Messengers

Recording system

Booking clients with specialists with a calendar and online booking

Features

Work schedule of specialists
Catalog of services with prices
Calendar of entries
Online registration for clients
Launch Salesbot on record/cancel
Personal links to specialists

Installation and setup guide

Detailed guide for working with widget "Recording system"

Setting up the work schedule of specialists

After installing the widget, you need to go to settings
In order to add a specialist and set up his work schedule, you need to click on +Add

A modal window will open
You must enter the full name of the specialist
and the name of his Position (if you previously entered the name of the position, you can select it from the drop-down list)

In order to add a working day, you need to click on +Weekend

And select the specialist’s working hours

To add a break, click on + and select the break time

You can also create a 2 by 2 chart

Next, you can select the color with which the specialist’s entries will be displayed in the calendar
and click Save

To add other specialists, you must click on +Add
After adding all specialists, you must save the settings

Rights

Setting access rights to widget functionality for different users.

Launch bot

You can configure the bot and launch it after the actions Recording made and/or Recording cancelled

Adding services

In order to add specialist services, go to the Lists tab/Services
This list will be added automatically when the widget is installed

Next, click on +Add element

The required fields are the Name, Cost and Duration (min)

Creating records

To create a record, go to the lead and click on the Recording System in the right corner and click Record
Important! For one record, one lead

A window opens with a calendar for the week

To record, you need to click on the day and time that you need to record

The recording window opens
Choose a service
Choose a specialist
If necessary, adjust the recording start time
Enter a comment
and click Save

An entry will be displayed in the calendar

Online registration

In order for clients to make an appointment with a specialist themselves, it is necessary to enable online recording
To do this, go to the settings and enable the Online recording checkbox

Next, select the Pipeline/The stage in which the lead will be created when recording

You can copy this link and send it directly to the client or leave it on your website

After that, it is necessary to save the changes

Link to register with a specialist

You can copy an individual link to make an appointment with a specific specialist.
When following such a link, the client will immediately see this specialist selected in the appointment form.

To copy the link, click on the copy icon next to the specialist’s name in the widget settings.

Additional URL parameters
The link to an online recording supports the following GET parameters:

specialist_id — ID of a specialist for automatic selection. This is the specialist’s unique identifier from the widget settings (copied by the button next to the specialist’s name). Important: this is NOT the user ID in Kommo!

services — JSON array of service IDs for preselection, for example: services=%5B123,456%5D. Service IDs can be found in Lists → Services → item ID column.

full_name - client’s full name for pre-filling the form

phone - Client phone number for pre-filling the form

id — lead ID for viewing an existing record

Examples of ready-made links:

Base link (copied from the widget settings):
https://sp1-nova.ru/api/online-record/?subdomain=youraccount.kommo.ru

Link with the selected specialist:
https://sp1-nova.ru/api/online-record/?subdomain=youraccount.kommo.ru&specialist_id=abc123xyz

Link with preselected services (IDs 5 and 12):
https://sp1-nova.ru/api/online-record/?subdomain=youraccount.kommo.ru&services=%5B5,12%5D

Link with a specialist and a pre-filled phone number:
https://sp1-nova.ru/api/online-record/?subdomain=youraccount.kommo.ru&specialist_id=abc123xyz&phone=79001234567

These options can be combined to create personalized links, such as newsletters or integrations.