levelpartner.ai
Calendars and booking

Appointment scheduling website: how it works and how to set it up

An appointment scheduling website puts a way to book on every page where a visitor might decide to talk to you, and records which page produced each meeting. This article covers that placement question: where booking belongs across a site built in Sites on the levelpartner.ai platform, which pages need a full calendar and which need only a button, and how to see later which page did the work. It is not about building the site from scratch or embedding a widget on a site hosted elsewhere; other articles cover those.

Plenty of company sites have a "contact us" page with a booking link buried at the bottom. That is a website with a link. A scheduling website treats booking as the main conversion on every commercial page, offers the right meeting type for the page the visitor is on, and passes the visitor's source through to the contact record.

The difference shows up in the pipeline. A visitor reading your service page for mortgage brokers should be offered a call about that service, with the right team assigned, not a generic contact form that someone triages the next morning.

Before you start

  • A website or funnel already built in Sites, or a plan for one.
  • The calendars for each meeting type already created and tested.
  • A list of your commercial pages: services, industries, pricing, contact.
  • A decision on which meeting type each commercial page should offer.
  • UTM parameters on your adverts and email links, so source data reaches the site.

Map pages to meeting types

Work through your sitemap and give every page one of three treatments. A commercial page that a buyer reads close to a decision gets the full calendar embedded inline, low on the page after the case is made. A content page, such as an article or a guide, gets a button that opens the booking page. Legal, careers and policy pages get nothing.

Then match the meeting type to the page. An industry page for agencies offers the first call calendar with the agency specialists assigned. A pricing page offers the same calendar but can add a qualifying question about budget timing. Keep the choice simple: one calendar per page, never a menu of six.

Illustration: a 70-person firm with four industry pages

Say the site has 22 pages. Under the three treatments, the four industry pages and the pricing page would get the inline calendar, eleven articles would get a button and the remaining six pages nothing. One first call calendar could serve all five commercial pages, with a hidden field recording which page each booking came from. The monthly review would then compare five pages, not five calendars.

How to set it up

  1. List the commercial pages that should carry a booking calendar.
  2. Go to Sites, then Websites, and click Edit.
  3. Open the Pages drawer and select the first page on your list.
  4. Add a section below the main argument of the page.
  5. Add the Calendar element and choose the calendar for this page.
  6. Add a short heading that says what the meeting is for.
  7. On content pages, add a button linking to the booking page.
  8. In the calendar's Advanced settings, open Form & confirmation.
  9. Under Confirmation page, choose a redirect URL to your thank-you page.
  10. Preview each page on a phone, then publish.
  11. Book a test meeting and read the contact's Activity tab.

Seeing which page produced the meeting

Attribution is the reason to do this inside the platform rather than with a separate booking tool. When a visitor books through a calendar on a page in Sites, the contact record can carry the page and, if present, the UTM parameters from the visit. Reporting then shows bookings by source and campaign.

Check this once a month. You will usually find two or three pages producing most of the meetings, and several pages producing none. Improve the pages that nearly work. Remove the calendar from pages where it only adds weight. For the measurement routine itself, read how to track booking rate, show rate and time to first meeting.

What it costs you to run

Very little once built. Each new commercial page needs a few minutes to add the right calendar and run a test booking. The monthly attribution review fits in well under an hour. The bigger cost is discipline: every time someone adds a page, they must decide its booking treatment, or the site drifts back to a contact form here and a stray link there.

The mistake most firms make

They put the calendar at the top of every page. A calendar is a commitment, and most visitors are not ready to commit in the first screen. Put a single clear button near the top that jumps to the calendar lower down, and let the page do its job first. The exception is a paid landing page where the visitor clicked an advert that promised a call.

The common mistake

Sending every page to the same generic contact form. You lose the meeting type, the team assignment and the source in one move, and someone has to rebuild all three by hand.

When not to do this

If your sales process starts with a form submission that a person qualifies before any meeting, a scheduling website will flood your reps with unqualified calls. Put a short form first, route it, and send a booking link to qualified contacts only. The standalone booking page guide shows how to build the page you send them to.

Troubleshooting

The calendar shows on desktop but not on a phone. The section is hidden on mobile, or the column is too narrow. Check the section's visibility settings and give the calendar a full-width row on mobile.

Bookings arrive with no source. Visitors reached the page without UTM parameters, or a redirect stripped them. Tag every advert and email link, and check that redirects keep the query string.

Visitors book the wrong meeting type. Two pages share a calendar they should not. Revisit the page map and give the outlier page its own calendar.

The page loads slowly after adding the calendar. Too many embedded elements on one page. Keep one calendar per page and compress the images around it.

Frequently asked questions

Should the calendar sit on the home page?

Only as a button that leads to it. The home page serves too many visitors with too many intentions for one meeting type.

Can one website use calendars from different teams?

Yes. Each page can use a different calendar, so industry pages can route to the specialists who serve that industry.

What if our site is not built on the platform?

You can still embed a calendar. See embedding a booking calendar on an existing site for the options and their trade-offs.

How do we know if a page is worth keeping the calendar on?

Look at bookings by page over three months. A commercial page with traffic and no bookings needs better copy before it needs a different calendar.