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How do I enable my Drop-in Widget to accept bookings from my website?
How do I enable my Drop-in Widget to accept bookings from my website?

As an admin, learn how to embed the customizable drop-in booking widget directly onto your website

Keith Whitby avatar
Written by Keith Whitby
Updated over a month ago

Step 1 - Enable the Widget

  1. Click Settings from the left-hand menu, followed by Web Widgets, and then Drop-in booking.

  2. 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.

Step 2 - Customize Your Drop-In Booking Widget

  1. Under Options you can add a title for your drop-in booking widget, as well as your cancellation policy.

  2. Scroll down to Resources to select which rooms you’d like to be available for drop-in booking.
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    ​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.

  3. 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.

Step 3 - Share Your Widget's Link or Code

  1. Scroll to Embed and specify how you would like the widget to display on your website (pop up, embed, or via a link)

  2. 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.

Step 4 - Embed the widget code onto 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.

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?

Check out this FAQ for more detailed breakdown of the drop-in booking experience.

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