Pre-Filling Acuity Scheduling forms

I hate it when forms are not filled in, when you know the person asking you to fill the form in has half your info already.

We do it a lot, and I just made our clients life a little easier, which ideally will help with our conversion rates long term too 🙂

Here is some JS that will easily be used on any acuityscheduling embeded calendar.

1.

Add id=”acuityiframe” to the embed code (Acuity could make this part of the embed code eventually)

2.

Add this code to your page, or a JS file and link to it from your site


function getParameterByName(name) {
name = name.replace(/[\[]/, "\\[").replace(/[\]]/, "\\]");
var regex = new RegExp("[\\?&]" + name + "=([^&#]*)"),
results = regex.exec(location.search);
return results === null ? "" : decodeURIComponent(results[1].replace(/\+/g, " "));
}
$(document).ready(function() {
url = $('#acuityiframe').attr('src');
url += '&first_name='+getParameterByName('firstname');
url += '&last_name='+getParameterByName('lastname');
url += '&email='+getParameterByName('email');
url += '&phone='+getParameterByName('mobile');
$('#acuityiframe').attr('src',url);
});

And away you go, you have pre-filling forms when your CRM sends the info in that format – which is easy to do.

eg.

This link

www.mybookingpage.com?firstname=~Contact.FirstName~&lastname=~Contact.LastName~&email=~Contact.Email~&mobile=~Contact.Phone1~

Will deliver the Infusionsoft Contact values for those fields to the embeded iframe for Acuity pages.

 

Please spread widely and freely to stop us all from having to fill in forms every again 🙂

Quoter Project

Sole Developer

2005 – 2007 IAG Australia

Summary:

This project involved specifying a quote and maintenance system that is capable of quoting different complicated insurance products from across the department enabling processes from Quote to Policy.

Goal Result
Manage process of quote through departments without need for printing and distribution of quotes Automated, centralised database and software system for distribution
Reduced or removed Paper based processes 30% Reduction
Increased Efficiency Saved >4 FTEs
Enabled result measurement down to individual users for KPIs and personal Stats Enabled reporting on individual staff
Ensure fully dynamic and upgradeable to enable changes to each product to be easily accommodated and changed by less technically skilled operators Added 14 products on dynamic system based on one product
 

In Depth:

This project involved specifying a quote and maintenance system that is capable of quoting different complicated insurance products from across the processes from Quote to Policy.
Aims of the project:
Manage process of quote through departments without need for printing and distribution of quotes.
Reduced or removed Paper based processes: Successfully reduced paper usage by 30% across dept.
Increased Efficiency: Successfully removed >4 FTEs
Enabled result measurement down to individual users for KPIs and personal Stats: Successfully enabled reporting on individual staff
Ensure fully dynamic and upgradeable to enable changes to each product to be easily accommodated and changed by less technically skilled operators: Successfully added 14 products on dynamic system based on one product.

Skills

  • MS Access front end and MySQL back-end for 70 users
  • Migrated to MS SQL Server back end using DTS 
  • VB and VBA
  • Access
  • Excel
  • Word
  • Outlook
  • OLE & COM Automation
  • Adobe Distiller
  • MySQL 
  • MS SQL Server
  • Crystal Reports

Cash Manager Project

Analyst Developer

2007-2008 Prudential/ M&G

Summary:

This project involved understanding the needs of the Treasury desk; current processes and systems, then specifying, planning and developing a new system that was paperless, efficient, tracked changes and as fluid and quick as Excel, but a Database based web interface system.
Cash Manager allows the Treasury to place £8 Billion on the overnight markets daily without over exposing to high risk banks.

Goal Result
Reduce Paper 50% reduction
Increase efficiency Reduced FTE by 75%
Reduce errors Errors to clerical only
Track changes Every entry recorded
Reduce Risk of overexposure Tracks exposure and credit rating for every bank on the fly, with warnings and notifications
 

In Depth:

Cash Manager – CM – Managing £8B daily
This system was built based on Analysis and understanding of the PruCap Treasury desks excel, paper and quill and ink based systems.
By connecting to the many sources of data (Excel, Oracle, HSBC data feed, Reuters Data Feed, Email) and putting the “days work” into the CM system, then allowing a fully controlled workflow system to evolve where each “deal” was tracked from order to execution to settlement inside the CM allowing for management to have a view of the days position anytime of the day. CM also incorporating exposure limits and user/ role limits for financial instruments or institutions.
Phase II
CM Phase II involved adding the entire Currency Deposits to the GBP only system, also adding several new bespoke reports and calculation tools for daily dealing across different funds, fund groups and legal entities groupings.
FX Manager – FXM
The FXM was designed with similar tracking and order management systems as the CM but for the highly complicated FXM market. Two way pricing and tracking for counter parties. Full reporting for Non liquid currencies. Tools for “building” a cross currency pair. Tools to group together similar orders based on criteria and trade larger deals in the market, then allocating them back as per deals done.

Skills

  • ASP 
  • MS SQL sophisticated
  • Excel 
  • DOM 
  • Javascript/ VB Script 
  • XML 
  • AJAX 
  • Bespoke

Julia Holden


 Screen Shot

Site Info

Site Info Values

Site Title

Julia Holden

Site URL

juliaholden.com

CMS

WordPress.org (Self Hosted)

~Hours to complete

30

Brief completed

Complete customisation of WordPress theme to match a similar supplied site.  PHP coding to create custom graphical menu using images for menu

Theme to be simplistic, minimalist and focused on the digital images and video of work

Special Fonts/ CSS

Installed font American Typewriter

 Hosting Supplied

Yes

Domain Name Registered

No

SEO (Search Engine Optimisation)

Yes

Google Analytics

Yes

Managed SEO

No

SEO Template supplied

Yes

 Wordpress Coaching

Several hours of coaching provided to ensure the client, Julia Holden, can update site, make changes and add work at any time without help from a developer.

Dropbox Introduced

Yes

Google Account

Yes

Collaboration tools

Yes

 Plugins Used

 

Shoelace – The Film


Screen Shot

Site Info

Site Info Values

Site Title

Shoelace The Film

Site URL

Shoelacethefilm.com

CMS

WordPress.org (Self Hosted)

~Hours to complete

9

Brief completed

Install WordPress

Install and help choose a theme with client

Provide coaching to get site at level required

Customise theme to suit site requirements – ie Video site not photography site

Automate upload of Images and posts of 00s of shots

Special Fonts/ CSS

No

Hosting Supplied

Yes

Domain Name Registered

Yes

SEO (Search Engine Optimisation)

Yes

Google Analytics

Yes

Managed SEO

Yes

SEO Template supplied

Yes

WordPress Coaching

Several hours of coaching provided to ensure the client, can update site, make changes and add work at any time without help from a developer.

Dropbox Introduced

Yes

Google Account

Yes

Collaboration tools

Yes

Plugins Used