booking-questionnaire - Therapy Webgenie

Booking Calendar Questionnaire

Estimated time to complete – 15 minutes or less depending on the number of integrations you opt for.

Feature - Bookings (Amelia) - Questionnaire

Notify

Your Details
Availability
Your Services
Integrations
Payments

Your Details

First Name

Last Name

Specify the website we are to implement the booking feature in

Company Name (does not have to be an official name)

Business Address that appears in the signature of the email notifications

Address Line 1

Address Line 2

City

Postcode

Phone number to appear in the signature of the email notifications

Your Email (so we can contact you)

Would you like booking notifications to go to the above email?

Specify the email address where you would like booking notifications to go to

Where are the mailboxes associated with your domain name managed?

As your emails are managed elsewhere, we will require an email address for sending emails via your domain. Please provide a sending email address (such as no-reply@) and the password for that mailbox.

Telephone

Your Availability & Location

What days and times are you available for bookings? (Please do NOT specify services in this field. You will be able to specify services later)

If some of your services are carried out a physical address, please state the address or state online only.

Your Services

Optional: If you would like to categorise your services, please state the categories only that the services should be categorised into.

In the below field, enter each service in one field (click + icon to add more) Please specify the following in each field:

Service / appointment name
Category (if applicable)
Duration i.e 1 hour
Method of delivery i.e face-to-face, Zoom, telephone
If free or state price
What day(s) of the week the service is available

Services to Book

Service

Specify if you require any buffer time between appointments and if so, by how long.

If you require any break times on any day(s), please specify start and end times and for which day(s)

Would you like appointments to be automatically approved after booking, or pending awaiting for your manual approval?

Do you want to offer Coupon codes for any discounts on your services?

Would you like clients to be able to book recurring appointments for any of your services?

Please specify those appointments

Payment options for recurring appointments

Before making a booking, clients must agree to your Terms & Conditions. Please specify the URL of this in your website, or enter the blurb you would like them to accept before making a booking.

If you would like any other information from customers beyond first name, surname, email and phone when booking, please specify those fields.

Integrations

How do you plan on facilitating online appointments?

How to configure your Zoom to work with the booking calendar:

1. Visit https://marketplace.zoom.us/ and click "Sign in" top right to login

2. After logging in, top right again click "Develop" then "Build App"

3. On "Server-to-Server OAuth" click "Create" and name the app "Booking Calendar" and click create again.

4. Copy the Account ID, Client ID and Client Secret and paste them into this form in the fields below.

5. Click "Information" and add in the Company Name, and Developer Name and Email (can be your own)

5. Click "Scopes" and "Add Scopes" and then you must tick the checkboxes under the following:

User > View all user information >	View Users
Meeting > View all user meetings >	View a user's Meetings
Meeting > View and manage all user meetings >	Delete a meeting Update a meeting Create a meeting for a user

...and then click done.

6. Now click Activation and click "Activate your app".

Zoom Account ID

Zoom Client ID

Zoom Client Secret Key

We will revert back to you on configuring Google Meet later in the setup.

Select if you use any of the below calendars and would like the booking system to work with them (optional)

Google Calendar

iCalendar (Apple)

Neither

We will revert back to you with instructions about integrating Google Calendar with the booking calendar.

iCal Key Points:

This integration will update your Apple Calendar with all your calendar bookings, marking those times as busy. As a result, the booking system will avoid accepting new reservations during these busy periods on your Apple Calendar.
The Apple Calendar app (iCal), which you may use on your MacBook or iPhone, is not a calendar service itself; rather, it acts as a calendar viewer. Since iCal/Apple Calendar serves only as an interface for displaying calendars, direct integration with the booking system is not possible. For example, if your primary calendar is Google Calendar but you access it through the iCal app, you should integrate your Google Calendar instead.
Full 2-way synchronization is not yet supported. This means that if you reschedule or delete an event in your Apple Calendar, it will not be updated in the booking system so you will need to update your calendar in the booking system.

Steps to take so we can integrate iCal with the booking system:

We will need your "iCloud Email Address" and "iCloud App-specific Password”. Carry out 3 easy steps to obtain these as follows:

On your Mac, load the Chrome browser (not Safari)
Ensure you have two-factor authentication (2FA) set up on your Apple account and an App-Specific Password. Here's how:
1. Log in to appleid.apple.com
2. Under Account Security, ensure that two-factor authentication is enabled (if you haven’t already done so)
3. After enabling 2FA, click on “App-Specific Passwords” and then click the “Generate an app-specific Password” button. You can choose any name for the password. On the next screen, enter a name (e.g., “Amelia”) and click “Create” to generate the App-Specific Password.
  You may be asked to enter your Apple ID password to verify your identity. Once confirmed, you will receive a password in the following format: xxxx-xxxx-xxxx-xxxx. Copy this password (including the hyphens) and store it in a secure location. You won’t be able to view this password again once you close the popup, so it’s important to save it. If you revoke the app-specific password, you will be automatically logged out of Apple Calendar in the booking system. In that case, you will need to generate a new app-specific password and repeat the process to restore the integration.
Enter your "iCloud Email Address" and "iCloud App-specific Password” in the fields below.

iCloud Email Address

iCloud App-specific Password

Accepting Payments

Do you intend to take payment through the booking feature?

Specify if full payment is required before appointments can be booked or if you require a deposit payment, please specify in % or flat amount for each service.

Which payment processor will you use?

We require both your PayPal Live Client ID key and Secret Key. Firstly, you must have a PayPal business account (not personal). If you have a personal account you can switch it to a business account by logging into PayPal and go to settings, and click "Upgrade to a Business account" and follow the steps. Assuming you have a business account...

visit https://developer.paypal.com, click "Get API Credentials" yellow button and then login.
Click the "API credentials" icon. Top right toggle from Sandbox to Live then click "Create App" and call the App name "Bookings" and click Create App.
You can now copy the Client ID and the Secret Key into the fields below.

PayPal Live Client ID

PayPal Secret Key

We require both your Stripe Live Publishable Key and Secret Key. To get both of these,

login to your stripe account, then from the top right, ensure "test mode" is NOT enabled (ensure LIVE mode is enabled).
Click "Developers" just to the left of test mode, and just below the Developers title you will see "API Keys".
Copy the Publishable key and paste it in the form. Then click "Reveal live key" to reveal the secret key. Copy and paste it into the form.

Stripe Live Publishable Key

Stripe Secret Key

Any comments before we implement the booking feature for you?

I consent to have this website store my submitted information

Signature