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Class Search Portal

What the Class Search Portal is and how this feature works

Gemma avatar
Written by Gemma
Updated over a year ago

✨ Please note: The Class Search Portal is available only for Bookwhen accounts on a Linked Accounts structure.


This powerful feature enables your customers to search through all your Linked Accounts entries to find the event that is right for them.

This article covers:


What is the Class Search Portal feature?

The Class Search Portal is a powerful search engine tool connected to your HQ account. It enables your customers to use filters to tailor their results by location, distance, and type.

For example:

An image showing the Bookwhen class search portal feature

To access your unique search portal, you would visit it via a structured link such as this one: www.bookwhen.com/search/yourlinkedaccounthqname.
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πŸ’‘ Please note: You'll host this from your HQ Bookwhen account. If you change the account name of your HQ, this will change the URL you access it through.


How is it powered?

There are three key factors of how the Class Search Portal works:

  1. Entries: This is the key driving power behind this feature. It will pull through any entries added to scheduling pages across your Linked Accounts.

  2. Tags: This adds additional filtering capabilities allowing your customers to search by "event type".

  3. Entry images: This adds a visual element to the results page for your customers. If no images are attached to an entry, it will default to an icon.

πŸ’‘ To note:

  • By default, all entries from sub-accounts linked to your HQ appear in the search portal results.

  • As the HQ account owner, you can choose to prevent specific sub-accounts or schedules from appearing.

  • Please contact us to let us know which pages or sub-accounts you'd like to hide from the Class Search Portal.


Using the Class Search Portal

To get to the results page, your customer must select options from the filter options based on their needs.

  • Event location: Filter the results to see either 'In-person', 'online' or 'any type' (a combination of online and in-person events).

  • Town or postcode: Add either of these or "use current location" to add their location. They must add a location.
    ​

  • Search within: Search within a specific distance range of the town or postcode you add, which currently goes up to 600 miles.
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  • Event type: Based on the tags associated with an entry, select from a list of options. If they do not select an event type, it will default to "All".

Once they have chosen from the options and selected the Search button, we will show them a results page such as the below example:

Customers can re-order the results by distance (nearest) or time (soonest) using the Sort by function via the drop-down in the top right-hand corner.

They can also update their search parameters by using the filter fields on the left-hand search navigation.
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πŸ’‘ Best practice tips

To ensure that you get the most value out of this feature, you can follow these best practice tips:

  1. Tags on Entries:

    • Ensure consistency in tag usage to avoid a lengthy list of options.

    • As the HQ account owner, advise sub-accounts on using specific tags like "Beginner" or "Christmas."

    • Enhance the visual experience for customers by adding images to your events.

    • Embed the Class Search Portal on your website using an iframe.

    • Obtain the URL code by adding "/iframe" to your class search portal URL, e.g., bookwhen.com/search/linkedaccounthqname/iframe.


πŸ’¬ Any questions or feedback? There are two ways to get in touch:

Thank you! πŸ•Ί

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