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Appointment Booking

Here is how to set up an appointment booking funnel for your website.

Cassia Watts avatar
Written by Cassia Watts
Updated over 7 months ago

The appointment booking funnel template consists of three funnel steps:

1. Landing page

2. Booking

3. Thank you

What is a booking funnel:

A 3-step booking appointment funnel is a series of steps that guides a user through the process of booking a meeting. The goal of the funnel is to make it as easy and straightforward as possible for the user to schedule a meeting with a service provider or book a reservation.

Here are the three steps of a typical 3-step booking appointment funnel:

Step 1: Landing page The first step of the funnel is a landing page that provides information about the service being offered and sets the user's expectations for the booking process. The landing page should be clear, concise, and visually appealing, with a prominent call-to-action (CTA) that invites the user to book an appointment. The landing page may also include social proof, such as customer testimonials or reviews, to build trust and credibility with the user.

Step 2: Booking pop-up The second step of the funnel is a booking pop-up that appears when the user clicks the CTA on the landing page. The pop-up should be simple and easy to use, with a clear and concise form that captures the user's contact information, appointment preferences, and any other relevant details.

Step 3: Thank you page The third and final step of the funnel is a thank-you page that confirms the user's appointment and provides any necessary next steps. The thank-you page should be visually appealing and include a message of gratitude for the user's business. It may also offer additional resources or incentives, such as a discount code for a future appointment or a link to related services or products.

Overall, a 3-step booking appointment funnel can be an effective way to streamline the appointment booking process and reduce friction for users. By providing a clear and concise landing page, a simple and easy-to-use booking pop-up, and a visually appealing thank-you page, the funnel can help service providers convert more leads into customers and increase their overall revenue.

The funnel steps:

The below image displays the 3 step funnel within the builder it's self. As you can see, you have a all the required steps to make it function for you.

Note: To the right of the funnel step you will see a trophy icon. This denotes a funnel step goal. For example, Once the visitor has taken action on the landing page. They have hit a goal. You can see all goals within the funnel analytics tab.

Funnel overview:

Below we have displayed the funnel step in full page layout.

  • Landing Page

  • Booking Calendar

  • Thank you page

Landing page:

The landing page is built using many elements, which located within the containers themselves. The main emphasis here is to generate leads. By providing enough information for them to take action and move to the next step. To capture lead information we're using the ​booking widget. Once the user selects the date and time they will proceed to the next step. During this process we have captured their email and add them to an email list.

The format and layout design for the onboarding funnel is broken down into multiple containers ensuring that all information is displayed correctly and most of all clear to read and understand.

Note: That any element of the funnel design can be fully edited to how you wish. You can also add the booking widget to the landing page if required.

Making a booking

Once the visitor has clicked on any button on the landing page, we are using a simple pop up to display the booking widget. Upon making an appointment hey will move on to the final step.

Not sure how to create a booking appointment? Tap the link below to discover how:

Thank you page:

Depending on the type of booking appointment campaign you are running, will depict what type of thank you page information you'll need. In our example, the appointment funnel was to simply generate leads to help promote our latest product launch and to build our email list. In this case it was adding a link to the CTA button to get them to join our Facebook community.

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