Turn the information you already manage into a clearer website and a shorter path to booking. Use this guide to plan the experience before adding more pages or tools.

Start with the customer journey

Your business software already holds useful information: services, locations, team members, vehicles or rooms. A connected website makes the relevant information available where customers make a decision. Start by defining what a visitor should be able to do, from comparing a service to requesting or confirming a booking.

Write down one primary action for each page. A salon service page might lead to an appointment; a rental page might lead to a vehicle search. This gives your integration a practical purpose.

Map the data before connecting

Make a simple list of the information your website needs, where it is maintained and how often it changes. Separate descriptive content, such as a service introduction, from operational information, such as available appointment times.

Choose one source of truth for prices and availability. Check which fields your provider exposes and whether the website connection reads data, writes bookings or only embeds a booking widget. These are different capabilities.

One useful question
What should your customer be able to do here — and where should that action appear in your business system?

Check what happens after a booking

A successful connection is more than a calendar on a page. The customer needs to understand whether the action is a request or a confirmed reservation. Your team needs to know where the resulting record appears.

Test a normal booking, an unavailable time and a cancellation. Check notifications, time zones and the destination record. If payments are part of the journey, verify the payment provider separately.

Launch with a focused first version

Begin with the pages and connection your customers need most. Add more workflows after the first journey works reliably on mobile and desktop.

Promtys brings website creation and supported business integrations into one workflow. Explore the integration directory to check your platform, then plan the specific data and actions your website should support.

Written by Promtys Editorial