Create a Call to Action Button/Image - WordPress

You can add a Client Portal Call to Action buttons on different pages of your WordPress site.

Create your own service menu on your website and allow clients to schedule, send a message or pay with a click of a button.

You can upload any image or button to your WordPress website and link it to any Client Portal call to action.

Example of Call to Action button on a WordPress site

Basic: Open in Same Page/New Tab

1. Generate the action link on your account
• Navigate to Online Presence> Client Portal >Create Direct Links
• Under Where would you like to add a Client Portal call-to-action? Select Email
• Under Choose an action select your desired option and customize as needed
• Under the Grab your link section, copy the URL listed there
2. In WordPress - Apply the link to your button/image
• Navigate to the Page you wish to add the button or image
• Choose Add Media to insert your desired button/image
• Select Insert Into Page
• Select the button and choose Edit
• Under Display Settings select Link To Custom URL
• Paste the previously-copied Client Portal link
• Optional - Under Advanced Options, you may select Open link in new window/tab if desired
• Click Update to save changes

Example of a Basic configuration for image/button in Wordpress as described above

Advanced: Open in Floating Window/Lightbox

Note - To use this option, the Client Portal Widget code/plugin must already be present on your site. 

1. Generate the action link on your account
• Navigate to Online Presence> Client Portal >Create Direct Links
• Under Where would you like to add a Client Portal call-to-action? Select Website - link will open a “floating window.”
• Under Choose an action select your desired option and customize as needed
• Under the Grab your link section, copy the URL listed there
  Note - the link here is actually an HTML code consist of the call to action link and the related Class. Each call to action will have a different class, and you should use it within your Wordpress page as explained below. 
2. In WordPress - Apply the link to your button/image
• Navigate to the Page you wish to add the button or image
• Choose Add Media to insert your desired button/image
• Select Insert Into Page
• Select the button and choose Edit
• Under Display Settings select Link To Custom URL
• Paste the previously-copied Client Portal call to action link
• Under Advanced Options > Image CSS Class input the related call to action Class (e.g., if you selected a scheduling call to action, the action class is live site-schedule)
• Click Update to save changes

Example of an Advanced configuration for image/button as described above