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All CollectionsOnboarding Steps: Forms, eSignatures...Tasks
How to add an appointment booking module to the checklist
How to add an appointment booking module to the checklist
Updated over 2 months ago

How does it work?

Do you need clients to book a consultation meeting with your team as part of the onboarding process? Do already use an appointment booking platform?

With Clustdoc you can add directly into the checklist your booking module using the task feature, learn how:

Embedding your appointment booking module

  • Go to your Process or application checklist

  • Click on the 'Add new Steps' blue button

  • Select the Task to be completed

  • Choose the 'Embedded task' Option

  • Add your appointment booking module HTML code and confirm

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What end-users will see

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