How to set up Appointment Calendar widget?

As a business owner, you know that scheduling appointments with customers can take a lot of your time. Sending emails back and forth, playing phone tag and reminding people to show up can clutter your day and keep you from the more important work of growing your business.

To help make appointment scheduling simpler and more efficient for you, your staff and your customers, we’re introducing improved Appointment calendar widget that enable customers to book repair appointments through your website.

You might be wondering why use this widget? Well, here are some of the benefits... 

  • Business owners can now define device color, type of services (pick up, mail in, walk in, onsite repair), appointment interval & set business hours.
  • Customers can view available time slots and book appointments within a few clicks. It’s simple, effective, intuitive and quick.
  • Get instant email and SMS reminders for every appointment you book, Say goodbye to missed appointments!  
  • The web page looks great on both larger screens and mobile devices.
  • It’s FREE! No strings attached :)
Ready to get started?
Check steps on how-to get up and run the appointment calendar.

1. Head to Setting >> Integrations >> Appointment Calendar Widget. You will be taken to the Introduction page of Appointment Calendar Widget. 

2. Click on Generate iFrame Code button to receive iFrame code.

3. The pop up screen will show you the iFrame Code . You can use the iFrame Code for multiple store locations as well. 

4. Now Create a blank HTML page on your website i.e book repair
5. Copy and paste iFrame code inside source tab of WYSIWYG editor on your website.

6. Once you've successfully configured appointment calendar widget on your website, customer can select device, service, view available time slots and book appointment within a few clicks. 


7.  Check out Design Example tab to see how the widget will display over your website. 

8.Head towards Configuration

9. You can either enable Time Window or Time Slot. These timings would be available for customer appointments.

10. Click on Add Break to consider working breaks each day. These timings would not be available for customer appointments. Select start, end or available time window from appointments for each day. 

11. Decide Appointment Interval from the drop-down menu.  

12. Define service offerings i.e. Mail In, Walk In, Onsite Repair or Pick up

13. Under Advance Configuration you can customize or translate success messages.  

14. Want to schedule time for business closures, time off and vacations? Set unavailable slots from Holidays tab. 

15. Click on Unavailable button. Enter duration and notes for unavailable slot and hit Save

16. Once the appointment is scheduled and confirmed, customer and admin will be notified via Email / SMS.   

17. While making a lead from appointment calendar we can add multiple devices through widgets. Same procedure will be followed for adding a device.

18. Leads generated through appointment calendar are available under repairs >> manage leads.

19. At any point If you would like to convert lead to a repair ticket simply click on status label and mark it as WON.


Q. Where can I view leads generated via Appointment Calendar Widget?
Whenever a customer books a repair via Appointment Calendar Widget, you will receive a notification on RepairDesk. You can view them in the Manage Leads section. To know more about Manage Leads section, check out this article.   

Q. Is there any option for to select category as well while creating an appointment?
A. Yes, their is a trigger under appointment calendar configuration to enable repair category on appointment calendar widget.

once you enable the trigger then repair category will be shown on the appointment calendar widget.

Q. How can I translate widget in other languages?

If you would like to translate appointment calendar widget in your primary language, please head to setting >> integrations >> language editor and click Edit.

Now click on appointment calendar widget, edit translation and once you are done hit Save All. 

Q. How can I add device color?

A. We have recently added a functionality that allow you to add color selection against each device. To set it up please head to inventory >> manage inventory >> manage services >> repairs & click on
Manage Devices under action. 

Now click on edit under action against any device and add color from next screen.

Q. Can I set customize background color for the top bar in appointment calendar?
A. yes,  you can select customs color for the top selection bar. simply go to the configuration page and at the end, you can select the colors for selection bar.

Q. Which languages are supported by RepairDesk?

A. As of now, RepairDesk supports 20 languages. To know more about Language Editor and translate sections into your desired language, please click here.   

Q. Can I display price excluding tax?
Surely. RepairDesk allows you to show price without tax to a lead when they are booking an appointment. To display price without tax, follow these steps:
1. Go to Settings
2. Head to Integrations.
3. Open Appointment Calendar Widget. 
4. Under Configurations tab, activate trigger for "Display Price Without Tax"
5. Hit Save

Now when a lead selects a repair, its price will show without tax. 

Please ensure that you've mentioned that price is without tax in the canned response. To set this up:
1. Go to Settings
2. Head towards Email Notifications.
3. Open Canned Responses. 
4. Update the canned response 
:" New Lead # {OrderId} for {Device} {Problem}}'
5. Explicitly mention that this is the price without tax. 
6. Hit Save  

Now when lead will book a repair appointment or receives an email, it will be visible that price is exclusive of tax. 

Q. How can I create an estimate?
A. To know how to create an estimate, please click here

Q. How can I track my leads in Google Analytics via Appointment Calendar Widget?
A. Curious to know how you can track your leads coming from Appointment Calendar Widget in Google Analytics? It's quite simple. Let us show you how. 

1. Setup Google Analytics on your website. 

2. Open Appointment Calendar Widget. Head to Advanced Configuration, click on Source and Paste your Google Analytics Tracking Code in the mentioned space in the attached screenshot. 

3. Click on Save Changes button. 

4. Now go to Google Analytics >> Behavior >> Site Content >> All Pages. Copy the Thanks page URL of your website and paste it in the search bar. 

5. Select Secondary Dimension >> Acquisition >> Source/ Medium. Here you can see if the lead source is organic, paid, social or referral etc. 

Q.How triggers work in appointment calendar configuration?
A. There are different triggers with different functionalities, following are the details regarding each trigger:
1.Enable Color Pickup
Enabling this trigger will allow you to select color of the device/item, which user has associated with while making item. Disabling this trigger will  remove the option to select color for device.

2.Enable on-site price
Enabling this trigger will allow the option of on site price for the appointment .

3.Enable Pick up Price
This trigger allows to  pick price for device if user select pick up device option.

4.Enable warranty repair
Enabling this trigger will allow user to select while making lead that either its a simple repair or warranty repair. This is just task type and it has nothing to do with warranty module in repair desk.

5.Enable Lead approval
Enabling this trigger will allow user to approve or close lead generated from appointment calendar.

6.Mandatory all customer detail fields
Enabling this trigger will restrict user to fill all the data in the fields regarding their detail.

7.Customer email is not required
If the above trigger is disabled only then current trigger will work.

8. Customer mobile is required
 If the above trigger is disabled only then current trigger will work. 
9. Hide price on Widgets
Enabling this trigger will hide price from appointment widget.

10.Display  price without tax
Enabling this trigger will display price without tax on the appointment widget.

11.Send SMS to a customer when lead is generated
Enabling this trigger will allow system to send SMS to customer once lead is generated.

12. Pick phone number in any format
System has a predefined format for phone number but enabling this trigger will allow adding phone number in any format

13.Pick device security code
This trigger allow adding security code for the device.

14.Send SMS to customer on appointment day
This trigger allows system to send SMS to the customer on appointment day in order to remind them.

Q. My website is developed using Wordpress. How can I install appointment calender widget on my website?
A. To install appointment calendar widget on wordpress site, what you need to do is Open Admin Panel and while adding any new page, you can copy and paste the iframe code in text editor of page as shown below.

Hit Save and you are ready to use appointment calendar widget on your word press website. Also you can link up this page to any menu or side bar to directly open the appointment calender widget with just one click.

Feedback and Knowledge Base