Ambivo Widgets User Guide
DocsAmbivo 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
| Guide | What it covers |
|---|---|
| CRM-025 — Widgets and Client Portal | Embed appointment, form, and payment widgets on your website and set up the customer self-service portal |
Reading Order Suggestions
If you are marketing team — Read CRM-025. Embed lead-capture forms and booking widgets on landing pages and campaign sites.
If you are 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If something in the guide is wrong, outdated, or unclear, please report it on the GitHub repository's issue tracker, or send a note to your account manager. We move fast — corrections are welcome.