How to Book an Appointment Online and Connect It to Workshop Software

Booking DiaryUpdated 29 Oct 20262 min read

Customers can easily book an appointment online through your website or Social Media, with bookings automatically linked to your Workshop Software account. Follow the steps below to set up this feature.

Please Note: The Public Booking Diary is available exclusively to Gold and Platinum subscription levels. If you are not yet on the Gold Subscription, click on your dashboard and select Upgrade to access this feature. Alternatively, contact your Account Manager for assistance.

Adding a "Book Appointment" Link to Your Website

If you have a “Book Appointment” button on your website, you can link it to the Online Booking diary. This allows customers to schedule their next service directly through your website, with bookings appearing seamlessly in your Workshop Software account.

Locate Your Unique URL Code

  • In the left hand Sidebar Menu select CRM Tools (1) then Public Booking (2).
A screenshot of Workshop Software's left hand sidebar menu, cursors indicate to click CRM Tools then Public Booking.

  • Copy the unique URL in the Public URL card.
A screenshot of the Public URL card, the Public URL is highlighted.

Add the URL to Your Website

Leverage your social media platforms to drive traffic to your online booking diary. By sharing your unique booking URL, you provide current and potential customers with a direct path to schedule appointments.

  • Add the URL to your social media profiles, such as the "About" section, or include it in posts, stories, and highlights to make it easy for customers to access your online booking page.

This strategy not only simplifies booking for your existing customers but also helps attract new clients, expanding your reach and generating more bookings for your business.

Additional Resources

For detailed information on the features of the online booking diary, refer to this guide: Features of Workshop Software's Online Booking Diary

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