Schedulers have the option to redirect your client to a different web page outside of Dubsado of your choosing!
⚠️Heads up! The Redirect URL setting is NOT for linking to a Dubsado form. To attach a form to your scheduler, use the Additional form setting instead.
To set this up, head to Templates >> Scheduler and open up a scheduler template that you have already built. Click on the Advanced tab at the top to access the Redirect URL option.
Simply paste in the URL of the page you would like your scheduler to redirect to when your client submits it. Be sure your URL is complete and includes "https://" or "http://" at the front. This could be a custom thank you page or a page explaining what to expect next!
The automatic redirect will take place after the client has completely finished their booking by completing any additional form and/or required invoice if you have one.
Can I redirect clients to another Dubsado form after scheduling an appointment?
No, you cannot paste in a link to another Dubsado form. You can attach a form to your scheduler using the Additional form setting instead. Contracts, Sub Agreements, Questionnaires, and Proposals must otherwise be sent from the Forms tab within a project.
Will my client still see the default confirmation page with the date and time of their appointment?
No, a redirect URL will replace the Dubsado appointment confirmation page. Be sure to use the appropriate appointment smart fields in your confirmation email so that the client still has a confirmation of their appointment time.
Can I redirect clients to the same/another scheduler after they book?
Yes, and no. You'll have to be very careful linking to another scheduler because of how scheduler links work.
⚠️Heads up! Remember that the confirmation page will not show, which may leave your clients wondering if their booking went through until they receive the confirmation email.
Test thoroughly and set this up at your own risk! Here are two appropriate scenarios:
Redirect a public scheduler back to itself for quick scheduling at in-person events. This is similar to our strategy for using a lead capture at in-person events. If you are using a scheduler with an attached lead capture form to bring new clients into Dubsado, you can set the redirect URL to the scheduler's direct link. This will re-load the same scheduler after someone books so that it's ready to go for the next person to fill out.
Manually set a redirect URL for each client so they can more easily book multiple appointments at a time. This would be especially useful for consultants or coaches who want to make it easy for their client to book multiple appointments, but it will NOT work if you are triggering workflow actions off of scheduled appointments. In this scenario, you will have manually added the scheduler to the client's project, and therefore, the scheduler for this client has a unique URL. Click Open on the scheduler to copy its unique link, then click on the scheduler inside the project to open the settings. Paste in the unique URL as the redirect link and then clients will be able to book multiple appointments in succession without having to re-open the scheduler from a link or their portal.