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Setting Up Your Widget

Getting your booking widget ready takes just a few minutes. This guide walks you through the initial configuration so your customers can start booking online.

Before You Start​

Make sure you have the following in place:

  • At least one product or experience created in EquipDash with pricing set up
  • Business details configured (business name, address, timezone) in Settings > Business details
  • Admin or Manager access — you need the Settings permission

Opening Widget Settings​

  1. Click Settings in the sidebar.
  2. Click Booking widget in the settings menu.

The widget settings page has three sections: Default settings, Booking wizard settings, and Embed options.

The Booking widget settings page showing Default settings with listing view, colors, and voucher sales toggle

Step 1: Set Your Brand Colors​

The widget uses two colors to match your brand:

  1. Find the Widget colors section.
  2. Click the Primary Color swatch to open the color picker, or type a hex code directly (e.g., #0d3b66).
  3. Set the Text Color the same way. The default is a dark gray (#303233) which works well for most sites.
  4. Click Update.

Step 2: Choose the Default Listing View​

You can display products and experiences in a grid layout (cards) or a list layout.

  1. Find the Widget default listing view setting.
  2. Select Grid or List.
  3. Click Update.

Grid view shows product cards with images in a multi-column layout. List view shows products in a single-column layout with more detail visible at a glance. Customers can switch between views on the widget itself using the view toggle — this setting just controls which one they see first.

Step 3: Enable Voucher Sales (Optional)​

If you want customers to purchase gift vouchers through the widget:

  1. Find the Enable gift card/voucher sales toggle.
  2. Turn it on. The toggle shows "Enabled" when active.
  3. A Purchase page link appears below the toggle — this is your voucher widget URL.
  4. Click Update.

Step 4: Enable the Booking Wizard (Optional)​

The wizard is a step-by-step booking flow that guides customers through selecting dates, choosing items, and checking out. It is an alternative to the standard browse-and-add-to-booking flow.

  1. Scroll down to the Booking wizard settings (optional) section.
  2. You will see Rentals and Experiences tabs.
  3. On the Rentals tab, find the Enable wizard flow for guided bookings? toggle and turn it on if you want customers to follow a guided booking flow for rentals.
  4. Switch to the Experiences tab and repeat for experiences if desired.

The wizard toggle saves automatically when you flip it.

Step 5: Configure Skill Levels (Optional)​

If you enable the wizard, you can organize your products or experiences into skill levels. This helps customers find the right option for their ability.

  1. After enabling the wizard, click Manage experience/skill levels.
  2. A side panel opens where you can create levels (e.g., "Beginner," "Intermediate," "Advanced").
  3. For each level, enter a name and optionally a short description (up to 15 words).
  4. Click + Add additional level to add more levels (up to 10).
  5. Click Save.
  6. Back on the settings page, use the Categories and Products dropdowns under each level to assign items to that level.
  7. Click Update to save the level assignments.

Once your settings are saved, you can grab the links for your widget:

  1. Scroll down to the Embed options section.
  2. You will see tabs for Rentals, Experiences, and Store (if the store module is enabled).
  3. For each tab, you get two options:
    • Option A — An iframe embed code with a Copy code button
    • Option B — A direct link with a Copy link button
  4. A live preview of the widget is also shown below the embed options.

Next Steps​

Your widget is now configured. Here is what to do next:

  • Embed it on your website — Add the widget to WordPress, Squarespace, Wix, or any other website builder.
  • Test it — Preview the widget and make a test booking to make sure everything works.
  • Customize further — Fine-tune colors, display options, and layout.