There are many business applications for scheduling and booking systems, the most popular for businesses based on scheduled time periods. From doctors to hairdressers and personal trainers, many services are timetable and billed by time or by appointment. Today we learn how to create and set up your own WooCommerce booking system.
First, we are investigating how and why you should book an appointment and make a reservation on WordPress. We look at various options for WordPress appointment plugin, especially WooCommerce based solutions. Then we check how to set up your WooCommerce booking products. And finally, we dive into how to filter users based on their booking information.
Lets see more about that issue!
Why should we use WooCommerce event and appointment scheduling?
There are many business apps for booking and scheduling appointments. In general, the reservation is used for specific time services. So an appointment with a doctor makes sense, while software development may not work the same way. The most common usage is for services where you need customers to be present. Private classes, massages, locations for your favorite laser tagging. All of these are booking based services.
When it comes to the actual implementation of WooCommerce event booking, there are a few options.
You can use it simply as a way to lock time slots for a particular customer. This ensures that you only have one person for that hour, date or whatever time analysis you specify.
Another option is to book and charge. This is the usage you would get for a regular WooCommerce appointment website. For this option, WooCommerce will manage your bookings and sales.
Using WooCommerce Booking is a great choice, as it suits any WooCommerce or WordPress site well. Alternatively, you can use the user base you have for services, as well as their history. So a customer who has purchased a book on how to play the guitar may be interested in training or lessons.
Now it’s time for our setup.
How to set up WooCommerce and Booking ?
For this solution we use WooCommerce Group WooCommerce Booking plugin.
This plugin requires the latest version of WooCommerce and that’s it. When you enable WooCommerce Booking plugin, you will have a new product category: Bookings. They can be used for your event and appointment.
Note that this means you can have multiple reservation products. Hence, you can have a variety of consulting products, appointment types or even different resources. This is cool if you have a group or even if you have multiple booking sources.
Here is an example. Let’s create a preset WooCommerce product. Just go to Product> Add New.
Here you can set up basic booking options, allowing customers to cancel and define a reservation deadline. But notice that you now have 2 additional options besides the product type. The first is “people” and second “has resources”.
The ‘people’ option allows you to define how many customers can benefit from that service. For example, an Airbnb can have different rates depending on the number of guests staying. Let’s enable that option and see what else we can do there:
Some of the first schools are self explanatory. Things get more interesting when you have the type of person. This allows you to carry out different types of expenses. For example, you might not just want to multiply the number of people by the cost of the reservation. Then you can have different prices for bigger parties or discounts for kids. Here’s how we will add it:
Now go back to our resource management. If you turn on “have resources”, you’ll also see a new tab. This option allows you to assign customers to a specific resource or distribute loads among team members. For example, if you have a WordPress course hosting website, you probably have multiple teachers. You can add them as resources in Reservations> Resources. Then, when you create a product, you can use this information. Let’s see it in action:
There, you can see that we allow users to choose their own teachers. You can also force the system to select them if you want. Then, when customers pre-order their time slots, your resource’s calendar is updated accordingly. This prevents double booking and you can sync your calendar with Google Calendar to show it elsewhere.
In addition, your reservation schedule can be displayed by product or by resource. This allows you to see an overview of your sales or filter them by what you want to see.
How to filter users based on appointments and scheduling?
Now your WordPress scheduling plugin is up and running. Then, it’s time to filter our customers and bookings. For that, we use the User Insights plugin. Just make sure you enable the WooCommerce module under User Insights> Modules.
First of all, we want to filter out all users who have purchased a preset product. We can do that by filtering users with a “product ordered” filter.
Likewise, you can check for users who have not yet purchased the product. This is especially suitable for marketing purposes. For example, you can filter all users who have purchased “About CSS” but have not yet subscribed to “CSS tutors”. You can then export these users and contact them using MailChimp. You can offer them special deals:
When it comes to pre-bookable products, your repeat buyers are important. Hence, it can be a good idea to identify them and make sure you keep a good rapport. You can filter repeat buyers by the number of their orders:
In addition, there are filters related to the order attribute. This is a powerful search and can be used in a variety of ways. For example, you can filter all users who have booked a reserved but canceled item. Therefore, you can use this information to dig deeper into the cause of your cancellation.
Today, we took a look at how to set up your WooCommerce booking system. We learned the basics of how the WooCommerce scheduling system can be helpful for you. Then we took a look at how to use the WooCommerce Bookings plugin. There are many options for your scheduling and appointment, including resource management and a variety of preset products. Finally, we investigated how to filter users based on their purchases and bookings for purchased products.
We hope you enjoyed it and see you next time!
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