Overview
The Engage Plugin is the customer-facing tool for booking appointments. It is shared via links on websites, email signatures, and marketing campaigns.
v2 plugin features
The v2 plugin provides:
- Configurable step order – Customise the sequence of booking steps.
- Faster performance – Optimised loading and navigation.
- Better UI – Modernised design and improved user experience.
- More mobile-friendly – Responsive layout for all screen sizes.
How it works
The plugin is configured through a sandbox page where you design workflows and generate shareable links.
Plugin URLs
| URL | Purpose |
|---|---|
https://domainname.plugin.skedify.io/domainname |
Production plugin URL |
https://domainname.plugin.skedify.io/domainname/sandbox |
Sandbox configuration page |
Sandbox workflow
- Navigate to the sandbox URL.
- Design your workflow using the configuration options below.
- Click Apply to preview the workflow.
- Click Copy to copy the generated plugin URL.
- Click Reset to return to the default configuration.
Configuration options
Intent
Set the intent of the plugin link. This determines the overall purpose of the booking flow.
Resource code
Specify a resource code to pre-select a specific resource in the workflow.
Flow
The Flow parameter defines the order and inclusion of steps in the booking workflow. Each step is represented by a letter:
| Letter | Step |
|---|---|
| S | Subject selection |
| M | Meeting type selection |
| E | Employee (Agent) selection |
| O | Office selection |
| T | Timetable (date/time selection) |
| Q | Questions (questionnaire) |
| C | Customer details |
Default flow: SMOTQC
Rules:
- The flow must include T (Timetable), Q (Questions), and C (Customer details).
- The flow cannot start with T.
- Append * (asterisk) after a letter to lock that step, hiding it from the customer (the value must be pre-set via other configuration options).
Examples:
| Flow | Description |
|---|---|
SMOTQC |
Default flow: Subject, Meeting type, Office, Timetable, Questions, Customer |
SOETQC |
Subject, Office, Employee, Timetable, Questions, Customer |
S*M*OTQC |
Subject (locked) and Meeting type (locked), then Office, Timetable, Questions, Customer |
EMOTQC |
Employee first, then Meeting type, Office, Timetable, Questions, Customer |
Language
Set the language of the plugin interface. The plugin displays in the specified language if translations are available.
Filters
Use filters to pre-select or restrict options in the plugin. Filters use External IDs to identify resources.
| Filter | Description |
|---|---|
| Subject filter | Restrict which subjects are shown (by External ID) |
| Office filter | Restrict which offices are shown (by External ID) |
| Contacts filter | Restrict which Agents are shown (by External ID) |
| Meeting type filter | Restrict which meeting types are available (by External ID) |
Customer pre-fill
Pre-fill customer details in the booking form to streamline the process. This is useful when the customer is already known (for example, from a CRM integration or email link).