Client Portal widgets offer different options to engage more visitors from your website - no matter where you host.
- To view and edit the different Client Portal widgets navigate to Online Presence>Website Widgets and select any of the following for your website:
- Pop Up Widget - Display a welcome invitation and calls-to-action at the bottom or side of your web page.
- 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.
- Contact Form - Add a contact form to your website with or without an option to request a service or schedule an appointment.
- Scheduling/Calendar - 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.
- Contact & Schedule Sidebar - Add a sidebar to any post or webpage. The Sidebar Widget can include your photo/logo, and a brief invitation to contact you or schedule an appointment.
- 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.
Comments
1 comment
Hello! There were some minor wording tweaks on this page and we have updated the screenshot accordingly. You are correct that client portal actions can be changed in the business page editor, this article is in reference to the page where you can edit your client portal widgets, which is the correct place.
Please leave an additional comment if anything else in the article is unclear, thanks for your comment!