence>Website Widgets and select any of the following for your website:
  • Multi-Action Pop-Up - Display a welcome invitation and calls-to-action at the bottom or side of your web page.
  • Contact Form - Add a contact form to your website with or without an option to request a service or schedule an appointment.
  • Scheduler - Display a list of your services right on your website and allow clients to book an appointment, register for an event or workshop, or schedule a service without leaving your website.
  • Links & Buttons - Design call to action buttons on your website and link them to Client Portal calls to actions - Invite clients to schedule a service, contact you, pay online, register to an event or upload a document.
• Click on any selected widget to further customize it. 
• When you are ready to add the widget to your website, click on Add To Website button and copy its HTML code.
• Paste the code on a selected page on your website.

Note: WebChat is a separate widget and is not included with the client portal widgets. It must be installed separately and is not automatically added to your site in the same manner as client portal widgets. Click Here to learn more about WebChat!