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Put Scheduling as part of checkout process


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Site URL: http://www.thebagboyz.com

I need to make the scheduling block embed within the checkout page,

OR embed it onto the form at checkout,

OR redirect to scheduler after checkout,

OR force the site to first go through scheduling page before checkout.   Anything before payment would probably make the user experience a great one... It just has to prompt the customer in a seamless way.  Whichever is easier on the backend but still allows me to tweak the Scheduling every once in a while... I am helping a client build essentially a (shipt/instacart to a very small microarea) and we have to be able to deliver (with rules) and add tip-- both for which the Acuity Scheduler accomodates. 

 
Right now my custom form has scheduling times for a customer to choose from that doesn't work well, but it doesn't have the constraints that I need like the Scheduler does. 
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There isn't an ideal way to manage this scenario within the Squarespace ecosystem [of Squarespace and Acuity Scheduling]. Whilst the two are excellent standalone products, they have yet to be bro

There isn't an ideal way to manage this scenario within the Squarespace ecosystem [of Squarespace and Acuity Scheduling].

Whilst the two are excellent standalone products, they have yet to be brought together to create a seamless experience. I say this because the scheduling form will prompt for the same personal details as the Squarespace checkout, which is never a great user experience. The styles of the two pages are also quite dissimilar and this may change of style may confuse some customers. It won't be a great experience for you either, because you'll need to check two order systems and manually match the appointments to orders. In summary, this certainly isn't something that I would recommend to any of my clients.

That said, and to answer your question 🙂, you could send customers to the scheduler to choose a slot then send them to the cart and on to checkout. To do this you'd replace the cart link in the navigation with a link to the /schedule page. This would send them to pick a slot and add their details.

On the appointment confirmation page, you can add a message telling them what to do next, complete with a link to the /cart page. The customer can then click on the link to confirm their cart and proceed to the Squarespace checkout where they can pay.

To add the link to the appointment confirmation page, go to Business Settings > Appointment Types, click Edit and then Show a message after scheduling… 

Bear in mind that some users won't understand and if it is not abundantly clear what they should do next, you may lose them before they reach the cart.

One day (hopefully very soon) Squarespace will offer a proper local delivery/collection scheduler for Commerce.

Edited by paul2009

sf-digital-signature-logo-email145.png.46606a2288a2847f44d81b9b7b58f3a5.png
Hi, I'm Paul, founder of SF Digitalbuilding the features that Squarespace didn't include. Pick dates in any format, show prices in other currencies, take orders without payment or improve your cartI value honesty, integrity, transparency and respect. Links in my posts may refer to SF Digital products or may be affiliate links.  Squarespace. I've been a loyal supporter of the platform since 2007. 

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  • 3 weeks later...
On 4/27/2020 at 10:50 AM, paul2009 said:

There isn't an ideal way to manage this scenario within the Squarespace ecosystem [of Squarespace and Acuity Scheduling].

Whilst the two are excellent standalone products, they have yet to be brought together to create a seamless experience. I say this because the scheduling form will prompt for the same personal details as the Squarespace checkout, which is never a great user experience. The styles of the two pages are also quite dissimilar and this may change of style may confuse some customers. 

It won't be a great experience for you either, because you'll need to check two order systems and manually match the appointments to orders. That said, and to answer your question 🙂, you could send customers to the scheduler to choose a slot then send them to the cart and on to checkout.

To do this you'd replace the cart link in the navigation with a link to the /schedule page. This would send them to pick a slot and add their details.

On the appointment confirmation page, you can add a message telling them what to do next, complete with a link to the /cart page. The customer can then click on the link to confirm their cart and proceed to the Squarespace checkout where they can pay.

To add the link to the appointment confirmation page, go to Business Settings > Appointment Types, click Edit and then Show a message after scheduling… 

Bear in mind that some users won't understand and if it is not abundantly clear what they should do next, you may lose them before they reach the cart. I'll be interested in how you get on.

Hi Paul, thanks for your very interesting pro tip here; I have a use case that may require this hack. Question though: do you know of any way to mash up scheduling and products in the opposite order? That is, have the customer start with a product selection, then route them into a scheduling flow, then into checkout?

Thanks for your expertise!

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16 minutes ago, TomSlage said:

Do you know of any way to mash up scheduling and products in the opposite order? That is, have the customer start with a product selection, then route them into a scheduling flow, then into checkout?

Can you confirm the order you were hoping for @TomSlage? The workaround that I posted above was for product > scheduler > cart > checkout.

 

sf-digital-signature-logo-email145.png.46606a2288a2847f44d81b9b7b58f3a5.png
Hi, I'm Paul, founder of SF Digitalbuilding the features that Squarespace didn't include. Pick dates in any format, show prices in other currencies, take orders without payment or improve your cartI value honesty, integrity, transparency and respect. Links in my posts may refer to SF Digital products or may be affiliate links.  Squarespace. I've been a loyal supporter of the platform since 2007. 

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2 hours ago, paul2009 said:

Can you confirm the order you were hoping for @TomSlage? The workaround that I posted above was for product > scheduler > cart > checkout.

 

Ah! I missed that, sorry Paul! Yes, that's the exact flow I need. I'm having trouble understanding how to update the Add to Cart links on the product pages...do you know how I can update that? I'm using the Sackett template I believe.

Also, do you know if replacing the Add to Cart link with the /schedule link will still allow the quantity selected to pass into the cart later? E.g. the customer selects a quantity of 3 on the product page, then clicks the swapped /schedule link, goes through scheduling and clicks the cart link, will the quantity of 3 be shown in the cart?

Thanks again for you help!

Edited by TomSlage
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  • 1 month later...
On 4/27/2020 at 7:50 AM, paul2009 said:

There isn't an ideal way to manage this scenario within the Squarespace ecosystem [of Squarespace and Acuity Scheduling].

Whilst the two are excellent standalone products, they have yet to be brought together to create a seamless experience. I say this because the scheduling form will prompt for the same personal details as the Squarespace checkout, which is never a great user experience. The styles of the two pages are also quite dissimilar and this may change of style may confuse some customers. 

It won't be a great experience for you either, because you'll need to check two order systems and manually match the appointments to orders. That said, and to answer your question 🙂, you could send customers to the scheduler to choose a slot then send them to the cart and on to checkout.

To do this you'd replace the cart link in the navigation with a link to the /schedule page. This would send them to pick a slot and add their details.

On the appointment confirmation page, you can add a message telling them what to do next, complete with a link to the /cart page. The customer can then click on the link to confirm their cart and proceed to the Squarespace checkout where they can pay.

To add the link to the appointment confirmation page, go to Business Settings > Appointment Types, click Edit and then Show a message after scheduling… 

Bear in mind that some users won't understand and if it is not abundantly clear what they should do next, you may lose them before they reach the cart. I'll be interested in how you get on.

Hi Paul, how do you replace the cart link in the navigation with a link to the /schedule page? I don't see that as being an option in the site header. We are using version 7.0 and the Pacific template. The only option is to change the color of the cart button. I do not see any options to edit the link.

Thanks, Steve

 

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10 hours ago, Stv said:

how do you replace the cart link in the navigation with a link to the /schedule page?

It’s not an option; it needs to be coded.

sf-digital-signature-logo-email145.png.46606a2288a2847f44d81b9b7b58f3a5.png
Hi, I'm Paul, founder of SF Digitalbuilding the features that Squarespace didn't include. Pick dates in any format, show prices in other currencies, take orders without payment or improve your cartI value honesty, integrity, transparency and respect. Links in my posts may refer to SF Digital products or may be affiliate links.  Squarespace. I've been a loyal supporter of the platform since 2007. 

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  • 2 months later...

Hey Paul, 

I am really interested in this scenario. The instructions about don't quite make sense to me and i am not certain if Steve ever found a solution to this one. How would i go about implementing this? 

 

I am looking for a solution to allow the website to: 

- Take bookings per day based on availability - when we reach capacity for the day, we don't want anymore bookings to come through for that day

- Allow customers to checkout after choosing their availability 

 

I hope someone can help! 🙂

 

Elise

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  • 6 months later...

I wrote a blog post tutorial on the easiest method to achieve this:

Check it out:
How To Add Acuity Form on order confirmation page in Squarespace

 

If you need to hire a  specialist to help, hit me up: hire[ä]codeandtonic.com

Code + Tonic — We solve Squarespace Problems

The best of the best 💕 
Custom code, strategy, analytics, design and CSS edits. 

Get in touch via codeandtonic.com

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