Appointment Widget

Appointment Widgets: An Overview Insight's Appointment Widget is a great way to make booking appointments easier for your guests, streamline your appointment workflows, and create an additional touchpoint with your customers. The Insight Appointment Widget enables your guests to easily book appointments such as training sessions, tours, webinars, and classes. The appointments booked using a widget are automatically reflected on your Insight Calendar to keep availability transparent and up-to ...

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How To Create A New Appointment Widget Insight Appointment Widgets allow you to create easy-to-use widgets for your customers to book tours, personal training sessions, or other appointments. Once you create an appointment widget in Insight, you can link to it from your own website and social media accounts. This article will walk through the process of creating a new appointment widget. Login to your Insight account, and on the upper right of the screen select the dropdown next to your loc ...

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How To Create Appointment Types Appointment types allow you to categorize the appointments you create for easy sorting, organizing, and filtering. Additionally, appointment types are associated with a specified duration (e.g. 1 hour) to simplify integration with Insight's calendar and reduce the need for manual configuration.   This article will walk through the step-by-step process for creating a new appointment type in Insight. Login to your Insight account, and on the upper ri ...

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How To Assign Users To An Appointment Type Once you have created an appointment type, you can assign it to a "Bookable" user ("Bookable" settings are editable at Users → <User's name> → User Details for specific user accounts). Assigning appointment types to users is useful as it will automatically book the associated time slots on their calendar when a guest books an appointment. In this article, we'll walk through the step-by-step process to assign an appointment type to a us ...

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How To Set Availability For Appointments A user's availability determines when they are available to host appointments. Properly setting user availability for users that are "Bookable" and/or assigned appointment types is useful because it allows you to avoid scheduling and calendar conflicts when your guests book an appointment. A user's availability willl be reflected on their calendar and when guests attempt to book appointments with them. This article will walk through the step-by-step pro ...

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