Tidy is a powerful and flexible booking platform that helps businesses manage their appointments and scheduling. With Tidy, you can easily schedule and manage appointments, automate reminders, and reduce no-shows. If you have a WordPress website, integrating Tidy can be an effective way to streamline your booking process and provide a better experience for your customers.
In this article, we’ll show you how to integrate Tidy Call Booking on WordPress and how to set it up to meet your specific needs.
Step 1: Sign Up for Tidy Account The first step in integrating Tidy Call Booking on WordPress is to sign up for a Tidy account. You can do this by visiting the Tidy website and creating an account. Once you’ve created an account, you’ll be able to access your dashboard where you can configure your booking settings.
Step 2: Install Tidy Call Booking Plugin To integrate Tidy with WordPress, you’ll need to install the Tidy Call Booking plugin. Here’s how:
- Log in to your WordPress dashboard.
- Click on “Plugins” and select “Add New”.
- Search for “Tidy Call Booking”.
- Click on “Install Now” and wait for the installation process to complete.
- Once the installation is complete, click on “Activate Plugin”.
Step 3: Configure Tidy Call Booking Settings After you’ve installed and activated the Tidy Call Booking plugin, you’ll need to configure the settings to suit your business needs. Here are the steps to follow:
- Click on “Tidy” on the left-hand side of your WordPress dashboard.
- Enter your Tidy account details, including your API key and Secret Key.
- Select your preferred booking settings, including your appointment duration, available timeslots, and appointment types.
- Customize your booking form by selecting the fields you want to include.
- Set up your email notifications to send reminders to both you and your clients.
Step 4: Add Tidy Booking Form to Your Website To add the Tidy booking form to your website, you’ll need to create a new page on WordPress and insert the Tidy shortcode. Here’s how:
- Click on “Pages” on the left-hand side of your WordPress dashboard.
- Click on “Add New”.
- Give your new page a title, such as “Book an Appointment”.
- Insert the Tidy shortcode “[tidy-booking-form]” into the body of the page.
- Save the page and publish it.
Step 5: Test Your Tidy Booking Form After you’ve set up and configured your Tidy booking form, you’ll need to test it to make sure everything is working correctly. Here’s how:
- Visit your website and navigate to the page where you inserted the Tidy shortcode.
- Complete the booking form and submit it.
- Check your email to ensure that you receive the booking confirmation and any other relevant notifications.
- Log in to your Tidy dashboard to ensure that the appointment has been added to your schedule.
Conclusion Integrating Tidy Call Booking on WordPress is a simple and effective way to streamline your appointment booking process and provide a better experience for your clients. By following the steps outlined above, you can set up Tidy on your WordPress website and customize it to meet your specific needs. With Tidy, you can save time and reduce no-shows while providing a professional and efficient booking system for your business.
Go to tidy call to open an account and get embed code.