If you're like most businesses in America, you have a website. You probably fall into one of three categories:
- You use the simple built-in website from the system.
- You use a hosting service and WordPress or Joomla to build your own site.
- You hired a web developer to use WordPress or Joomla, or did a completely custom site,
We are frequently asked about how people can integrate scheduling, messaging, and forms into their own website. That's what we'll cover in this article. It's important to note that when we talk about embedding the Portal, that means it will not have the system branding on the page - it will look like your own.
If you are category 1 then follow the steps for Creating your Website. If you are category 2 or 3 then follow the steps for Integrating your website as outlined below.
Creating your Website:
If you are category #1 the system has a simple built-in website that with a few tweaks is ready for you to use.
To set up your practice and provider website follow the steps in this article, Set Up Your Website.
Integrating your website:
If you fall into category #2, where you built the site in-house with WordPress, we have a great new tool for you - a WordPress plug-in. All you need to do is install our plug-in called Jituzu Tools in your WordPress environment and follow the setup instructions. The plug-in gives you a WordPress short code that you can embed anywhere in your site like this:
Yeah, sorry to make it so difficult. The shortcode is these brackets [ ] on either side of the word Jituzu, as seen on Option 3 of the "Advanced Users" page. After downloading and installing the Jituzu WordPress plug-in, put that shortcode on the page of your site where you want the client to log in, send you messages, see their upcoming appointments, and schedule new appointments. The plug-in will automatically replace the code with an actual secure login page for your client.
NOTE: You'll want to make sure the page you use is wide enough to properly display the client's screen once they're logged in. You can also customize some of the colors, sizes, and other things that make it look natural on your website.
Remember that you'll need to set up your system account and choose the URLs you want to use, but those instructions are available from within the WordPress plug-in setup tools.
If you fall into category #3, where you hired someone just use the instructions above if they used WordPress. If they built a custom site with something else, we'll have to use a different approach. Since they're web developers and will know the technical stuff, just point them to the Advanced Users button (as pictured in the blue box below) inside your account under the Settings menu option.
We present you with four options for embedding the system Portal in your site. Your web developer will probably know what to do, but if there are questions, please don't hesitate to call. The bottom line is that your website environment will dictate which approach you use, but you will be able to integrate.
NOTE: If you have an issue with a "Page Unavailable" message:
The issue is a result of being logged in as a provider in the system in the same browser that you are attempting to publish your WordPress page. Because you are logged in as a provider while you are setting up the anonymous page, it won't do it for you.
The answer to this is either:
- Log out of your account (not just close the tab so you cancel the cookie) and then refresh your WordPress page and try again.
- Use separate browsers (not just sessions) to work on the system and WordPress.