Overview
Customizing your Schedly booking page can significantly enhance user engagement and satisfaction. By adjusting layout and design settings, incorporating UTM parameters for tracking, implementing feedback forms, optimizing booking processes with custom questions, and testing changes for usability improvements, you can create a more interactive and user-friendly experience for your clients.
Prerequisites
- Access to the Schedly platform with administrator or editor permissions.
- A plan that includes access to the "Schedly Services" section for creating and managing event types.
Step-by-Step Instructions
Adjusting Layout and Design Settings
- Navigate to "Schedly Services" from your dashboard.
- Click on "Event Types" to view a list of your current events.
- Select an event type you wish to customize.
- Use the "Event Name & Description Fields" to update the first impression users will get.
- Adjust the "Duration Field" to ensure it accurately reflects the time needed, keeping it between 15 and 120 minutes.
- Set the "Seats Field" to manage the number of participants allowed.
- Check or uncheck the "Requires Confirmation Checkbox" and the "Hidden Checkbox" to control event visibility and booking requirements.
Incorporating UTM Parameters for Tracking
- Go to the "Insights" section from the main navigation menu.
- Locate and click the "Export" button to analyze previous booking data.
- Apply UTM parameters to your booking page URL using tools like Google Analytics to track incoming traffic sources.
- Update the event type description to include tracking methods for better insights.
Implementing Feedback Forms for User Input
- Create a new feedback form using an external tool and embed it in your event confirmation or follow-up emails.
- Customize the content of emails by navigating to Settings > Integrations > Email
- Add a link to your feedback form in the email template.
Optimizing Booking Processes with Custom Questions
- Click "Schedly Services" and choose "Event Types."
- Select an event and click "Edit."
- Add custom questions to your event by clicking "Customize Questions."
- Include clear, relevant questions that will help you gather the necessary details from users.
- Save changes by clicking the blue Save button.
Testing Changes for Usability Improvements
- After implementing changes, go to "Test Booking" by selecting an event type.
- Use different devices and browsers to ensure consistent user experience across platforms.
- Collect and review user feedback from the implemented feedback forms.
- Make necessary adjustments based on this feedback and repeat the testing process.

Key Details & Limits
- Event durations must be set between 15 to 120 minutes.
- Seats Field specifies participant limits, important for event planning.
- Hidden events are not visible to the public and require direct links for access.
- Requires Confirmation Checkbox ensures host approval is necessary for bookings.
Frequently Asked Questions
- Can I customize booking notifications?
- Yes, go to Settings > Integrations > Email to customize your notification templates.
- How do I track booking sources?
- Use UTM parameters and the Insights feature for tracking incoming sources and analytics.
- Can feedback forms be integrated directly into the booking page?
- Currently, feedback forms can be embedded in emails, not directly on the booking page.
- How are custom questions saved?
- Custom questions are saved automatically once added to the event type settings.
- What if a user misses their booking confirmation?
- Ensure the email address is correct and advise them to check spam/junk folders.
Troubleshooting
- Booking page not showing: Ensure the "Hidden" box is unchecked for visibility.
- UTM parameters not tracking: Double-check UTM link formats for errors and validate with your analytics tool.
Related Topics
- Creating an Effective Event Type Description: Learn how to write compelling and informative event descriptions.
- Using Insights for Better Analytics: Discover how to leverage Schedly's Insights feature to enhance user engagement.
- Setting Up Email Notifications: Step-by-step guide to customizing notification emails for your bookings.