Automate Your Online Scheduling Using a 2-Step Lightbox in Thrive Leads
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 “free consult” 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 after publishing, one of our readers quickly showed us an even more efficient way to do it by adding Thrive Leads to the mix:
So are you ready to follow Stephen’s lead and learn how to upgrade your New Coaching Client generation page with a Thrive Leads ThriveBox (a popup lightbox that’s triggered on text, image or button click)?
Awesome sauce! Read on...
A Quick Shout Out To Stephen Box
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’s conversion focused comment on how to improve automated scheduling for online coaches with Thrive Leads, I quickly went to investigate his website to see how he get's it done... let’s just say that I was impressed!
Stephen’s New Client landing page is attractive and quickly streamlines visitors to click on one of his “Free 'Zero Pressure' Consult” buttons:
I even noticed that Stephen deployed one of our “Pros & Cons” Content Block templates to help quickly communicate the value of his offer!
But what happens when you click on one of Stephen’s “Free Consult” buttons?
BAM! Something so simple, it’s magic:
Stephen just uses a blank Thrive Leads ThriveBox template embedded with his automated scheduling tool (in his case, Calendly).
Now that’s 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 so here we go...
Improve Your New Client Generation Page Using a ThriveBox
Assuming you already have a New Coaching Client generation page published on your WordPress site, you can deploy this auto-scheduling upgrade by creating a new ThriveBox within your Thrive Leads dashboard.
Choose the “Blank Template” opt-in form lightbox when prompted:
When the “Blank Template” loads, you’ll see an empty lightbox positioned in the center of your Thrive Leads editor consisting of just a Thrive Leads Element with a Background Section inside.
The editing steps needed to achieve Stephen’s simple self-booking setup go like this...
First, insert a Custom HTML element into the Background Section of your blank lightbox:
Next, do some quick Margins & Padding styling of your Custom HTML element, Background Section element, and Thrive Leads Element:
- For the Custom HTML element, change each of the Margin & Padding settings to 0 pixels.
- For the Background Section element, change each of the Margin & Padding settings to 0 pixels as well as the Section Minimum Height option to 910 px (if using Calendly).
- For the Thrive Leads Element, change each of the Margin & Padding settings to 0 pixels as well as the Minimum Height option to 910 px (if using Calendly).
Once that's done, login to your online scheduling tool account and locate the HTML code you’ll need to embed within your Custom HTML element.
For this post, I’ll showcase how to do this using Calendly (just like Stephen uses on his own coaching site):
How To Find Your Calendly Event HTML Embed Code:
Login to your Calendly account and click on the Event Types option in the main navigation bar.
Next, click on the cog icon shown in the upper right corner of your Event and select the “Add to Website” option from the dropdown menu:
After that, click the Inline Embed option in the “How do you want to add Calendly to your site?” popup window that appears:
Finally, copy the HTML code Calendly provides you with (so you can paste it into your Thrive Leads ThriveBox Custom HTML element):
Now paste your calendar tool event code into the Custom HTML element you dropped within your ThriveBox.
NOTE: You must also modify the height specifications (directly inside the HTML code) to match the Minimum Height pixel setting you set your Background Section and Thrive Leads Element to above (if using Calendly, I recommend changing the code to show height:910px):
(Don’t forget to press the save button in the bottom right corner of the Custom HTML element to continue).
Press the “Save Work” 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:
Update Your New Client Landing Page CTA Buttons
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’ll use the example landing page I showcased in my previous automated scheduling post.
Highlight your “Free Consult” scheduling button and link it to your newly created ThriveBox in the left hand sidebar:
You can do this by clicking on the Animation & Action tab, selecting the Popup icon, checking the “Open Thrive Leads ThriveBox” option, choosing your new ThriveBox’s name in the search bar, and clicking “Apply”.
Make sure to repeat this step for all the “Free Consult” CTA buttons on your landing page and then finalize the changes by clicking the green “Save Work” button in the bottom left corner of your Thrive Editor.
That’s It... Your ThriveBox Is Scheduling New Clients for You!
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 “Free Consult” scheduling buttons:
Without being directed away from your landing page, potential coaching clients can select one of your available coaching times and confirm their appointment:
Once your new client clicks the confirm button, the embedded scheduling display will change to collect their information and finalize the appointment:
If you follow these steps, you’ll have your own conversion optimized, new client self-booking system up and running in just a few minutes, just like Stephen did for his online coaching business!
Now It’s Your Turn
So what do you think of this upgrade to the automated scheduling system we showed you back in this post?
If you’re an online coach, will you take what you learned here to further streamline your own new client booking process with Thrive Architect + Thrive Leads?
Let us know in the comments below!
P.S. If you’re 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!