Hosted Pages

July 20, 2020

Overview

Hosted pages are designed to allow your team and clients access to

  • Online Scheduling tools
  • Data Entry Forms


Topics



Using

Hosted Pages can be used by embedding them in websites or by using them in templates by utilizing hosted page token with the correct “Slug”.

You can also use them when scheduling events in a contact profile



Creating

There are four types of hosted pages you can create.

  1. ChatTool Test Page
  2. CT Sign
  3. Online Schedule
  4. Lead form


ChatTool Test Page

This page will be activated by out ChatTool Engineer if you have commissioned at ChatTool to be built. It is designed to allow you to test your ChatTool before launching it on your website.

If you are interested in a ChatTool please reach out to your success manager.


Online Schedule

  1. Go to Settings
  2. Select Hosted Pages tab
  3. Click between “Hosted Pages” and “Add New” in upper left corner
  4. Create unique name
  5. Create unique Page slug
  6. Select “Online Schedule” from Type drop menu
  7. Select what days and time you are available for appointments
  8. Make sure Token Fill is filled out with a name that you would like have displayed in emails with clients.
  9. Set other fields as you see fit
  10. When done click


Lead Form

  1. Go to Settings
  2. Select Hosted Pages Tab
  3. Click between “Hosted Pages” and “Add New” in upper left corner
  4. Create unique name
  5. Create unique Page slug
  6. Select “Simple Lead Form” from Type drop menu
  7. Select Categories you wish to include in lead form
  8. When done click



Editing

  1. Go to Settings
  2. Select Hosted Pages tab
  3. Select icon next to Hosted page you wish to edit
  4. Make your desired changes
  5. When done click



Deleting

  1. Go to settings
  2. Select Hosted Page Tab
  3. Find Hosted Page you wish to delete
  4. Select icon for that Hosted page.
  5. Confirm you wish to delete it.