Business Web Pages with Biz360

Your business page plays an important role where clients go to learn more about you. Use the platform’s customization tools to connect widgets, links, and action buttons to your online presence, creating a smooth and consistent experience for visitors.

Online Links

Online links are flexible and can be used for various purposes, such as adding a scheduling button to your website or including a contact link in your email signature.

To create a direct link:

1. Open the platform.
2. Click Client Portal.
3. Next to "Create Direct Links", click Create.
4. Select the relevant action from the list or a client portal action.
5. Click Get Link.
6. Click Grab Link to copy the link.
7. Click Close.

Web Widgets

There are a variety of widgets to choose from, including scheduling calendars and contact forms. You can add any of them to your website by copying the platform-independent HTML code to your website. 

There are four types of widgets:

• Pop-up: Pops up at the bottom of your website when clients are scroll. Clients can schedule a meeting or contact you from there. A returning client can also use the popup to log into their client portal and view their activity.
• Contact Form: Embedded into your website. A client can book from there without navigating away from your website.
• Scheduling Calendar: Embedded in your website. A client can book from there without navigating away from your website.
• Sidebar: Compact combination of the scheduling calendar and contact form widgets. Clients can both schedule and message from there.

Add or Edit a Website Widget

To add or edit a widget:

1. Open the platform.
2. Click Online Presence.
3. Click Website Widgets.
4. Click Edit/View.
5. Click Done to save edit or Add to Website.
6. Optional: If Add to Website is selected, choose your website host.
7. Follow the instructions to add to your website.

Customizing Your Client Portal URL

Customize your Client Portal URL to align with your brand.

To customize your Client Portal URL:

1. Open the platform.
2. Click Business Page.
3. Click Customize.
4. Click the edit icon .
5. Enter a custom URL name.
6. Click Done.

Add an Action Button

Action buttons are the clickable options on your Client Portal that let clients schedule, pay, contact you, and more. You can fully customize these buttons to match your business needs.

To add an action button:

1. Open the platform.
2. Click Online Presence.
3. Click Business Page.
4. Click Edit Business Page.
5. Click Action Buttons.
6. Click the plus icon + or Add Action button.
7. Select an action button from the list.
8. Set the Action Settings and Button Style.
9. Click Add.

Tip: To make an action more noticeable, use the With Image Above button style. You can select an image from the built-in library or upload your own.

Move Action Buttons

New buttons are added to the bottom of the list by default. To change the order, drag and drop the buttons in the Settings pane.

Hide and Show an Action Button

You can hide an action button to temporarily remove it from the client portal while keeping it in your action buttons list for future use or editing. You can also use the Show option to make a hidden button visible again.

To hide an action button:

1. Next to the action button, click the more options icon .
2. Click Hide.

To show a hidden action button:

1. Next to the action button, click the more options icon .
2. Click Show.

Delete an Action Button

To delete an action button:

1. Next to the action button, click the more options icon .
2. Click Delete.
3. Click Ok.

Related to

• client portal
• Website