# Setup the Booking Portal for Appointments

## 🛠 Manage Sections

#### Open Online Booking Settings

1. Go to the **Settings** menu in your Whautomate dashboard.
2. Under the **Branding** section, select **Online Booking Settings**.

<figure><img src="/files/5k25wcORBCkxoNn4Mhuu" alt=""><figcaption></figcaption></figure>

3. Open the **Manage Sections** tab.

<figure><img src="/files/HWBLyaECvnVtD38U3yVT" alt=""><figcaption></figcaption></figure>

### 1. Configure Login & Signup Settings

**(i) Enable “Require Sign Up / Login for Booking”**

Enable this option if you want customers to create an account or log in before making a booking.

This helps:

* Verify customers
* Keep appointment history linked to their account
* Improve booking management

<figure><img src="/files/M9SlhC2iN8U0w4goQZRT" alt=""><figcaption></figcaption></figure>

**(ii) Select WhatsApp Account for OTP**

Choose the WhatsApp workspace account that should send login verification OTPs to customers.

Eg, I have selected my test workspace "ABC Business", which is configured with WhatsApp integration already.

{% hint style="info" %}
Important Note:\
If you enable the Signup/Login option, you must complete the WhatsApp integration setup first. WhatsApp verification messages are required during the customer signup process on the booking page. Without WhatsApp integration, customers will not be able to complete the signup process successfully.
{% endhint %}

**(iii) Save Changes**

Click the **Save** button to continue.

<figure><img src="/files/llJ3OZOxcOoTIJQxMEIn" alt=""><figcaption></figcaption></figure>

***

### 2. Branding Settings

Customize your booking portal with your business branding.

**Step 1: Update Brand Appearance**

You can update:

* Primary Color
* Business Logo
* Favicon

<figure><img src="/files/VT6cAh4ltKZfjs7sH9GN" alt=""><figcaption></figcaption></figure>

**Step 2: Upload Business Logo and Favicon**

Your logo will appear in the customer booking portal.

**Recommended Logo Size**

* **150 x 50 px**
* White or transparent background recommended
* Your favicon will appear in the browser tab.

**Recommended Favicon Size**

* Minimum **32 x 32 px**
* 1:1 aspect ratio recommended

**Step 3: Save Branding Settings**

Click the **Save** button to continue.

<figure><img src="/files/MVq54qDB02cKZejk0EjG" alt=""><figcaption></figcaption></figure>

***

### 3. Page Settings

**Step 1: Configure SEO & Social Sharing**

Update the following details for your booking page:

* SEO Title
* Meta Description
* Social Share Image

These settings help improve search visibility and social media sharing previews.

**Step 2: Save Changes**

Click the **Save** button to continue.

<figure><img src="/files/winxOTkjAOzvXxuahonP" alt=""><figcaption></figcaption></figure>

***

### 4. Progressive Web App (PWA) Settings

Configure your booking portal so customers can install it like a mobile app.

<figure><img src="/files/1beCLsiG7JiGuWozohUq" alt=""><figcaption></figcaption></figure>

**Step 1: Enter App Name**

Example: ABC Business

**Step 2: Upload Android App Icon**

**Recommended Size**

* **144 x 144 px**
* 1:1 aspect ratio

This icon will be used when customers install the booking page on Android devices.

**Step 3: Upload iOS App Icon**

**Recommended Size**

* **192 x 192 px**
* 1:1 aspect ratio

This icon will be used when customers install the booking page on iPhone/iPad devices.

**Step 4: Save PWA Settings**

Click the **Save** button to continue.

<figure><img src="/files/Ky44fxFzmA0WLdtkydzo" alt=""><figcaption></figcaption></figure>

***

## ⚙ Portal Settings

Navigate to the **Portal Settings** tab.

From this section, you can:

* Enable your booking portal
* Disable your booking portal
* Control public access to the booking page

<figure><img src="/files/6cNPuOFrQXQWZiNbFYyh" alt=""><figcaption></figcaption></figure>

***

## 🌐 Embed Portal

Navigate to the **Embed Portal** tab to access portal sharing and embedding options.

<figure><img src="/files/iDXFBYFnOA7IXdrwFE7v" alt=""><figcaption></figcaption></figure>

#### Available Embed Options

**(i) Public Link**

Share a direct public booking link with customers so they can book appointments online.

**(ii) iFrame Embed**

Embed the booking portal directly into your website using an iframe.

**(iii) Popup Widget**

Add a booking button to your website that opens the portal in a pop-up window.

**(iv) Lightbox Widget**

Add a booking button to your website that opens the portal in a lightbox overlay.

***

## 🙌 Visit Your Booking Portal

Once setup is complete, click the **Visit Your Portal** button to preview and access your live booking portal.

<div data-with-frame="true"><figure><img src="/files/vNHjEl5AwFHtn6sAj4mt" alt=""><figcaption></figcaption></figure></div>

<div data-with-frame="true"><figure><img src="/files/wnuVFNMmPk05MXGZISJT" alt=""><figcaption></figcaption></figure></div>


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