If the selected service has “Maximum Capacity” above “1”, and you enabled the “Show “Bringing anyone with you” option” slider when you created the service, the form will ask the customer if they are booking an appointment only for themselves, or if they are bringing someone with them.
Please note: The number of people selected here is the number of additional people, so if the customer is booking an appointment for themself + 3 people, they need to select “3” in this step.
If the customer skips the offered packages
When your customer selects all options in the first step, and they chose to skip the offered packages (or if you have a shortcode that doesn’t include packages, or you have the Starter or Standard License plans), the second step varies depending if you added Extras to the service. If you have Extras added to the service, this will be the second step.
If you haven’t added Extras, the second step will be the date and time selection.
Once the date is selected, the available time slots will appear below.
In case you configured the selected service so it can offer recurring appointments, a popup asking if the customer would like to repeat this appointment will come up.
Depending on how you configured the recurring logic for the service, the screen below may vary. This screen allows the customer to choose when the appointment will recur and when the recurrence will end.
The next screen shows the details of recurring appointments and informs the customer if there were some unavailable time slots. The customer still has the freedom to click on any of these recurring dates and change them if needed.
The next step of the “Booking Wizard” is where your customers fill in their details (Name, Last Name, Email, and Phone number) and select or fill in the custom fields (if they’re added to the selected service).
Please note that “Last Name”, “Email”, and “Phone Number” don’t need to be mandatory fields. The “Email” and the “Phone Number” fields can be set as non-mandatory through Amelia’s General Settings, while the “Last Name” field’s “Mandatory” selection is available through the Customize section.
The next step is related to Payments. This is where a coupon can be added (if you enabled Coupons in Amelia’s Payment Settings, and if there’s a coupon that applies to the selected service), and where your customers will be able to choose which payment method they will use.
If the service is free, this screen will not appear.
If the payment is set to be “On-Site”, your customers will see the “The payment will be done on-site.” notice below the total amount (as seen in the screenshot above). These notices vary from payment provider to payment provider:
PayPal changes the button to a yellow “PayPal Checkout” button, indicating the customer will open a PayPal checkout window once they click on it:
Stripe payment integration is embedded in Amelia’s booking form, so when this is selected, your customers will see that the payment is protected by Stripe.
Mollie, RazorPay, and WooCommerce will lead the customers away from Amelia’s booking form, so they will see a notice that says “You will be redirected to the payment checkout.”:
Please note: WooCommerce and Mollie payment methods can’t be combined with other online payment methods. WooCommerce also doesn’t allow enabling the “On-Site” payment method in Amelia, since there’s the “Cash on Delivery” option within WooCommerce which is also an on-site payment method.
The Final Step of the booking form is the “Congratulations” screen where your customer will be able to see details of the booked appointment (Appointment ID, date, time, service, employee, location, payment amount, payment type, and the details of the customer).
They’ll also be able to add the appointment to their Google, Outlook, Yahoo, or Apple Calendars by clicking on one of the options in the top left.
At the bottom, they can directly access the “Customer Panel” (if you configured it) or click on “Finish” to close the form. By clicking on the “Finish” button, the default action is for the booking page to refresh, but you can also configure a custom page that can be added to the “Redirect URL After Booking” section in Amelia’s General Settings.
If the customer selects one of the offered packages
When the customer selects a package, they will see the list of services that the package includes and the number of appointments included in each service within the package.
The next step of Package booking is the appointment booking. Depending on how you configured the services within the package, your customers would either see the following screen, or they’ll be taken to the “Your Information” section. If there are multiple employees assigned, the customers will be able to select the employee before booking a time slot.
The “Your Information” section is displayed straight away only if you set the “Minimum bookings required” and the “Maximum bookings required” to “0”. If the “Maximum bookings required” is set to anything but “0”, the customers will have the option to book appointments, and if the “Minimum bookings required” is set to anything but “0”, the customers will have to book the number of appointments defined in “Minimum bookings required”.
As you can see in the screenshot above, the name of the service an appointment is being booked for is displayed on the top of the form. When a customer books an appointment for the “Massage” service, and if only 1 appointment is set to be booked at this time for this service, they’ll move on to the next service within a package until all appointments that need to be booked within the package are booked.
The dates and times of all booked appointments are visible in the preview on the left-hand side menu as soon as they are selected and the next screen shows the overview of the package that’s being booked.
The last two steps are the same as the last two steps when the services are being booked – “Your Information” and the “Payment” step. After completing these two steps, the Package booking is complete and if there are any appointments left within the package, the customer can book them through their Customer Panel.