Login integration

Login integration allows your customers to schedule an appointment with you from within your app or directly from your password protected portal, without having to fill in any details you already have. This integration is a great addition to your Customer onboarding and support processes as it provides a seamlessly integrated scheduling option inside your app. Implementing the login integration is done by passing Customer authenticated data from your app to one of our Publishing options. The data must be formatted to match our supported ScheduleOnce URL parameters.

Login integration provides the following benefits:

  1. Allow your customers to only choose a time to make a booking. They do not need to provide any personal information as they are recognized by ScheduleOnce using your authenticated user information.

  2. Ensure your customers make the booking with the same email address that they used to register for your app. This ensures the booking is correctly assigned to your Customer record and allows you to maintain a holistic view of all customer activities.


Setting up login integration

To set up your login integration, you need to follow these steps:

  1. Go to Share & Publish and choose a publishing option. We provide several options that allow you to tailor the scheduling option to your specific need.

    1. Website embed. Using this option, you can offer scheduling as an embedded component on any page in your app. This option provides a fast booking process by enabling your Customers to instantly see your availability without going through any additional steps. They only need to choose a time to make a booking.

    2. Website button. Using this option, you can place a button on any page in your app. Clicking on the button opens your selected Booking page in a lightbox on top of your page or in another window.

    3. Website widget. Using this option, you can offer scheduling on any page in your app. This scheduling option appears as a floating bar at the bottom of each page, which by clicking it, slides open a few contact options including scheduling.

  2. Copy the HTML integration code and paste it into a text editor. You need to manipulate the HTML code for your selected integration option and add your dynamic user attributes. It's easier to edit the HTML code from a text editor. You can find the HTML integration code in the following sections:

    1. Go to Share & Publish -> Website embed and select Customer data is passed via URL parameters (Web form integration) from the Customer data step. Then select Skip the Booking form and copy the code. 

    2. Go to Share & Publish -> Website button and select Customer data is passed via URL parameters (Web form integration) from the Customer data step. Then select Skip the Booking form and copy the code. 

    3. Go to Share & Publish -> Website widget and copy code. 

  3. Add dynamic user attributes to your HTML integration code. By adding the dynamic user attributes to the HTML code, you ensure that your booking process is pre-populated with your logged in user information. Please see the Add dynamic user attributes to your HTML integration code section below for more information.

  4. Place the HTML integration code on your website. Finally, you need to place the HTML code on the relevant pages on your website.

  

Adding dynamic user attributes to the HTML integration code

Dynamic user attributes are app specific and development language specific attributes that contain your user information. They are retrieved from your database or session. These attributes are created and populated after your Customers successfully log in to your app.
 

To make sure your login integration works as intended, you need to add the user attributes in the right place in the provided HTML code. For that, we need to find a specific line in the HTML code and add these attributes at the end of that line.

  1. Find the ScheduleOnce secure domain. You need to find the following link part. You can use the standard 'search' feature of the text editor to find this line. Make sure to search for this exact line.

    //secure.scheduleonce.com/
    
 
  1. Find the end of the ScheduleOnce link. To the right of the above link part, you will see additional parameters. These include the name of your Booking page and styling information. You need to find the last attribute in the link to be able to correctly add the dynamic user attributes.
    //secure.scheduleonce.com/30min_consultation?thm=blue&bc=142CFE&tc=FFFFFF
    
    To help you determine if you are looking at the right line in the HTML code, you need to make sure your selected Booking page name appears in the link. The table below breaks-down the link into its different parts to help you find the exact location of your Booking page name.
    Link part Definition

    //secure.scheduleonce.com/

    The standard ScheduleOnce secure domain. This link is always secure when using one of our Website integration options.

    30min_consultation

    The name of the Booking page or Master page that is selected in your website integration.

    ?thm=blue&bc=142CFE&tc=FFFFFF

    The styling information defined for your website integration. Styling information include the selected theme, the color of the buttons etc.

 
  1. Add your dynamic user attributes. Your dynamic attributes should be added at the end of this link. When adding these attributes, you must make sure they are correctly mapped to our supported ScheduleOnce URL parameters. In addition, Login integration supports the Skip parameter, which is used to maximize your booking conversions and provide your Customers with a seamless and quick booking process.


    Let's look at a PHP development language example. Let's use two session attributes, user_name and user_email, which hold the logged in user's name and email respectively. The code below illustrates how to place these attributes using PHP's syntax and ScheduleOnce's URL parameters.

    //secure.scheduleonce.com/30min_consultation?thm=blue&bc=142CFE&tc=FFFFFF
    &name=<?=user_name?>&email=<?=user_email?>
    
    Please read our supported ScheduleOnce URL parameters article for a full list of supported parameters.

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