Let customers book a follow-up call

A short "pick a time" form on your order confirmation page, so the call is booked before they close the tab.

Somebody has just paid you for something that needs a conversation — a weight-management injection, a private prescription, a treatment plan. The call has to happen. Emailing them a booking link tomorrow loses a good number of them; asking them to pick a time while the receipt is still on screen loses almost none.

That is what a follow-up form is: a small "pick a time" card on your order confirmation page, with everything already decided.

First, make the call a service

Under Business › Services, add the call like any other service — name it something the customer will recognise on their reminder ("Your follow-up call"), set the length, and set the price to 0 if it is included in what they have already paid.

Attach it to the branch and the staff who will make the calls. A service with no staff and no branch has no availability, and the form will show nothing.

Then put the form on the confirmation page

Shortcode

[get_booked_short service="12" location="3" next="true" hide_price="true"]

That renders one card: the soonest appointment as a single tap, a few days to choose from underneath, and the boxes for their name and number. No service menu, no branch picker, no price.

Soonest we can see you

Thursday, 4 Sep2:15pm Choose

Or pick a day

Thu
4 Fri
5 Mon
8 Tue
9

1 — what next="true" adds: the earliest slot, as one tap

Every attribute that matters here

Attribute	What it does
`service`	The call. Required — without it they get a menu, which defeats the point.
`location`	The branch making the call.
`staff`	Pins it to one person. Use it when only the prescriber can take these.
`next`	`true` adds the Soonest we can see you tile at the top.
`hide_price`	`true` hides the price line. Use it for anything already paid for.
`prequal`	`off` skips the routing questions here. They have already bought — do not put a triage screen between them and the diary.

Ids come from Business › Services and Locations. See Shortcode reference for the rest.

Putting it on a WooCommerce thank-you page

If your checkout is WooCommerce, the confirmation page is a template rather than something you edit in the page editor. Add it in your child theme's functions.php:

PHP

add_action( 'woocommerce_thankyou', function ( $order_id ) {
    // Only for the product the call belongs to.
    $order = wc_get_order( $order_id );
    foreach ( $order->get_items() as $item ) {
        if ( 99 === $item->get_product_id() ) {
            echo '<h2>Book your follow-up call</h2>';
            echo do_shortcode( '[get_booked_short service="12" next="true" hide_price="true"]' );
            break;
        }
    }
} );

On any other checkout, or a plain confirmation page, just paste the shortcode into the page.

Give them a way back

Some people will close the tab. Put the same shortcode on a plain page of its own and link to it from the order email, so the ones who did not book on the day still can.

Say why the call exists

A time picker appearing after payment with no explanation reads as another hurdle. One line above it fixes that — "Before we can send this out, our pharmacist needs a five-minute call. Pick a time that suits you." People book far more readily when they know what the call is for and how long it takes.

Afterwards

The appointment behaves like any other: it appears in the calendar, sends its confirmation and reminders, and can be moved or cancelled from the booking screen. If nobody picks a time, nothing is booked — so keep an eye on the orders that have no follow-up against them and ring those customers yourself.