# Online appointment booking: clients pick a service and time

Services, specialists, schedules and breaks, busy time from the CRM and bookings as leads with the visit date: video and step-by-step setup.

Section: Widgets · Updated: 2026-11-02 · http://my.lptracker.ru/land/lk/faq/?a=widget-booking&lang=en

> **In short:** Online appointment booking is a widget window where clients pick a service, a specialist and a free time slot on their own; each booking arrives as a lead with a “Stage date” and an assignee. Turn it on in “Widget” → “Edit” → “Online booking”, add services and specialists and click “Save changes”.

A salon administrator spends half the day answering one question: “When do you have a free slot?” A client who decides to book at ten in the evening can't get through and goes to a competitor that offers online appointment booking on its website.

Online booking is a widget window where the client picks a service, a specialist and a free time slot on their own. Busy time comes from the CRM, and the booking arrives as a lead — a request card — with the visit date and an assignee. Nobody has to call back to agree on the time.

Online booking is part of the widget and is included in the “CRM + Telephony + Automation” plan and higher, at no extra cost. It works inside the same system as the CRM, so you don't need a separate booking app or an integration with one. An [automated sales funnel](http://my.lptracker.ru/land/lk/faq/?a=autofunnels-start&format=md&lang=en) will remind the client about the visit — with an SMS or a call from the voice bot the day before the appointment.

Watch the two-minute video, and below you will find step-by-step setup.

[Video: Online appointment booking: clients pick a service and time](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/widget-booking-en-3b46dc.mp4)
- 0:03 Online appointment booking
- 0:20 Services
- 0:33 Specialists
- 0:47 CRM busy time
- 1:01 Booking rules
- 1:12 Preview check
- 1:24 Widget button
- 1:35 Visit reminder
- 1:48 Summary

## Why businesses need it

- Clinic, beauty salon, car service: each specialist has their own schedule linked to a CRM employee. Bookings are spread across the staff automatically, with no double bookings.
- Renovation and furniture: a “Book” button on the thank-you page after a quiz. The person books a measurement visit while their interest is still hot.
- A doctor or a stylist on video: a “Booking” button right under the video message. Watched it, trusted them, booked.
- Administrator: booking checks free time by itself and won't let two people book the same slot. Hours are freed up for the clients who are already in the salon.
- Business owner: the CRM immediately shows the service, price, specialist, visit date and time. The manager doesn't have to ask the client anything again.

> A four-chair barbershop in Krasnodar. Before: the administrator spent half the day answering “when are you free?” calls, nobody picked up in the evening, double bookings happened, and about 12% of clients didn't show up. What we did: online booking with barbers linked to CRM employees, a button in the widget and an autofunnel with an SMS reminder the day before the visit. Result: about a third of bookings now come in online, mostly in the evening. There are no more double bookings, and no-shows are down to about 7%.

## How online appointment booking works on a website

On the website, the client goes through the steps: “Choose a service” → “Choose a specialist” → “Date and time” → “Your details” → “You are booked!”. They can choose “Any specialist”, and at the end they can add the visit to Google Calendar.

Free time is calculated like this: the specialist's working hours minus breaks. Then their CRM leads with a “Stage date” and the bookings made through the widget are subtracted. The “Stage date” is a CRM field with the visit date and time. Right before the booking is made, the time is checked once again.

The booking arrives as a “Booking: <service>” lead in the funnel stage set for the service. A funnel stage is a step of the sale in the CRM. The “Stage date” is the visit time, and the assignee is the linked employee. The comment contains the service, price, specialist, date and time in Moscow time (MSK), the client's name, phone and comment, and the page they booked from.

![Online appointment booking on a website — choosing a date and time, with the note “Times are Moscow time (MSK).”](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/widget-booking-1-en-789212.webp)

## How to add online booking to your website

1. **Turn on booking** — “Widget” → **“Edit”** → **“Online booking”** → the **“Enabled”** toggle.
2. **Add services** — On the “Services” tab, click **“Add a service”**. Fill in “Name”, **“Funnel stage for bookings”** (required), “Duration”, “Price, ₽” and “Who provides it”.
3. **Add specialists** — On the “Specialists” tab, set the “Photo”, **“CRM employee”**, “Name”, “Position”, “Services”, “Working days”, hours and “Breaks”.
4. **Set the rules** — On the **“Settings”** tab, choose “Book ahead for, days”, “Not earlier than in, hours”, “Time grid” and “One booking per client”.
5. **Check it** — Open the **“See it as a client”** preview. It shows the booking window with real busy time from the CRM.
6. **Add the button** — Click **“‘Online booking’ button in the widget”**, then **“Save changes”**.

## Busy time from the CRM

Link a specialist to an employee in the “CRM employee” field. Then that employee's leads with a “Stage date” in the service's stage take up time, and new bookings are assigned to them. A lead created outside of booking takes 60 minutes by default. You can change this in the “A CRM lead takes, min” field.

If you select a CRM employee in the “Who provides it” field, they immediately become a specialist with a Mon–Fri 10:00 AM–7:00 PM schedule.

![Specialist schedule for online booking — the “Specialist” window with the “CRM employee” field, working days and breaks](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/widget-booking-2-en-ab4d58.webp)

## Booking settings

- “Book ahead for, days” — how many days the client sees, from 1 to 60, 14 by default.
- “Not earlier than in, hours” — time to prepare for the visit, 2 by default.
- “Time grid” — 15 min, 30 min, 1 hour or by service length.
- “One booking per client” — until the visit takes place, the same phone and device can't book again.
- Also here: the “Default funnel stage” for new services, “Window title”, “Text after booking”, “Language” and “Color”.

## Where clients can book from

- The widget's “Online booking” button. You can set its “Service” and “Specialist” right away — then the client goes straight to choosing a time.
- The “Booking” button under the video in the [video widget for your website](http://my.lptracker.ru/land/lk/faq/?a=widget-video&format=md&lang=en).
- The “Book” button on the thank-you page after a [website quiz](http://my.lptracker.ru/land/lk/faq/?a=widget-quizzes&format=md&lang=en). The name and phone are filled in from the quiz.

![Services for online booking — the “Services” tab with the list of services and the “See it as a client” preview](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/widget-booking-3-en-b1e055.webp)

## How to send appointment reminders

By default, after booking the client sees the text “We are waiting for you. We will remind you before the visit.” Booking itself doesn't send reminders — an autofunnel does that based on the “Stage date”:

1. **Create an autofunnel** — In the “Autofunnels” section. In the launch conditions, choose “Funnel stage” — the service's stage — and “Stage date” → “Before” → 1 day.
2. **Add a reminder** — The “Send SMS” block with the address and visit time. Or a call from the voice bot — the “Call the client / voice message” block. You can follow it with an “IVR menu” — a voice menu where the client says “yes” or “reschedule”.
3. **Launch** — Click “Save” and “Launch”.

An SMS costs from $0.0748 depending on the carrier; Beeline and MegaFon have their own rates.

![SMS appointment reminder — an autofunnel with the “Funnel stage” and “Stage date — Before 1 day” conditions and the “Send SMS” block](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/widget-booking-4-en-640f51.webp)

> Booking times are in Moscow time (MSK). Booking needs a “Callback request” button with CRM access: it creates the leads and reads busy time. One phone number can book no more than 3 times in two days.

> Setting up your first autofunnel? Write to support (the “Help” → “Support” menu) — we'll arrange a free online meeting and help you set up the reminder for your goal.

## Frequently asked questions

### How much does online appointment booking cost?
Online booking is part of the widget and is included in the “CRM + Telephony + Automation” plan and higher, at no extra cost. An SMS reminder through an autofunnel costs from $0.0748 depending on the carrier.

### Why can't I add the “Online booking” button?
Booking is turned off, there are no services or specialists, or none of the services has a specialist. The “Go to online booking” button in the window takes you to the setup.

### Why does online booking say “No free time”?
Check the specialist's working days and hours, “Not earlier than in, hours” and “Book ahead for, days”. Time is also taken by the employee's leads with a “Stage date” in the service's stage.

### Why is time that's busy in the CRM shown as free?
The specialist isn't linked to a “CRM employee”, the lead is in a different stage, or the lead has no “Stage date”. If the preview says “Busy time from CRM is not shown…”, save the “Callback request” button.

### Why does a client see “You are already booked”?
It's not an error: “One booking per client” is on. Until the visit has taken place, the same phone and device can't book again.

### Why won't a service save?
A service requires a “Funnel stage for bookings”. Choose it in the service window.

**Read also:** [Automated sales funnel: how the CRM texts, calls and reminds clients](http://my.lptracker.ru/land/lk/faq/?a=autofunnels-start&format=md&lang=en), [How to set up Telegram lead notifications and SMS to clients](http://my.lptracker.ru/land/lk/faq/?a=autofunnels-messages&format=md&lang=en), [CRM pipeline stages: set up your sales funnel and client alerts](http://my.lptracker.ru/land/lk/faq/?a=crm-funnel-steps&format=md&lang=en)