What is marketing opt-in?
Marketing opt-in lets you add a simple tick-box question to your booking flow, asking customers whether they'd like to receive marketing communications from you. Their response is captured as part of the booking and included in your webhook data, so you can automatically update your external marketing system (e.g. Mailchimp, Klaviyo) based on the customer's choice.
How does it work?
You add a check-box booking question to your booking flow, worded to ask for marketing consent (e.g. "I'd like to receive marketing updates and offers").
When a customer completes a booking, they can tick or leave the box unticked.
Their response is sent as part of the booking's webhook payload:
Ticked → the webhook includes
"true"Not ticked → the webhook includes
"false"
Your system can then read this value and update the customer's marketing preference accordingly - for example, adding them to a mailing list only when the value is
"true".
Follow the steps to set it up
Log in to your Appointedd account and go to Setup > Customise your booking flow.
Click Add question.
Choose check box as the question type.
Enter your marketing consent wording, e.g. "I'd like to receive marketing updates and offers from [Business Name]."
Save your question and add it to the relevant service(s).
Confirm your webhook is set up to receive booking data - learn more about setting up webhooks here.
When a booking comes through, check the webhook payload for your check-box question's field - it will return
trueorfalsedepending on the customer's response.Use this value in your external marketing system to determine whether to opt the customer in.
Need help?
If you're still unsure, we're here to help! Get in touch anytime via the chat icon in the bottom right-hand corner of your screen.