{"id":112977721,"date":"2019-06-18T12:56:28","date_gmt":"2019-06-18T09:56:28","guid":{"rendered":"https:\/\/thrivethemes.com\/?p=112977721"},"modified":"2019-12-22T19:16:12","modified_gmt":"2019-12-22T17:16:12","slug":"thrivebox-online-scheduling-automation","status":"publish","type":"post","link":"https:\/\/thrivethemes.com\/thrivebox-online-scheduling-automation\/","title":{"rendered":"Automate Your Online Scheduling Using a 2-Step Lightbox in Thrive Leads"},"content":{"rendered":"<p>In a previous Thrive Themes blog post, we explained how you can use a pre-designed landing page template to get your new online coaching clients to <a href=\"https:\/\/thrivethemes.com\/automate-your-coaching-client-bookings\/\">book their own \u201cfree consult\u201d appointments<\/a> with you.Now, I thought my tutorial was a pretty slick example of how you can integrate an automated scheduling tool with <a href=\"https:\/\/thrivethemes.com\/architect\/\" target=\"_blank\" rel=\"noopener noreferrer\">Thrive Architect<\/a>.But after publishing, one of our readers quickly showed us an <strong>even more efficient<\/strong> way to do it by adding <a href=\"https:\/\/thrivethemes.com\/leads\/\" target=\"_blank\" rel=\"noopener noreferrer\">Thrive Leads<\/a> to the mix:<\/p>\n<p><span style=\"width: 100%;\"><a href=\"https:\/\/thrivethemes.com\/automate-your-coaching-client-bookings\/#comments\"><img fetchpriority=\"high\" decoding=\"async\" alt=\"\" width=\"800\" height=\"356\" title=\"Stephen-Comment-optimized\" data-id=\"112977727\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Stephen-Comment-optimized.jpg\" style=\"width: 100%;\"><\/a><\/span><\/p>\n<p>Fitness &amp; Nutrition Coach Stephen Box left us an awesome comment about how he automates his new client scheduling using <a href=\"https:\/\/thrivethemes.com\/leads\/\" target=\"_blank\" rel=\"noopener noreferrer\">Thrive Leads<\/a>.<\/p>\n<p>So are you ready to follow Stephen\u2019s lead and learn how to upgrade your New Coaching Client generation page with a <a href=\"https:\/\/thrivethemes.com\/leads\/thrivebox\/\">Thrive Leads ThriveBox<\/a> (a popup lightbox that\u2019s triggered on text, image or button click)?Awesome sauce! <em>Read on&#8230;<\/em><\/p>\n<h2>A Quick Shout Out To Stephen Box<\/h2>\n<p>One of my favorite things about working for Thrive Themes is seeing how active and switched on our customers and blog readers are.Case in point, after receiving Stephen\u2019s <em>conversion focused<\/em> comment on how to improve automated scheduling for online coaches with Thrive Leads, I quickly went to investigate <a href=\"https:\/\/www.trainwithbox.com\/zero-pressure-consult\/\" target=\"_blank\" rel=\"noopener noreferrer\">his website<\/a> to see how he get&#8217;s it done&#8230; <em>l<\/em><em>et\u2019s just say that I was impressed!<\/em>Stephen\u2019s New Client landing page is attractive and quickly streamlines visitors to click on one of his <em>\u201cFree &#8216;Zero Pressure&#8217; Consult\u201d<\/em> buttons:<\/p>\n<p><span style=\"width: 100%;\"><img fetchpriority=\"high\" decoding=\"async\" alt=\"\" width=\"800\" height=\"3209\" title=\"Stephen-Box-New-Client-Consult-Landing-Page-optimized\" data-id=\"112977730\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Stephen-Box-New-Client-Consult-Landing-Page-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Stephen Box&#8217;s New Client Landing Page. Notice how it streamlines visitors to click on his &#8220;Free &#8216;Zero Pressure&#8217; Consult&#8221; scheduling buttons as well as his clever use of a &#8220;Pros &amp; Cons&#8221; <a href=\"https:\/\/thrivethemes.com\/content-blocks\/\">Content Block template<\/a>.<\/p>\n<p>I even noticed that Stephen deployed one of our \u201cPros &amp; Cons\u201d <a href=\"https:\/\/thrivethemes.com\/content-blocks\/\">Content Block templates<\/a> to help quickly communicate the value of his offer\u200b!But what happens when you click on one of Stephen\u2019s \u201cFree Consult\u201d buttons? <em>BAM!<\/em> Something so simple, it\u2019s magic:<\/p>\n<p><span style=\"width: 100%;\"><img fetchpriority=\"high\" decoding=\"async\" alt=\"\" width=\"800\" height=\"508\" title=\"Stephen-Box-Calendly-ThriveBox-optimized\" data-id=\"112977732\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Stephen-Box-Calendly-ThriveBox-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>When a visitor clicks on Stephen&#8217;s &#8220;Free &#8216;Zero Pressure&#8217; Consult&#8221; button, it opens a lightbox embedded with his Calendly automated scheduling calendar where new clients can self-book their initial consult call.<\/p>\n<p>Stephen just uses a blank Thrive Leads <a href=\"https:\/\/thrivethemes.com\/tkb_item\/how-to-create-and-use-a-thrivebox\/\">Th<span data-id=\"0\" data-type=\"false\" style=\"display: none; line-height: 0;\">\u200b<\/span><span data-id=\"0\" data-type=\"true\" style=\"display: none; line-height: 0;\">\u200b<\/span>riveBox<\/a> template embedded with his automated scheduling tool (in his case, <a href=\"https:\/\/calendly.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Calendly<\/a>).Now that\u2019s a super simple and slick way for online coaches to set up an automated system for their new clients to self-book without ever having to leave the website!Want to see how to set this same system up on your own coaching homepage or New Client Generation page? I know you do <em>so here we go&#8230;<\/em><\/p>\n<h2>Improve Your New Client Generation Page Using a ThriveBox<\/h2>\n<p>Assuming you already have a New Coaching Client generation page published on your WordPress site, you can deploy this auto-scheduling upgrade by <a href=\"https:\/\/thrivethemes.com\/tkb_item\/how-to-create-and-use-a-thrivebox\/\">creating a new ThriveBox within your Thrive Leads dashboard<\/a>. Choose the \u201cBlank Template\u201d opt-in form lightbox when prompted:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"426\" title=\"Select-Blank-Lightbox-Template-optimized\" data-id=\"112977734\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Select-Blank-Lightbox-Template-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Select the &#8220;Blank Template&#8221; option when prompted.<\/p>\n<p>When the \u201cBlank Template\u201d loads, you\u2019ll see an empty lightbox positioned in the center of your Thrive Leads editor consisting of just a <em>Thrive Leads Element<\/em> with a <em>Background Section<\/em> inside.The editing steps needed to achieve Stephen\u2019s simple self-booking setup go like this&#8230;<\/p>\n<p>First, insert a <em>Custom HTML<\/em> element into the <em>Background Section<\/em> of your blank lightbox:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"416\" title=\"Select-Blank-Lightbox-Template-loaded-optimized\" data-id=\"112977736\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Select-Blank-Lightbox-Template-loaded-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>The &#8220;Blank Template&#8221; will load with a Background Section element inside a Thrive Leads Element. You&#8217;ll need to add a Custom HTML element inside the Background Section and modify the Margin &amp; Padding settings to be 0 pixels on all sides for each.<\/p>\n<p>Next, do some quick <strong>Margins &amp; Padding<\/strong> styling of your <em>Custom HTML<\/em> element, <em>Background Section<\/em> element, and <em>Thrive Leads Element:<\/em><\/p>\n<ul>\n<li>For the <em>Custom HTML<\/em> element, change each of the <strong>Margin &amp; Padding<\/strong> settings to 0 pixels.<\/li>\n<li>For the <em>Background Section<\/em> element, change each of the <strong>Margin &amp; Padding<\/strong> settings to 0 pixels as well as the <em>Section Minimum Height<\/em> option to 910 px (if using Calendly).<\/li>\n<li>For the <em>Thrive Leads Element<\/em>, change each of the <strong>Margin &amp; Padding<\/strong> settings to 0 pixels as well as the <em>Minimum Height<\/em> option to 910 px (if using Calendly).<\/li>\n<\/ul>\n<p>Once that&#8217;s done, login to your online scheduling tool account and locate the HTML code you\u2019ll need to embed within your <em>Custom HTML<\/em> element. For this post, I\u2019ll showcase how to do this using Calendly (just like Stephen uses on his own coaching site):<\/p>\n<h4 id=\"tab-con-10\" style=\"text-align: center;\">How To Find Your Calendly Event HTML Embed Code:<\/h4>\n<p><strong>1<\/strong><\/p>\n<p style=\"text-align: center;\">Login to your Calendly account and click on the <em>Event Types<\/em> option in the main navigation bar.<\/p>\n<p><strong>2<\/strong><\/p>\n<p style=\"text-align: center;\">Next, click on the cog icon shown in the upper right corner of your<em>&nbsp;<\/em><em>Event<\/em> and select the \u201cAdd to Website\u201d option from the dropdown menu:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"1640\" height=\"982\" title=\"Calendly-add-to-website\" data-id=\"112977765\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Calendly-add-to-website.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>In your Calendly dashboard, click on the Event Types link in the top navigation bar. When the new page loads, click on the cog icon in your &#8220;Free Consult&#8221; Event box and select the &#8220;Add to Website&#8221; option from the dropdown.<\/p>\n<p><strong>3<\/strong><\/p>\n<p style=\"text-align: center;\">After that, click the <em>Inline Embed<\/em> option in the \u201cHow do you want to add Calendly to your site?\u201d popup window that appears:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"562\" title=\"Calendly-Inline-Embed-Option-optimized\" data-id=\"112977769\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Calendly-Inline-Embed-Option-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Select the Inline Embed option from the &#8220;How do you want to add Calendly to your site?&#8221; popup window that appears.<\/p>\n<p><strong>4<\/strong><\/p>\n<p style=\"text-align: center;\">Finally, copy the HTML code Calendly provides you with (so you can paste it into your Thrive Leads ThriveBox <em>Custom HTML<\/em> element):<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"557\" title=\"Calendly-HTML-Inline-Embed-Code-optimized\" data-id=\"112977773\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Calendly-HTML-Inline-Embed-Code-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Copy the HTML code that appears by clicking the blue &#8220;Copy Code&#8221; button in the bottom right corner of the popup window.<\/p>\n<p>Now paste your calendar tool event code into the <em>Custom HTML<\/em> element you dropped within your ThriveBox. <strong>NOTE<\/strong>: You must also modify the height specifications (directly inside the HTML code) to match the <em>Minimum Height<\/em> pixel setting you set your <em>Background Section<\/em> and <em>Thrive Leads Element<\/em> to above (if using Calendly, I recommend changing the code to show <strong>height:910px<\/strong>):<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"1568\" height=\"970\" title=\"Thrive-Leads-Custom-HTML-Element-Code-Paste-optimized\" data-id=\"112977790\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Thrive-Leads-Custom-HTML-Element-Code-Paste-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Paste your automated scheduling tool HTML code into your Custom HTML element and change the pixel height of the embedded calendar to match the Minimum Height settings you changed your Background Section element and Thrive Leads Element to.<\/p>\n<p>(Don\u2019t forget to press the save button in the bottom right corner of the <em>Custom HTML<\/em> element to continue).<\/p>\n<p>Press the \u201cSave Work\u201d button in the bottom left corner of your Thrive Leads editor window to complete your ThriveBox setup.Now, if you preview your new ThriveBox, it should look something like this:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"1110\" title=\"ThriveBox-Preview-optimized\" data-id=\"112977798\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/ThriveBox-Preview-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>When you preview your ThriveBox, it should look something like this when it loads.<\/p>\n<h2>Update Your New Client Landing Page CTA Buttons<\/h2>\n<p>Finally, open up your New Coaching Client landing page with the Thrive Architect editor and scroll down to your first CTA button. For this post, I\u2019ll use the example landing page I showcased in my <a href=\"https:\/\/thrivethemes.com\/automate-your-coaching-client-bookings\/\">previous automated scheduling post<\/a>.<\/p>\n<p>Highlight your \u201cFree Consult\u201d scheduling button and link it to your newly created ThriveBox in the left hand sidebar:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"416\" title=\"ThriveBox-Connect-to-Landing-Page-optimized\" data-id=\"112977764\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/ThriveBox-Connect-to-Landing-Page-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Load up your New Client Generation page in Thrive Architect and scroll down to your &#8220;Schedule Your Free Consult&#8221; button. Change the Action of the button to open your newly created ThriveBox on click.<\/p>\n<p>You can do this by clicking on the <em>Animation &amp; Action<\/em> tab, selecting the <em>Popup<\/em> icon, checking the \u201cOpen Thrive Leads ThriveBox\u201d option, choosing your new ThriveBox\u2019s name in the search bar, and clicking \u201cApply\u201d.Make sure to repeat this step for all the \u201cFree Consult\u201d CTA buttons on your landing page and then finalize the changes by clicking the green \u201cSave Work\u201d button in the bottom left corner of your Thrive Editor.<\/p>\n<h2>That\u2019s It&#8230; Your ThriveBox Is Scheduling New Clients for You!<\/h2>\n<p>After completing the steps above, your New Coaching Client landing page should now show the following lightbox popup when visitors click on one of your \u201cFree Consult\u201d scheduling buttons:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"400\" title=\"ThriveBox-Scheduling-Landing-Page-Preview-optimized\" data-id=\"112977794\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/ThriveBox-Scheduling-Landing-Page-Preview-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Your ThriveBox should look something like this when one of your new clients clicks your landing page scheduling button.<\/p>\n<p>Without being directed away from your landing page, potential coaching clients can select one of your available coaching times and confirm their appointment:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"607\" title=\"ThriveBox-Scheduling-Appointment-Selection-800px-optimized\" data-id=\"112977800\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/ThriveBox-Scheduling-Appointment-Selection-800px-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>Your new client can then select one of your available dates and confirm a time that works for them without ever leaving your website!<\/p>\n<p>Once your new client clicks the confirm button, the embedded scheduling display will change to collect their information and finalize the appointment:<\/p>\n<p><span style=\"width: 100%;\"><img decoding=\"async\" alt=\"\" width=\"800\" height=\"747\" title=\"Calendly-Info-Collection-Step-optimized\" data-id=\"112980043\" src=\"https:\/\/mlpxhq8ztvyc.i.optimole.com\/cb:p0Z2.44bbf\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/thrivethemes.com\/wp-content\/uploads\/2019\/06\/Calendly-Info-Collection-Step-optimized.jpg\" style=\"width: 100%;\"><\/span><\/p>\n<p>As a final step, clients will enter the information you require for your meeting like their name, email, Skype handle, etc. as well as any intake questions you may want them to answer (setup from your scheduling tool dashboard).<\/p>\n<p>If you follow these steps, you\u2019ll have your own conversion optimized, new client self-booking system up and running in just a few minutes,<em> just like Stephen did for his online coaching business!<\/em><\/p>\n<h2>Now It\u2019s Your Turn<\/h2>\n<p>So what do you think of this upgrade to the automated scheduling system we showed you back in <a href=\"https:\/\/thrivethemes.com\/automate-your-coaching-client-bookings\/\">this p<span data-id=\"0\" data-type=\"false\" style=\"display: none; line-height: 0;\">\u200b<\/span><span data-id=\"0\" data-type=\"true\" style=\"display: none; line-height: 0;\">\u200b<\/span>ost<\/a>?If you\u2019re an online coach, will you take what you learned here to further streamline your own new client booking process with <a href=\"https:\/\/thrivethemes.com\/architect\" target=\"_blank\" rel=\"noopener noreferrer\">Thrive Architect<\/a>&nbsp;+ <a href=\"https:\/\/thrivethemes.com\/leads\" target=\"_blank\" rel=\"noopener noreferrer\">Thrive Leads<\/a>?Let us know in the comments below! <strong>P.S.<\/strong> If you\u2019re using any of the Thrive Themes plugins in innovative ways, please share it with us in the comments so we can feature your site on the blog!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a previous Thrive Themes blog post, we explained how you can use a pre-designed landing page template to get your new online coaching clients to book their own \u201cfree consult\u201d appointments with you.Now, I thought my tutorial was a pretty slick example of how you can integrate an automated scheduling tool with Thrive Architect.But [&hellip;]<\/p>\n","protected":false},"author":30733,"featured_media":112977869,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[25571],"tags":[1032,135,1858,1742,1033,25303,15140,2431],"class_list":["post-112977721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-build-your-business","tag-conversion-optimization-2","tag-customization","tag-how-to-2","tag-landing-page-2","tag-lead-generation","tag-silo1-agency-business","tag-thrive-architect","tag-thrive-leads","post-wrapper","thrv_wrapper"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/posts\/112977721","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/users\/30733"}],"replies":[{"embeddable":true,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/comments?post=112977721"}],"version-history":[{"count":0,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/posts\/112977721\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/media\/112977869"}],"wp:attachment":[{"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/media?parent=112977721"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/categories?post=112977721"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thrivethemes.com\/wp-json\/wp\/v2\/tags?post=112977721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}