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Settings

Set up the booking widget

Write what your visitor widget says, style its look, and install it on your website.

The Widget page covers content, opening behavior and installation for the chat widget guests see on your website. Appearance, color and type live on a separate screen called Widget Studio.

Open Widget

Click Settings in the top bar, then click Widget under Studios in the sidebar. A live preview of the widget sits on the right.

The Widget settings page, with the Content card on the left showing Welcome title, Welcome message, Assistant name, Button text and Suggested questions, and a live preview of the widget on the right

Write the welcome content

Set the Welcome title and Welcome message shown when the widget opens, and the Assistant name. Button text sits next to the launcher button; leave it empty to show only the icon.

Add suggested questions

Click Add a question to offer up to four phrases guests can start a conversation with. Click the trash icon next to a question to remove it.

Set the language

Choose the widget's language from the Language field, or leave it on Auto to follow the visitor's browser (English when their language is not supported). This is the language the widget's own text appears in, separate from your own portal language.

Style the widget

Click Customize appearance to open Widget Studio. Simple offers a Preset and an Accent color; Advanced adds full control over type, corners, button style, logo frame and motion. Changes preview live on the right; click Apply appearance to publish them, or Discard to drop them. Leaving Widget Studio with unpublished changes asks first, so nothing is lost by accident.

Language and opening

Under Language and opening, Show a teaser pops a short message beside the button after a delay you set with Show after, Hide after, and How often (Every visit, Once a session, or Once only). Open once a session opens the panel itself the first time someone lands, then leaves it closed until they ask. Teaser and auto-open only apply when Deploy mode is Floating; their values are kept if you switch away.

The Language and opening card, with Show a teaser on and a teaser bubble visible in the preview

Try it live

Click Try it live to open the widget in the same state a visitor would see, inside the preview. Click Back to preview to return to editing.

Go live

Make it live controls whether visitors can open the widget on your website at all. While it is off, the preview is where you try a visit; nothing is public yet. In the same Installation card, Deploy mode sets whether the widget is Floating (a button in the corner of every page) or embedded another way, and Corner picks which corner the floating button sits in when Deploy mode is Floating.

The Installation card with Make it live on, Deploy mode set to Floating, and a Corner picker

Under Allowed sites, add the address of every site that carries the snippet. The widget itself can still appear anywhere the snippet is pasted; Allowed sites instead controls whether a visitor on that site can send a booking request or start a call with Sadie. Removing the last allowed site stops the widget taking bookings and calls on your websites until you add one back.

The Allowed sites section, empty, reading No sites yet

Install the widget on your site

The Installation card gives you a snippet of code. Click Copy to copy it, then paste it into your website's HTML. Once your site loads it, the card shows the widget was detected on that address.

What's next

Widget content and installation are set. Connect the tools your workspace runs on next, on Connect your other tools.

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