Website Widget (Chatbot)

How Website Widget Works

Like other messaging channels, the Website Widget works by asking patients for details such as full name, phone number and email address, in order to match them to a patient record within the PMS. This allows website viewers not only to ask questions, but also book via the website incredibly fast, whether they are new or existing patients.

When booking appointments, patients will be asked if they are new or existing patients, and to provide key patient fields to link them to their patient record in the Practice Management System.

Patients won’t be able to extract any sensitive data from their patient record which they haven’t already provided in the dialogue. For example, they can only access the specifics of an appointment type if they provide those specifics in order to reschedule or cancel that particular appointment.

Getting Website Widget Set Up

In order to add the chatbot to your website via a widget, you will need to head to Channels > Website Widget and enter the your unique code block to your website source code. The clientId: will be unique for your account, so it's important that you copy the code block from the dashboard. Here’s what to look for:

<script src="https://dashboard.bookedsolid.co.uk/widget.js"></script>
<script>
  ChatWidget.init({
    clientId: 'YOUR_UNIQUE_CLIENT_ID',
    theme: 'light',
    position: 'bottom-right',
    autoOpen: false,
    welcomeMessage: 'Hi there! How can I help you today?'
  });
</script>

Accessing your website’s source code is dependent on your web developers, so we’ve attached a couple of guides for WordPress and Wix websites.

Once you’ve accessed the source code, you’ll need to paste the code block you copied from the dashboard just before the closing </body> tag.

Customising Website Widget Settings

The following quick settings are available in Channels > Website Widget:

• Theme (light/dark)

• Position on web page (eg: bottom left/top right)

• Option to auto-open widget on page load

• Customisable welcome message

For key intake settings, such as what patient fields are taken when creating a new patient record, head to Settings > Account Setup. You can also edit scripts by going to Settings > Scripting. These settings apply across all channels, but are essential nevertheless.

For any questions, feel free to email us at support@bookedsolid.co.uk.