Infusionsoft Scheduling buttons

Infusionsoft Scheduling buttons provide quick access to a record-specific booking page link. Bookings made via this link are automatically added to the Contact and the customer making the booking does not have to provide any information that already exists for this Contact. Infusionsoft scheduling buttons can be used in two ways:

  • The Booking page link can be copied and sent to the customer
  • The Infusionsoft user can schedule on behalf of the customer

Infusionsoft scheduling buttons can be configured to pre-populate the booking form, or skip it altogether.

In this article, you will learn how to create an Infusionsoft scheduling button and add it to the Contact record in Infusionsoft.

Requirements

To add the button to the Contact in Infusionsoft, you will need:

  • Use a Google Chrome browser.
  • The permission to add custom JavaScript code to Google Chrome.
  • A completed Infusionsoft connector setup in ScheduleOnce.
  • A ScheduleOnce User connected to Infusionsoft.

Adding the Infusionsoft Scheduling button to Infusionsoft Contact records

  1. Download the custom JavaScript extension for Chrome. This tool is used to inject JavaScript code to your website URLs. The script is kept in the local storage and is applied across the Infusionsoft domain URLs.


    When downloaded, the cjs extension is added to your Chrome browser.

  2. Log in to Infusionsoft.
  3. In the right hand side of the Google Chrome browser toolbar, click the cjs extension. 

    The Custom JavaScript window appears.
     
  4. Select the Infusionsoft domain in the Domain drop-down and check the enable cjs for this host checkbox. ( See figure 1)



Figure 1: Custom JavaScript extension
 
  1. ​In the code below, replace <booking page link> with your Booking page general  link and Schedule a meeting with the label of your choice. For example: https://meetme.so/JohnSmith?soskip=1&soisContactID=
​var personalized_booking_page_url = 
'<Booking page link>?soskip=1&soisContactID='; 
var getPathParameter = function getPathParameter(sParam) 
{ var sPageURL = decodeURIComponent(window.location.pathname), 
sURLVariables = sPageURL.split('/'),
i; 
for (i = 0; i < sURLVariables.length; i++) 
{ if (sURLVariables[i] === sParam) 
{ return sURLVariables[i] === undefined ? 
true : sURLVariables[i]; }}}; 
var getUrlParameter = function getUrlParameter(sParam)
{ var sPageURL = decodeURIComponent(window.location.search.substring(1)),
sURLVariables = sPageURL.split('&'), 
sParameterName, i; 
for (i = 0; i < sURLVariables.length; i++) 
{ sParameterName = sURLVariables[i].split('='); 
if (sParameterName[0] === sParam) 
{ return sParameterName[1] === undefined ? true : sParameterName[1]; }}};
function setInnerHTML(element, content) 
{ element.innerHTML = content; return element;} 
// -- Dislpay the 'Schedule a meeting' button when a full record is displayed 
if (getPathParameter('Contact') == 'Contact') 
{ var a = document.getElementsByClassName('ph_link')[0]; 
if (a) { var b = document.createElement("button"); 
b.setAttribute("onClick", "window.open(personalized_booking_page_url + getUrlParameter('ID'), '_blank');"); 
setInnerHTML(b, "Schedule a meeting"); 
setInnerHTML(a, a.innerHTML + "&nbsp;&nbsp;"); 
a.appendChild(b); } else 
{ a = document.getElementsByClassName('page-header-user')[0]; 
if (a) { var d = document.createElement("div");  
var b = document.createElement("button");  
var t = document.createElement("td");  
t.setAttribute("style", "vertical-align:middle;");  
b.setAttribute("onClick", "window.open(personalized_booking_page_url + getUrlParameter('ID'), '_blank');");  
setInnerHTML(b, "Schedule a meeting");  
d.appendChild(b);  
t.appendChild(d); 
a.parentNode.parentNode.appendChild(t); }}}
 
  1. When your changes are made, simply add the code to the Code area of the cjs extension.
     
  2. Click Save. 

    You are done. You can open any Contact record, click the button and make a test booking. (See figure 2)



    Figure 2: Infusionsoft Scheduling button

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