Plugin Documentation

Detailed documentation about all features and settings of Appointment Hour Booking.

How it works?

From the dashboard/configuration area the process is as follows:

  1. Insert data fields into the form
  2. Configure the calendar time-slots, services, prices, form processing, emails and PayPal settings if needed
  3. Publish the form from a post or page (go to edit posts/pages or to the widgets area).

From the end user (visitor) point of view, the process is as follows:

The website's visitor will reach to the form where the first step will be to select the service, date and time slots available for the clicked date.

After selecting the date and filling the other form fields (phone, name, email and open comments field) the visitor will click "continue".

If the PayPal payment was enabled, the customer will be automatically redirected to PayPal to make the payment and confirm the booking. After completed the PayPal payment the booking will become marked as paid. Two emails will be sent: a notification email to your email address and a confirmation/thank you email to the customer that completed the payment.

If the PayPal wasn't enabled, the customer will be redirected to a "thank you" page and the notification/confirmation emails will be sent immediately.

You will be able to check the booking details from the WordPress administration area (Appointment Hour Booking Settings) into the bookings list with options to export the bookings to CSV/Excel files.

Installation

To install the WordPress plugin follow these steps:

  1. Download the plugin to your computer.
  2. Go to the plugins section in WordPress
  3. If has been installed installed another version of the plugin, deactivate it, and then press the corresponding "Delete" button.
  4. Press the "Add New" button at top of section.
  5. Press the "Upload Plugin" button, and select the zipped file downloaded in the first step.
  6. Finally, install and activate the plugin.

Inserting the form on Page

  1. Configure the settings at the administration menu >> Settings >> Appointment Hour Booking.
  2. To insert a form into some pages or posts, uses the icon that will appear when editing contents:

    Insert Form

  3. After doing that, the tag [CP_APP_HOUR_BOOKING id="1"] will be inserted into your content. The "id" is optional, if not specified the first form will be used. When you preview the content in the public website that tag will be replaced by the reservation form:

    Form

Managing Forms

After going to the WordPress administration menu >> Settings >> Appointment Hour Booking you will see the list of forms/calendars like in the following image:

Forms List

For each form you will see the following options:

  • ID: Identification number of the calendar/form, useful when publishing an specific calendar or form.
  • Calendar Name: Some name to identify the calendar/form.
  • Update: Update the specified name, owner and public status for the calendar.
  • Settings: Go to the main settings area for the calendar.
  • Bookings List: Printable list of bookings (grouped by booking groups).
  • Schedule: Printable list of booked slots (ordered by slots).
  • Reports: Reports for the form usage and for specific fields.
  • Clone: Duplicate a calendar with its settings.
  • Delete: Delete the calendar and all its bookings and settings.
  • Shortcode: An alternative way for publishing the calendar.
Defining the available time-slots

To define the available time slots go to the "WordPress administration menu >> Settings >> Appointment Hour Booking >> Manage Settings" and you will into the form builder a calendar area like this one:

booking calendar slots

Click the calendar area and into the "Field Settings" tab edit the available services, price, duration, open hours for each weekday or specific date, un-check the non-working days, for example Sunday and Saturday and apply the remaining calendar settings.

Check the submissions

Press the "Bookings" button, corresponding to the calendar/form. The messages screen displays the list of submissions, and a filtering section to reduce the submissions by form, a time interval, or a text in the data

From the messages screen it is possible remove a submission, or submissions group, change its status to paid/unpaid and also export all submissions to a CSV file

Check the slots schedule

Press the "Schedule" button, corresponding to the calendar/form. The screen displays the list of booked slots (not grouped by booking group), ordered by the slot time, and a filtering section to reduce the submissions by form, a time interval, or a text in the data

Export the submissions to a CSV File

For exporting the submitted information to a CSV file, press the "Bookings" or "Schedule" button corresponding to the calendar/form, and press the "Export to CSV" button, select the location where will be saved the CSV and that's all. The first row of CSV file allows identify each of fields, the text used to identify the field will be the short label, defined in the field, or the label in case that the short label is not defined.

Graphic reports

The reports section lets you analyzing the use of the forms and the data entered into them. The first section of the reports is a filter section similar to the one that appears in the messages list page (explained above).

Below the filters section there are three report graphics:

  1. Submissions per day: The report will display in a point-lines graphic how many submissions have been received each day in the selected date range. This report can be used to evaluate the contact peaks and measure the impact of marketing actions.

  2. Submissions per hour: The report will display in a point-lines graphic how many messages are received on each hour of the date; this is for the total messages in the selected date range. This report can be used for checking peak hours and focus the support service on those hours.

  3. Report of values for a selected field: Select any of the form fields and other information fields (like date, ip, hours) to get a report of how many times each value have been entered or selected. This is very useful if you form is used as a poll to get feedback from users, it makes easy to generate a report on selectable fields. This report can be used also to study the most common data entered in the form and get a better idea of your customer's profile and needs.

A print button at the end of the page can be used to print the report of the values for the selected field in a printer-friendly format.

Global Email Reports

The global email reports can be setup below the list of forms. This report sends a report with the new submissions of all forms every the specified number of days.

The reports are attached in a CSV / Excel file into the emails. The settings for the email reports (both the global and per form reports) include the following configuration fields:

  • - Enable Reports?: Option for enabling / disabling the reports.

  • - Send report every: Indicate every how many days the reports will be sent.

  • - Send after this hour (server time): Approximate time at which the reports will be sent. This time is based on the server time. Some activity is needed on the website for sending the reports. You can setup a cron for a more exact delivery time.

  • - Send email from: The "from" email used for the reports. Avoid @aol.com and @hotmail.com "from" addresses to skip the anti-spam filters.

  • - Send to email(s): The list of emails (comma separated) that will receive the reports.

  • - Email subject: Subject of the email that will be sent with the Contact Form to Email reports.

  • - Email format?: Format of the email that will be sent with the Contact Form to Email reports. Can be HTML or Plain Text. In most cases plain text is easier to setup and has less problems with anti-spam services.

  • - Email Text (CSV file will be attached): Content of the email that will contain the Contact Form to Email reports. The reports will be attached in CSV format into the email.

Blocking / Unblocking a Specific Date

You can block a slot by booking it or by defining a different schedule for its date in the calendar settings.

You can also restrict a whole day using the "Invalid dates" calendar settings field.

The Form Builder

The visual form builder allow to visually add/modify fields and set the validation rules.

The Form Builder lets you to add/edit/remove fields into the form and also to specify the validation rules for your form (required fields, email fields, etc...).

Form Builder

Form title and predefined designs

The "Form Settings" tab allows define the form's title and description, as the placement of labels respect the fields (at top, at left, aligned to the right). In the "Form Settings" tab is possible to decide the form's design. The plugin includes multiple predefined designs.

Form Settings Tab

The following field types are currently available(*):
  • Appointment: This is a special field for adding more than one booking calendar in the page if needed.
  • Single Line Text: Classic text input.
  • Number: This field can validate if only digits or a valid number was entered.
  • Slider: Numeric field whose value is modified sliding a handle.
  • Currency: A classic input field for currency values, that allows separator for thousands, and currency symbols.
  • Hidden: A hidden field.
  • Email: This field validates that the email address has a valid format.
  • Date/Time: Date-picker. Can be setup also to show also a selectable year and month, for example for birth date fields, and time fields.
  • Checkboxes: Classic checkboxes, select one or more on a group.
  • Multiple Choice: Radio buttons, select one of many.
  • Dropdown: Classic select / dropdown field.
  • Upload File: For uploading files.
  • Password: A field that shows * instead the typed letters. You can also add a confirm password validation.
  • Phone field: Supports international formats line ###-###-#####. The format is configurable.
  • Comment area: It's a comment to introduce to a section of the form or give instructions to the user.
  • Summary: Displays a summary of form fields with the values entered.
  • Section Break: It's a line for separating areas group of fields
  • Page Break: Useful for creating multi-page forms. The "page break" marks the start of a new page in the form builder
  • Instruct. Text: Text field to display instructions for users.
  • HTML Content: Field for general purpose, to include HTML tags in the form.
  • Media: Allows insert images, audios or videos.
  • Button: Insert a button in the form.

* Note: Some of the field types are available only in the Developer and Platinum versions of the plugin.

Container Fields

The form builder includes some container controls. The container controls allow to insert another controls in them:

  • Fieldset Container: Allows insert a fieldset control in the form, with a legend.
  • Div Container: Inserts a container very useful for grouping related controls, and not modifies the appearance of the form.
DataSource Fields

In addition to the above, the following fields are special database-feeded fields:

  • Line Text DS: An input field that gets its default values from one of following datasources - Database, Posts information, Taxonomies information or Users information.
  • Number DS: An input field that gets its default values from one of following datasources - Database, Posts information, Taxonomies information or Users information.
  • Email DS: An input field for Email address that gets its default values from one of following datasources - Database or Users information.
  • Text Area DS: A text area field that gets its default values from one of following datasources - Database, Posts information.
  • Checkboxes DS: Checkboxes for selecting one or more options into the same field that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Radio Btns DS: Radiobuttons for selecting one option between the options available for the field that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Drop-down DS: A select / drop down list for selecting one of the values listed that gets its options from one of following datasources - Database, CSV, Posts information, Taxonomies information or Users information.
  • Hidden DS: A hidden field that gets its value from one of following datasources - Database, Posts information, Taxonomies information, or Users information.
Editing the field settings in the Form Builder

Field Settings

When you click a field already added, you can edit its details and validation rules. The following properties are useful:

  • Field Label: Label for the field in the public form and into the email.
  • Field tag for the message: In addition to the general <%INFO%> tag, you can use this tag to show the field value into a specific tag of the email.
  • Specific settings: The settings depends of the field type, for example the format of the phone number, the date format, etc...
  • Validation rule: The validation rules depends of the field type, example: required, only digits, valid email, valid number, etc...
  • Predefined value: Pre-filled value for the field, if any.
  • Instructions for user: This text will appear in a smaller form below the field. It's useful for giving instructions to the user.
  • Add CSS layout keywords: Customize the look & feel. If used, this field must contain the name of the CSS class and not the styles rules directly.
Other features in the form builder:
  • Equal fields validation: Use it for example to confirm if the email or password typed in two different fields are the same. This is valid for "Single Line Text", "Password" and "Email" fields.
  • Dependent fields: Use this feature for show/hide fields (any field type) based in the selection made on other fields (checkboxes, radiobuttons or select/drop-down fields).
For DataSource controls

This is a step by step about the use of datasource controls

  1. Insert in the form the control with access to external datasources (these controls are represented with the DS at the end of its names)
  2. Select the control in the form, and pays attention to the "Define Datasource" section.

    There are different datasources: Database, CSV file, Post Type, Taxonomy, and User Data.

    • Database, allows populate the field with the data stored in database.
    • CSV, allows populate the field with the data stored in a CSV file (Datasource available only in fields with multiple entries: DropDown DS, Checkbox DS, Radio Button DS).
    • Post Type, allows populate the field with the information associated to a specific post type (like the products names in a Woocommerce, etc.)
    • Taxonomy, allows populate the field with the information of taxonomies.
    • And finally the User Data, with the data of users in WordPress.

    Note: Depending of control selected will be available all available datasources, or not.

So, suppose we want populate the field with the data stored in a database table.

  1. Select Database, from the list of datasources.
  2. If the database is different that used by WordPress, will be required enter the Host's address, the authentication data to connect to the database (username and password), and the name of database(a host can include multiple databases). There is a button for testing the database connection.

    Note: If the database is the same used by WordPress, leave empty the fields above.

Now its time to define the query to database

  1. Enter the name of table's column, that store the control's values. If you are using the Drop-down DS control, it has multiple options; each option of drop-down list includes a value and text; in this option you determine the column in the table that includes the values of options.
  2. Enter the column's name that stores the control's texts. Similar to the previous step, but in this case the column stores the texts of the options (in case of checkbox or radio buttons, this column contain the label of options)
  3. Type the table name, a database can include multiple tables, you should identify the table you are using.
  4. Type a condition if required. If you want filtering the values to display in the control, type the condition in this attribute. For example, suppose you want load the data of posts that are public, the condition in this case would be: post_status='publish', where post_status is the name of column, and publish is the value for filtering.
  5. The "Order by" is used to order the query results by the values in columns, and not by the order that data were stored in database. For example, suppose you want populate the control with the users names of WordPress, and you want order the results alphabetically, in this case the "order by" would be: display_name ASC, where display_name is the column's name, and will be ordered in ascending way.
  6. Limit, enter an integer number to reduce the number of query results.

If your query is very complex, and you prefer create it manually; selects the option "Custom Query", but in this case you should type all the query. Pay attention because you should use alias in the "SELECT" clause, to indicate the colum used to get the values, and the column used to get the texts. For example, a hypothetical query:

SELECT column1 AS value, column2 AS text FROM tablename WHERE column3 > 5 ORDER BY column2 ASC LIMIT 5

The use of database as datasource, allows filtering the information to populate the fields with the values on other fields in the form, or javascript variable. The use of variables are only accepted in the "Condition" section ("WHERE" clause), and requires the format: <%varname%>. For example, to get the title of a post, filtering by its ID, if the id is defined through the fieldname3 field, the "Condition" attribute of the query would be: ID=<%fieldname3%>

How to use CSV files as datasource?

The CSV files can be used as data sources for fields with multiple choices (DropDown DS, Radio Btns DS, Checkboxes DS). The initial steps are similar to the previous section, but selecting the "CSV" option as data-source instead of selecting "Database".

A comma-separated values (CSV) file stores tabular data (numbers and text) in plain text. Each line of the file is a data record. Each record consists of one or more fields, separated by commas. The use of the comma as a field separator is the source of the name for this file format.

For CSV files, the plugin includes the attributes:

Select CSV file: file field to select the CSV file.

Use headline: tick the checkbox if the first line of CSV file is a headline to identify the data in the next records.

Delimiter: enter the delimiter symbol used as the field separator on each record.

Press the "Import CSV" button to import the records into the form. This action will feed the lists "Select column for texts" and "Select column for values", that are used for selecting which fields will be used texts and values of the choices in the DS field.

Create dependencies between fields

Some fields, like radio groups, checkboxes and drop-down menu, allow dependencies in function to the option selected.

For example, suppose your form includes a radio-group control with multiple choices: - House, - Car, - Electrodomestics, and each of them, uses different attributes. The house requires fields for address, number of rooms, etc; the car requires a field for trademark, model, etc. and finally the electrodomestics, will need type of electrodomestic,and more. So, if you want display the fields, depending of choice selected:

  1. Select the radio group field in the form editor.
  2. Press the "Show dependencies" link, in the choices area.
  3. and select the field to display if the choice is selected. If you need associate multiple fields to the choice, press the plus button and select the new fields.

Settings area of the forms

For each calendar/form you will be able to edit the following settings:

full calendar settings
* Click image to see full screenshot.

Each setting means:

Form Builder:
  • It displays a visual form builder for configuring the calendar and customizing the form.
Payment Integration Settings:
  • Global/common settings for payment integrations.
Form Processing / Email Settings:
  • Global email settings and notification to administration settings. See the comments below the remarked fields on that page.
Email Copy to User/ Auto-reply:
  • Send confirmation/thank you message to user: Enable or disable this option
  • Email field on the form: For selecting the fields of the form where the user will enter the email address
  • Email subject confirmation to user: Subject of the thank you/confirmation email sent to the user (customer) after completing the payment.
  • Email Format: Indicates if the email will be sent as plain text or HTML formatted.
  • Email confirmation to user: Content of the thank you/confirmation email sent to the user (customer) after completing the payment. Keep the tag %INFORMATION% that will be replaced automatically by the booking information.
Submit button:
  • Labels and settings for the submit and form navigation buttons.
Validation Settings:
  • Contains the validation texts for the fields.
Captcha Verification:
  • Use Captcha Verification?: Indicate if the captcha anti-spam protection will be used.
  • Other various settings: There are multiple fields in this section that let you to define how the captcha image will look, including size, colors, base font, etc...
Automatic reports: Send submissions in CSV format via email:
  • The reports for each form are very similar to the Global Email Reports but in this case can be setup on the settings page of each form and allowing to have different report settings for each form. This report sends a report with the new submissions of the related form every the specified number of days. The configuration fields and format is the same used for the Global Email Reports.
Users with access to messages list:
  • Options: This special section can be user to indicate the wordpress users (no administrators) that can access to the messages list.
Add-Ons Settings:
  • Below this section you can edit the settings for the different addons enabled into the plugin. These settings appear only for the enabled addons.

Special tags in the notification emails

In addition to the possibility of editing the email contents you can use the following tags (commercial versions):

  • <%itemnumber%>: Request ID.
  • <%formid%>: ID of the booking form.
  • <%referrer%>: Referrer URL if reported.
  • <%additional%>: IP address, server time.
  • <%final_price%>: Total cost.
  • <%fieldname1%>, <%fieldname2%>, ...: Data entered on each field.


Payment Integration

Integration with payments gateways is available in the commercial versions of the plugin. The "Payments Integration Settings" section on that version of the plugin allows to setup the global payment settings (product name, labels...). To enable a specific payment method you should enable the related add-on.

The same form can be connected to multiple payment gateways at the same time, in that case the user will see a radio-button group to select which payment method prefers to complete the submission. With payments enabled the notification and confirmation emails are sent after completing the payment.

The following sections explain the different payment gateway integrations available in the plugin.

PayPal Standard Payments Integration add-on

This addon links the booking form to a PayPal Standard payment process. After the submission the user is redirected to the PayPal Standard payment page to complete the payment. The settings fields are:

  • Enable PayPal Standard Payments?: Settings for enabling/disabling the PayPal integration.
  • PayPal Standard Email: Email address linked to the PayPal account.
  • Cancel URL: URL where the user is redirected if the payment process is cancelled.
  • Currency: Payment currency at PayPal.
  • Paypal language: Language at the PayPal payment page.
  • Paypal Mode: Select between production/sandbox modes. Note that the credentials for production/sandbox modes are different.

PayPal Pro add-on

PayPal Pro Add-on

With Payment Form for PayPal Pro you can insert a form into a WordPress website and use it to process credit card payments directly into your website without navigating to an external payment page.

You can check the differences betwen PayPal Pro and PayPal Standard at https://www.paypal.com/webapps/mpp/compare-business-products

For integrating PayPal Pro you must have a PayPal Pro account. In addition to that a SSL connection is also needed, the SSL connection isn't a technical requirement since the plugin can work without it but anyway it is strongly recommended for accepting credit cards into your website, otherwise the transactions won't be secure.

In the settings area the following information is needed to activate and link the PayPal Pro account to the form:

  • Enable PayPal Pro: Select "Yes" to enable PayPal Pro.
  • PayPal Pro - API UserName: The API Username provided by PayPal into your account.
  • PayPal Pro - API Password: The API Password provided by PayPal into your account.
  • PayPal Pro - API Signature: The API Signature provided by PayPal into your account.
  • PayPal Pro - Currency: The currency for the payments, a valid PayPal currency code, example: USD, CAD, AUD, GBP, ...
  • Paypal Mode: Select "Sandbox" for testing purposes and "Production" for charging real payments.

When enabled, the form on the public website will display an additional set of fields to request the data needed to process the payment, like for example the billing address, credit card details. This info is only for the payment processing, as mentioned it won't be stored into the website for security reasons.

After the submission Once the payment is processed and the posted data (excluding the credit card related information) is saved into the WordPress database.

Authorize.Net Server Integration Method (www.authorize.net) add-on

Authorize.Net

The Authorize.net Server Server Integration Method (Authorize.net SIM) is a hosted payment processing solution that handles all of the steps in processing a transaction, including:

  • Collecting customer payment information through a secure, hosted form
  • Generating a receipt to the customer
  • Securely transmitting to the payment processing networks for settlement
  • Funding of proceeds to the merchant's bank account
  • Securely storing cardholder information

Authorize.net SIM is an ideal integration solution because merchants are not required to collect, transmit, or store sensitive cardholder information to process transactions. Additionally, Authorize.net SIM does not require merchants to purchase and install a SSL or TLS digital certificate, reducing the complexity of securely handling and storing cardholder information, simplifying compliance with the Payment Card Industry (PCI) Data Security Standard. For more information go to www.authorize.net

Authorize.Net Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "Authorize.net Server Integration Method", and press the "Activate/Deactivate addons" button

Authorize.Net settings

In the settings area the following information is needed to activate and link the Authorize.net Server Integration Method account to the form:

Enable Authorize.net SIM?: Select "Yes" to enable the Authorize.net Server Integration Method payment.

Mode: Change the mode between "test" for testing purposes and "production" for accepting real payments.

API Username: Change this value with API Username received from Authorize.net.

API Key: Change this value with API Key received from Authorize.net.

Receipt URL: User will return here after a successfull payment. Important!: You must also configure the receipt link URL in the Merchant Interface.

Cancel URL: User will return here if payment fails.

In addition to the above required setting fields there are other fields to link the form fields to the Authorize.net payment form, like for example the client name, address, phone, email, ... These fields are optional. To link the fields you can indicate the ID of the field on the form that contains the related info. Sample values: fieldname1, fieldname2, ..

When enabled, the customer will be redirected to the Authorize.net Server Integration Method payment form after the submision. The process will be similar to the way PayPal Standard works.

Stripe (www.stripe.com) add-on

Stripe

The Stripe Payments addon provides a way to accept all major cards from customers around the world on web. This addon requires SSL on your website to be able to carry the transaction in a secure way. Credit card data is entered directly in the website without navigating to an external page.

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "Stripe Payment Integration", and press the "Activate/Deactivate add-ons" button...

In the settings area the following information is needed to activate and link the stripe account to the form:

Stripe settings

  • Enable Stripe?: Select "Yes" to enable the stripe Payments Integration.
  • Stripe.com Publishable Key: Publishable Key you will find into your Stripe account.
  • Stripe.com Secret Key: Secret Key you will find into your Stripe account.
  • Payment frequency? Select "one-time payments" or recurrent (subscription) payments.
  • Trial period length in days for subscription payments: If recurrent payments is selected put here the trial period length in days if any.
  • Plan name for subscription payments: If recurrent payments is selected put here the plan name for subscription payments.

When enabled, after clicking the Appointment Hour Booking submit button, a Stripe floating panel will be displayed to ask for the credit card data and process the transaction and after that the form submission will continue as usual keeping the customer all the time into your website.

Skrill Payments Integration add-on

Skrill

The Skrill Payments addon provides a secure interface for accepting payments through a secure page. You can accept cards, more than 20 local payment methods and over 80 direct bank transfer connections with a single integration. Form more information go to https://www.skrill.com/en/merchants/

Skrill Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "Skrill Payment Integration", and press the "Activate/Deactivate addons" button.

In the settings area the following information is needed to activate and link the Skrill account to the form:

  • Enable Skrill Payments?: Settings for enabling/disabling the Skrill integration.
  • Skrill Email: Email address linked to the Skrill account.
  • Cancel URL: URL where the user is redirected if the payment process is cancelled.
  • Currency: Payment currency at Skrill.

TargetPay (iDeal) add-on

TargetPay (iDeal)

The TargetPay addon provides integration with iDeal, the most popular Dutch payment method. The integration is made via TargetPay: https://www.targetpay.com/info/ideal?setlang=en

With TargetPay you can set up iDEAL payments for your website easily. Acting as a "Payment Service Provider" it aggregates payments for a large number of webstores. The iDEAL platform combines the online banking systems of 10 of the largest Dutch banks (ABN AMRO, ASN Bank, Bunq, ING, Knab, Rabobank, RegioBank, SNS Bank, Triodos Bank and van Lanschot) into one payment method.

After the consumer selects the iDEAL payment method the consumer's bank is selected. The actual payment then takes place in the bank's trusted online banking environment for which security is guaranteed by the bank. Through iDEAL buyer and seller are guaranteed a transparent transaction without hidden fees or other unpleasant surprises.

TargetPay (iDeal) Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "iDeal TargetPay", and press the "Activate/Deactivate Addons" button.

TargetPay (iDeal) settings

In the settings area the following information is needed to activate and link the iDeal-TargetPay account to the form:

Enable iDeal-TargetPay?: Select "Yes" to enable the iDeal-TargetPay payment option for the form.

RTLO Subaccount ID: Change this value with the account ID received from iDeal-TargetPay.

If payment fails return to this page: Return page if the payment fails or is cancelled before completing it.

Payments Mode: Change the mode between "test" for testing purposes and "production" for accepting real payments.

When enabled, the customer will be redirected to the iDeal-TargetPay payment form after the submision. The process will be similar to the way PayPal Standard works.

Mollie (iDeal) add-on

iDeal

The Mollie addon provides integration with iDeal, the most popular Dutch payment method. The integration is made via Mollie: www.mollie.com.

You're easily connected to iDEAL through Mollie without the dreaded technical and administrative hassle. The iDEAL platform combines the online banking systems of 10 of the largest Dutch banks (ABN AMRO, ASN Bank, Bunq, ING, Knab, Rabobank, RegioBank, SNS Bank, Triodos Bank and van Lanschot) into one payment method.

After the consumer selects the iDEAL payment method the consumer's bank is selected. The actual payment then takes place in the bank's trusted online banking environment for which security is guaranteed by the bank. Through iDEAL buyer and seller are guaranteed a transparent transaction without hidden fees or other unpleasant surprises.

Mollie (iDeal) Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "iDeal Mollie", and press the "Update" button...

Mollie (iDeal) form settings

In the settings area the following information is needed to activate and link the Mollie - iDeal account to the form:

Enable iDeal-Mollie?: Select "Yes" to enable the Mollie - iDeal addon.
Mollie API Key: The API Username provided by Mollie for your account, it may be the test key or the production key.
If payment fails return to this page: If the payment fails the customer is redirected to the page indicated in this field.

When enabled, the customer will be redirected to the Mollie - iDeal payment form after the submision. The process will be similar to the way PayPal Standard works.

RedSys / Servired / Sermepa add-on

RedSys Document

The RedSys / Servired / Sermepa addon provides a secure interface for accepting credit card payments through most banks in Spain (Sabadell, Banco Popular, BBVA, Santander, Bankia, Caixa, Bankinter, etc...). You can read more about RedSys at www.redsys.es.

RedSys TPV Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "RedSys TPV", and press the "Update" button...

RedSys TPV form settings

In the settings area the following information is needed to activate and link the RedSys account to the form:

Enable TPV: Select "Yes" to enable the RedSys TPV. If "Pay Later" or "PayPal" are also selected in this option, a radiobutton will appear in the form to select if the payment will be made with RedSys, with PayPal or if the form will be submitted without payment.
CÓDIGO COMERCIO: The API Username provided by RedSys or your bank.
CLAVE SECRETA: The API Password provided by RedSys or your bank.
Mode: Select "Sandbox" for testing purposes and "Production" for charging real payments.

When enabled, the customer will be redirected to the RedSys payment form after the submision. The process will be similar to the way PayPal Standard works.

SagePay add-on

SagePay

The SagePay addon provides a secure interface for accepting payments through SagePay. You can read more about SagePay at www.sagepay.co.uk.

SagePay Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "SagePay", and press the "Update" button...

SagePay form settings

In the settings area the following information is needed to activate and link the SagePay account to the form:

Enable SagePay?: Select "Yes" to enable the SagePay payment gateway.
Vendor ID: The Vendor ID provided by SagePay.
SagePay Encrypt Password: The SagePay Encrypt Password provided by PayTM.
Mode: Select "Sandbox" for testing purposes and "Production" for charging real payments.

When enabled, the customer will be redirected to the SagePay payment form after the submision. The process will be similar to the way PayPal Standard works.

Sage Payment add-on

Sage Payment

The SagePayments addon provides a secure interface for accepting payments through a secure SSL checkout system for both bankcard and virtual check transactions. All authorized and approved transactions will be delivered into your current bankcard and/or virtual check batches viewable within the Virtual Terminal for order processing and settlement. You can read more about Sage Payment Solutions at http://www.sage.com/us/sage-payment-solutions/accept-payments. The integration implemented in this addon is for Sage Payment Solutions >> Shopping ExpressPay

Sage Payment Add-On

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", "SagePayments Payment Gateway", and press the "Update" button.

Sage Payment form settings

In the settings area the following information is needed to activate and link the Sage Payment Solutions >> Shopping ExpressPay account to the form:

Enable SagePayments?: Select "Yes" to enable the SagePayments TPV.

Merchant ID (M_id): Change this value with M_id received from SagePayments.

In addition to the mentioned two required setting field there are other fields to link the form fields to the Sage Payment Solutions payment form, like for example the client name, address, phone, email, tax and shipping cost. These fields are optionals and to link the fields you can indicate the ID of the field on the form that contains the related info. Sample values: fieldname1, fieldname2, ...

When enabled, the customer will be redirected to the Sage Payment Solutions payment form after the submision. The process will be similar to the way PayPal Standard works.

Add-Ons

The list of add-ons available in the plugin, appear in the "Add-ons area" of settings page of the plugin. For enabling the add-ons, simply should tick the corresponding checkboxes, and press the "Activate/Deactivate Addons" button.

Add-ons



iCal Export add-on

The iCal Export addon provides a way to automatically export bookings to external calendars supporting iCal, like for example Google Calendar, Outlook Calendar, iCloud/Apple calendars, etc...

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "iCal Export", and press the "Activate/Deactivate addons" button.

In the settings area the following information/settings are available:

iCal link: Link of the iCal file for the calendar.

iCal timezone difference vs server time: This file can be used to adjust a time-zone difference between the involved calendars.

Observe daylight saving time?: To indicate if the dates have to observe the daylight saving time.

Daylight saving time zone: If you need to observe daylight saving time then select the zone: Europe or USA.

Attach iCal file to notification emails?: Select this if you want to attach an iCal file with the booking for each booking request. The folder "/wp-content/uploads/" must exist and have enough permissions to generate the iCal file to be attached.

iCal entry summary: Base summary for the iCal exported events. You can get the field IDs/tags from the form builder.

iCal entry description: Base description for the iCal exported events. You can get the field IDs/tags from the form builder.

The iCal file will be automatically imported every one hour and each time the plugin settings are saved.

For example To export the iCal link with Google Calendar on a regular basis, please read the instructions on this Google page:

https://support.google.com/calendar/answer/37100?hl=en

This will automatically export the bookings stored in the plugin to the Google Calendar. Similar procedures are available for different calendars.



iCal Automatic Import add-on

The iCal Automatic Import addon provides a way to automatically import bookings from external calendars supporting iCal, like for example Google Calendar, Outlook Calendar, iCloud/Apple calendars, etc...

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "iCal Automatic Import", and press the "Activate/Deactivate addons" button.

In the settings area the following information is needed to activate and link the iCal calendar:

Enable iCal import for this calendars?: Select "Yes" to enable the iCal automatic import.

iCal URL: URL of the remove iCal file to be imported. Unless you know what you are doing it should start with http:// or https://

The iCal file will be automatically imported every one hour and each time the plugin settings are saved.



Appointment Limits add-on - Limit the number of appointments per user

The Appointment Limits addon provides a way to limit the max number of appointments that an user can book in a day, a week and/or a month. For example each user can be allowed to post max 1 appointment per day, max 2 appointments per week and max 5 appointment per month.

The addon settings allow to indicate the max number of daily, weekly and monthly appointments per user. The user restriction can be applied using the user email address or the user WordPress account in the case all your bookings are made by logged in users.

The first step to get this feature enabled is to activate the addon "Limit the number of appointments per user". The list of add-ons available in the plugin, appear in the "Add-ons area" of settings page of the plugin. For enabling the add-ons, simply should tick the corresponding checkboxes, and press the "Activate/Deactivate Addons" button.

With the addon enabled go to the bottom of the calendar settings page and set the limits for the related calendar, first put the option "Enable appointments limits for this calendar" to "Yes" and then you will see a list of options for the limits (daily, weekly and monthly limits with verification per user email or per website registered user).



Signature add-on

Signature Add-on

The add-on converts the form fields selected in "Signature" fields, allowing the users to sign with the mouse or directly in the touchscreens.

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "Signature", and press the "Update" button.

Signature Add-on

From the form's settings, selects the fields to convert in Signature fields. It is possible convert multiple fields in the form in signature fields.

Signature settings:

Color: the color code for signatures. For example: #000000

Line thickness: an integer number defining the line thickness of the signature.

Show guideline: checkbox to include or not a guideline in the signature fields.

Guideline color: the color code for guideline. For example: #000000



MailChimp add-on

MailChimp Logo

The add-on creates new members in the MailChimp service with the information collected by the forms in the website: www.mailchimp.com.

MailChimp is an online email marketing solution to manage subscribers, send emails, and track results.

* MailChimp is a third party service not related to our company. MailChimp may charge for their service.

MailChimp Subscribers

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "MailChimp", and press the "Update" button...

After activating the MailChimp add-on, the form settings will include a new section to create the correspondence between the signup form associated to a list in MailChimp, and the form fields in the form created with the "Appointment Hour Booking" plugin.

MailChimp Settings

  1. Enter the API Key.
  2. Press the "Get Lists" button. The action generates a list with all "Lists" associated to the MailChimp account.
  3. Select the list and press the "Get Fields and Groups" button. The action displays multiple input fields, for connecting the fields in the form with the fields in the signup form of to the list, and the interests groups defined in MailChimp, that are displayed in the public form too to be selected by the users.

Reminder Notifications add-on

The Reminder Notifications add-on provides a feature to send a reminder notification to the person that made the booking some number of hours before the booked time.

In the settings area the following information is needed to activate the feature and setup it:

  • Enable reminders: Select "Yes" to enable the reminders feature for the related booking form.
  • Send email X hours before the booking: Indicate where the reminder should be sent.
  • Reminder Email subject: Subject of the reminder email.
  • Reminder Email format: Format (Plain Text or HTML) of the reminder email.
  • Reminder Email content: Content of the reminder email. Supports the same tags supported for the other notification emails.

This add-on is compatible with the SMS add-on. If both are installed and activated the reminder will be sent also via SMS.

Cancellation Link add-on

The Cancellation Link add-on provides a feature to include a cancellation link into the plugin notifications, so the customers can cancel the booking from their side if needed. When activated you can use the tag %CANCEL% to add a cancellation link into the emails.

In the settings area the following information is needed to customize the feature:

  • On cancel redirect to the following page: Page where the customer will be redirected after a successful cancellation (after clicking the cancellation link).
  • On cancel link expired redirect to the following page: Page where the customer will be redirected after a not-allowed cancellation (after clicking the cancellation link), for example if the cancellation link has already expired.
  • Cancellation allowed up to (hours before the booking): Indicates up to which number of hours before the booked time the cancellation is allowed. The cancellation link is considered expired after that limit.
  • Cancellation Email subject (to admin): Subject of the notification email that receives the administrator to indicate that a booking has been cancelled.
  • Cancellation Email format?: (Plain Text or HTML).
  • Cancellation Email content (to admin): Content of the notification email that receives the administrator to indicate that a booking has been cancelled.
  • Cancellation Email subject (to customer): Subject of the notification email that receives the customer to indicate the booking has been cancelled.
  • Cancellation Email format?: Email format (Plain Text or HTML).
  • Cancellation Email content (to customer): Content of the notification email that receives the customer to indicate the booking has been cancelled.

Twilio SMS add-on

The Twilio SMS add-on provides integration with the Twilio SMS service. This way the booking and reminder notifications can be sent as a SMS text message to the phone of the person making the booking.

In the settings area the following information is needed to activate and link the Twilio account to the form:

  • Enable TwilioSMS: Select "Yes" to enable the SMS text message feature for the booking form.
  • Twilio AccountSid: The AccountSid provided by Twilio for your account.
  • Twilio AuthToken: The AuthToken provided by Twilio for your account.
  • ID of the field that contains the phone number: The ID of the field (in the form builder) where the customers making the booking will enter their phone numbers. Click the field in the form builder to see its ID. Example: fieldname1, fieldname2, .... put only the ID without tags.
  • Phone number used as "from": The phone number that will be used as "from" for the SMS messages. Must be a valid Twilio number that you've purchased.

Note that the SMS messages are limited to 160 characters.



Clickatell add-on

The Clickatell service allows sending messages (SMS) to mobile phones around the world.

The add-on integrates the forms with the Clickatell service for sending notification messages (SMS) after submit the forms.

Clickatell

* Clickatell is a third party service not related to our company. Clickatell may charge for their service.

To activate the add-on, simply visit the plugin page through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "Clickatell", and press the "Activate/Deactivate addons" button...

After activating the Clickatell add-on, a new section section will be available in the form's settings for entering the required data.

Add-on settings

The add-on settings are:

Clickatell enabled: for enabling/disabling the integration with the form.

Account API Key: enter the Account API Key provided by Clickatell.

To Phone Number: enter the phone numbers (separated by comma symbols) where to send the SMS (enter a valid phone number including the country code).

Message: enter SMS content (it is possible to use the same special tags than in the notification emails).

For sending a SMS to the phone number entered through the form

To Phone fields: enter the names of phone fields inserted in the form (fieldname#, separated by comma symbols).

Message: enter SMS content (it is possible to use the same special tags than in the notification emails).

Uploads add-on

The "Upload Files" add-on allows to add the uploaded files through the forms to the Media Library, and access to them from the pages and posts of website.

Furthermore, it allows to include the support of new mime types, than files format supported by default by WordPress.

To add the uploaded files to the "Media Library" ticks the checkbox: "Add the uploaded files to the media library".

WordPress supports some specific mime types, for supporting new mime types, you simply should enter the files' extensions separated by comma.

WooCommerce add-on (Beta Version)

The Platinum version of the plugin includes the WooCommerce add-on, to integrate the forms created by the "Appointment Hour Booking" with the WooCommerce products. The add-on inserts an additional metabox in the WooCommerce products, with two settings fields:

  • Enter the ID of the form: Allows select the form that will be associated to the product.
  • Calculate the product price through the form: Allows calculate the price of the products through the form.
  • Minimum price allowed: The minimum price applied to a product.
  • Activate the summary: Allows customize the fields included in the cart page of WooCommerce.
  • Summary title: Enter the summary title.
  • Summary: Define the summary, are accepted all special tags supported by the notification emails and the thank you page.

Note: If you want calculate the price of products through the form, will be required that you select the field of the price in the attribute: "Request cost" in the form's settings.

WooCommerce Add-on

SalesForce add-on (Beta Version)

The add-on allows create new leads in the SalesForce account with the data submitted by the forms.

To create new leads in SalesForce with the data submitted by a form, be sure that the SalesForce account has enabled the Web-to-lead option, and then go to the form's settings:

  • Enter the OID (Organization ID)
  • For debugging the lead creation, tick the "Enabling debug" option, and enter the email address where receive the information. For production, untick the debugging option.
  • Press the "Add attribute" button, select the Lead attribute, and enter a fixed text, or the name of the field in the form (fieldname#)

Note: The Add-on includes the list of predefined attributes of Leads, but it is possible to enter custom attributes too.

SalesForce Add-on

WebHook add-on (Beta Version)

The add-on allows posting the submitted information by the forms to WebHooks URLs. With the WebHook add-on it is possible integrate the forms created by the plugin with services like Zapier. The Zapier connects services as important and popular as Zoho CRM, Dropbox, Mailchimp, Evernote, Google Drive, Facebook, Twitter, and more than 300 services(Zapier apps)

Use this add-on is as simple as entering the WebHooks URLs, through the WebHook section in the forms settings. To associate a form with multiple WebHooks, simply press the "Add new url" button, to add a new input field.

Note: About Zapier service, select Webhook as the Trigger app, and "Catch Hook" as the trigger for this app.

WebHook Add-on

reCAPTCHA add-on (Beta Version)

The add-on allows to protect the forms using the Google reCAPTCHA instead of the captcha distributed with the plugin. reCAPTCHA is more visual and intuitive than the traditional captcha, with just a single click the users confirm they are not a robot.

reCAPTCHA (its official name is No CAPTCHA reCAPTCHA) as they define themselves:

reCAPTCHA is a free service that protects your website from spam and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive CAPTCHAs to keep automated software from engaging in abusive activities on your site. It does this while letting your valid users pass through with ease.

reCAPTCHA offers more than just spam protection. Every time our CAPTCHAs are solved, that human effort helps digitize text, annotate images, and build machine learning datasets. This in turn helps preserve books, improve maps, and solve hard AI problems.

To use reCAPTCHA in your forms, activate the add-on in the the settings page of the plugin, through the menu option: "Settings/Appointment Hour Booking", tick the checkbox: "reCAPTCHA", and press the "Update" button.

The activation of reCAPTCHA displays a new section for entering the site key, and the secret key, two keys provided by Google reCAPTCHA to protect the website, and validate the forms submissions respectively.

reCAPTCHA Add-on

Troubleshoot Area & General Settings

Throubleshoot Area

The "Troubleshoot Area & General Settings" section, allows correct some possible issues, or conflicts with third party plugins, and define the general settings.

  • Script load method: Changes the script load method if the form doesn't appear in the public website.
  • Character encoding: Updates the charset, if you are getting problems displaying special/non-latin characters. After updated you need to edit the special characters again.
Printing a Form

For printing only the form, but not the rest of page, please, follows the steps below:

  1. Inserts a "HTML Content" field in the form, and enter as its content the piece of code:
    <SCRIPT>
    function printForm(){
    	var w = window.open(null, 'Print_Page', 'scrollbars=yes');
    	jQuery('#fbuilder input').each(function () {
    		var e = jQuery(this);
    		e.text(e.val()).attr('value', e.val());
    		if (e.hasClass('large'))
    			e.css('width', '100%');
    		if (typeof e.prop('checked') != 'undefined')
    			e.attr('CHECKED', e.prop('checked'));
    	});
    	var html = jQuery('#fbuilder').html();
    	jQuery('#fbuilder TEXTAREA').each(function () {
    		var e = jQuery(this).parent().html();
    		html = html.replace(e, jQuery(this).val());
    	});
    	jQuery('#fbuilder SELECT').each(function () {
    		var e = jQuery(this).parent().html();
    		html = html.replace(e, jQuery(this).find('option:selected')[0].text);
    	});
    	w.document.write(html);
    	w.document.close();
    	w.print();
    }
    </SCRIPT>
    
  2. Inserts a button field in the form and call the function defined previously from its onclick event:
    printForm();