Setup

Widget Setup

Build booking, order, or quote widgets: theme, services, payments, and share codes.

Open Widget Setup from the Setup section of the sidebar. This is the builder. The short embed snippet for websites is also covered in Widget & Embedding.

Widget Setup with Booking, Order, and Quote Only types and a live preview
Widget Setup

Widget types

LabelWhat the customer does
BookingCustomers pick a date & time
OrderCustomers order & pay online (no time slot)
Quote OnlyCustomers see a custom quote
1

Open Widget Setup

Click Widget Setup in the sidebar.

2

Pick or add a widget

Switch between widgets with the tabs. Click + Widget (title “Add widget”) to create another, up to your plan limit.

3

Choose Booking, Order, or Quote Only

This controls whether customers pick a time, place an order, or request a quote.

4

Configure the flow

Select services, deposit/payment, confirmation, team and location options, questions, agreements, vouchers, and booking instructions.

5

Theme and share

Theme is shared across widgets. Copy the embed or share link from the share panel.

Info: Time slots apply to Booking widgets. If the widget is Order or Quote Only, switch it to Booking under Widget type to offer date and time.