The Drop-In Booking Widget lets you share bookable resources on your website so external users can browse availability, answer intake questions, and complete a drop-in booking. You can share the Drop-In Booking Widget as an embedded widget, a pop-up, or a direct link.
Using the Drop-In Booking Widget can help you:
Let website visitors book drop-in resources without contacting your team
Collect user details before a booking is made
Offer online payment during the booking flow through Stripe
Share bookable rooms directly on your website or through a booking link
Create a smoother self-serve booking experience for prospective users
How to enable the Drop-In Booking Widget
How to enable the Drop-In Booking Widget
Click Settings from the left-hand menu, followed by Web Widgets, and then Drop-in booking.
This feature should be enabled by default. If it’s not currently enabled, on the right-hand side of the screen under Using this feature, select Enable Feature.
How to Customize the Drop-In Booking Widget
How to Customize the Drop-In Booking Widget
Under Options you can add a title for your drop-in booking widget, as well as your cancellation policy.
Scroll down to Resources to select which rooms you’d like to be available for drop-in booking.
Note: If you are unable to switch a room on/off, it will be because the resource is not set to be bookable by the hour and/or that it’s bookable by administrators only. Click on the 3-dot icon next to the resource and select Resource Settings to go to the resource settings and update this under Booking.To customize the look of your drop-in booking widget, you can go to Settings > Web Widgets > Widgets overview> Customize Theme. Changes made here will affect both your onboarding and your drop-in booking widgets. More on that here.
How to collect questions from drop-in users
How to collect questions from drop-in users
To create and enable the list of questions:
From Settings > Web widgets > Drop-in bookings, scroll down to the bottom under 'Included fields' to click Go To User Properties OR navigate to Settings > User settings > User properties.
Optional: You can create a separate property group for your Drop-in booking web widget. Click here to learn more.
Create your questions via User properties
Scroll to the bottom of the user property under 'Drop-in widget', and select either Optional or Required based on your preference.
How to share the Drop-In Booking Widget
How to share the Drop-In Booking Widget
Scroll to Embed and specify how you would like the widget to display on your website (pop up, embed, or via a link)
Click Get the Embed Code/Link to generate an export of the code or link that can be added to your website.
When exporting the code, you first have to select how you want the drop-in booking widget to display on your website.
Embed will allow you to have the booking widget integrated onto one of your existing web pages.
Pop-up will allow you to have users click a button to open a modal that displays over the top of a webpage.
Link will give you the URL to which you can connect a "Book" button (or something similar) to open the drop-in booking widget on a separate page.
How to add the Drop-In Booking Widget to your website
How to add the Drop-In Booking Widget to your website
Note: Your website must be SSL enabled (https) in order to accept payments through this feature. If you are not sure if your website meets these requirements, please contact your web developer or website hosting service.
In Step 3 - Sharing Your Widget or Link, you will have generated an export of code or your link. This needs to be added to your website in order to complete the process of integrating drop-in booking with your website.
If you are unfamiliar with how to edit your website, it is recommended that you work directly with your web developer on how best to integrate this functionality on your site. If you don’t currently have a web developer available to you, we recommend using the link option. The link to book directly from your website will be in the format: yoursubdomain.optixapp.com/book.
How to set up manual payments for drop-in bookings via Stripe Checkout
How to set up manual payments for drop-in bookings via Stripe Checkout
Your drop-in booking widget uses Stripe to process online payments.
If you’d like to offer additional payment methods such as iDEAL, Apple Pay, and other local payment options, you can enable Stripe Checkout for your drop-in bookings. Drop-in bookings support Stripe manual payment methods when using Stripe Manual Payments.
FAQs
FAQs
Can I choose which resources appear in the Drop-In Booking Widget?
Yes. In Settings > Web Widgets > Drop-in booking, scroll to Resources and choose which rooms you want to make available for drop-in booking.
Why can’t I turn a resource on or off in the Drop-In Booking Widget?
If you cannot enable or disable a resource, it is usually because the resource:
is not set to be bookable by the hour
is bookable by administrators only
To update this, click the three-dot icon next to the resource, select Resource Settings, and review the settings under Booking Policy.
Can I customize the title and cancellation policy in the Drop-In Booking Widget?
Yes. Under Options, you can add a title for the Drop-In Booking Widget and update the cancellation policy shown to users.
Can I collect custom questions from drop-in users?
Yes. You can create questions using User properties and choose whether each question is Optional or Required for the Drop-In Booking Widget.
Troubleshooting
Troubleshooting
I can’t enable the Drop-In Booking Widget
Go to Settings > Web Widgets > Drop-in booking and check whether the feature is enabled under Using this feature. If it is disabled, click Enable Feature.
A resource is not available in the Drop-In Booking Widget
Check the resource settings. A resource may not be available if it:
is not bookable by the hour
is bookable by administrators only
To review the settings, click the three-dot icon next to the resource and select Resource Settings.
I can’t change the design of only the Drop-In Booking Widget
The current draft says that changes made in Settings > Web Widgets > Widgets overview > Customize Theme affect both the onboarding widget and the Drop-In Booking Widget.
My custom questions are not appearing in the Drop-In Booking Widget
Go to Settings > User settings > User properties and check that the user property is enabled for the Drop-in widget section. Then confirm that it is set to Optional or Required.
I’m not sure whether to use Embed, Pop-up, or Link
Use:
Embed if you want the booking experience directly on an existing webpage
Pop-up if you want users to open the booking flow from a button
Link if you want the simplest setup and do not want to edit website code
Looking to share specific resources, resource types, locations, dates or time via your website? Check out the advanced embed options here!
What happens when a drop-in booking is made?