Ambivo Widgets User Guide

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Ambivo Widgets: User Guide

A chapter-by-chapter user guide for Ambivo Widgets, written for marketing, sales, and operations teams who embed forms, booking calendars, and payment tools on websites and client portals.

Each chapter stands on its own. Use the order below for a first read; jump straight to a topic when you have a specific question.

Widgets & Client Portal

GuideWhat it covers
CRM-025: Widgets and Client PortalEmbed appointment, form, and payment widgets on your website and set up the customer self-service portal

Reading Order Suggestions

  • Marketing team: Read CRM-025. Embed lead-capture forms and booking widgets on landing pages and campaign sites.

  • Sales team: Read CRM-025. Set up appointment widgets and the client portal for customer self-service.

Conventions Used in This Guide

  • Bold names refer to UI elements (buttons, fields, screens).
  • code-style refers to internal field names or values.
  • Quoted values refer to user-facing labels.
  • Each guide ends with Common Questions, Tips and Best Practices, and Related Guides.

Reporting Issues With This Guide

If something here is wrong, out of date or unclear, email support@ambivo.com. We fix documentation quickly.