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- About Wix Services | Wix Expert
< Back Managing your business Business solutions & apps About Wix Services Wix Services lets you showcase the services your business offers and collect client inquiries for questions or project requests. Instead of booking appointments right away, potential clients fill out a form describing what they need. This way, you can review their request and start each project with a personal conversation. This approach is perfect for custom projects, consultations, or specialized freelance work where you want to discuss details before committing. For example, a consultant can list each service they provide and invite clients to reach out through a contact form, so every project starts with a conversation tailored to their needs. Important: You can add Wix Services to your site for free. To accept payments or offer scheduling, you need to upgrade your site and install Wix Bookings , even if you don’t plan to use any booking features. Key features of Wix Services Wix Services lets you highlight exactly what you offer, gather all the details you need from interested clients, and take the next step when you’re ready. Some key features include: Create and display a service catalog: Showcase professional images, descriptions, and taglines for each of your inquiry-based services. Collect detailed inquiries: Use custom forms to collect all the information you need from potential clients. You can also add a field to let clients schedule an intro meeting or phone call. Respond on your terms: Follow up with structured proposals, custom quotes, or invoices, directly through your Wix dashboard. Getting started with Wix Services Wix Services is automatically added to your site if your business type supports it. You can also add it manually from the App Market. Once installed, set up your inquiry services in a few simple steps: Upgrade Site: Upgrade your site to unlock scheduling, payment collection, and lead tracking Add Service Section: Display services on your site’s pages in an inquiry service widget . This helps visitors easily view and inquire about your services. Customize Form: Create a form with service inquiry fields to capture leads and schedule introductions. Set up Pipeline: Set up a sales pipeline to turn your leads into business. Connect Payment: Connect a payment method to accept client payments for your inquiry services. Add Wix Services to your existing site: Go to Wix Services in the App Market and click Add to Site . How inquiry-based services work Set up your services as a catalog on your site. Visitors review your offers and fill out a connected contact form to express interest. Forms can include a service picker so clients choose which service they want, and an optional scheduling field for consultation requests. All inquiries appear in your Wix Forms Submissions panel, where you can follow up, send proposals, and manage deals in one place. To add services to your business: Go to Inquiry Services in your site's dashboard. Click + Add a New Service . Enter your service details: Name: Enter the service name that will appear on your site (e.g. 'Logo Design'). Description: Write a short summary of what you offer and why clients should choose this service. Base price: Enter a price for your reference only. This won’t be displayed on your site but can be used in proposals, pay links, or invoices. Image: Click the Add + icon to upload a cover image that represents this service. Click Save . Customizing your inquiry services widget Make your inquiry services widget work for your business by tailoring it to your unique offerings. When you customize the widget, customers can quickly browse your available services and find what fits their needs. Adding a custom form makes booking simple, so you can collect the details you need and provide a seamless experience from the first click. Read more about the inquiry service widget . FAQs Click below for answers to common questions about Wix Services. How is an inquiry-based service different from Wix Bookings? You can offer both options on your site to let clients either book immediately or reach out for something custom. Inquiry services: Allow clients to submit a request about your services, but no time needs to be booked and no payment is collected up front. You can follow up with clients, discuss their needs, and send an invoice or quote later. Read more about Wix Services . Booking services: Let your clients instantly reserve and pay for a time slot, so everything is scheduled and confirmed right away. Read more about Wix Bookings . Do I need a separate form for each service? No, you can use one form for all your services. Add a service picker so clients select what they're interested in, and you can also add a scheduling field to let them request an intro call. How do I follow up with new leads? After receiving an inquiry, you can send proposals, schedule intro calls, invoice clients, or contact them through Wix Inbox, all from your dashboard. Can I use Wix Services with invoices? Yes, you can use invoices with Wix Services. You can also send price quotes, pay links, and proposals to offer your clients flexible ways to pay for your services. Where do submitted leads go? Form submissions appear in your Wix Forms Submissions panel. From there, you can view details and follow up through Wix Inbox or CRM tools. You can connect a pipeline to your form to better manage new leads or submissions as they come in. Once you set it up, every new form response automatically creates a card in your chosen pipeline. This makes it easy to track, manage, and move submissions through each stage of your process. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Stores: Transferring Your Store to Another Wix Account | Wix Expert
< Back Managing your business Business solutions & apps Wix Stores: Transferring Your Store to Another Wix Account Do you have a store in one account that you want to transfer to another account? You can transfer the entire site. The store transfers with it. Learn how to transfer a premium site to another Wix account . Tip: While transferring the account, you'll get to choose whether you want to keep your role as co-owner. You can also create a copy of the site for your personal account. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Studio: Using CRM Tools | Wix Expert
< Back Studio, Partners & Enterprise Wix Studio Wix Studio: Using CRM Tools Streamline your workflows and grow your agency with CRM tools in Wix Studio. Manage client communication and projects from a centralized hub, helping you stay organized and in control. Accessing CRM tools There are 2 levels for CRM tools in Wix Studio: Workspace-level tools: Manage your agency’s clients and projects across all sites. Site-level tools: Focus on managing customers and activities for your clients sites. Workspace-level CRM tools Workspace-level tools are accessed from the Client Experience tab in your workspace. Use these tools to manage clients and projects on an agency-wide level: Go to CRM & Client Billing in your Wix Studio workspace. Choose the tool you want to use: Contacts: Centralize client information to streamline communication and ensure quick access to contact details. Tip: Use the More Actions icon at the top to access Tasks & Reminders and Workflows . Inbox: Centralize all client communication, including emails and messages, in one organized location. Automations: Save time by automating repetitive tasks , like follow-up emails or assigning tasks. Email Marketing: Create professional campaigns to engage your client base, promote services, and build your brand. Site-level CRM tools Site-level tools are accessed through each site’s dashboard. They help manage individual site customers and workflows: Go to the site's dashboard . Select the desired tool from the left-hand navigation bar: Contacts: Hover over Customer & Leads and click Contacts to manage customer information . Tip: Use the More Actions icon at the top to access Workflows and Tasks & Reminders . Inbox: Click Inbox to handle emails and chat message for the site. Automations: Click Automations to set up automated responses tailored to the site's specific needs. Email Marketing: Hover over Marketing and click Email Marketing to create campaigns for a site's audience. FAQs Click a question below to learn more about CRM tools in Wix Studio. Why can't I see certain tools in the workspace? Access to workspace-level tools depends on your permissions. Contact the workspace owner to update your role or permissions if needed. Why can't I see certain tools in a site's dashboard? Access to site-level tools depends on your permissions. If you’re not the site owner, reach out to the site owner for assistance. How do I import existing client information into the workspace? You can import contacts by uploading a CSV file or connecting a Gmail account . To import your contacts: Go to CRM & Client Billing in your Wix Studio workspace. Click Import / Export at the top right. Select Import contacts . Choose how to import your contacts: Upload a CSV file: Click Get Started and follow the prompts. Connect Gmail: Click Connect to import contacts from a Gmail account. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Video: Allowing Others to Embed Your Video on their Site | Wix Expert
< Back Managing your business Business solutions & apps Wix Video: Allowing Others to Embed Your Video on their Site Allow your visitors to embed your video on their site or blog using HTML code. It's a great way to show your content to the world! Important: This option is only available for videos you have uploaded, not videos added from Facebook, Vimeo or YouTube. This option is only available after upgrading to a Premium Plan or for Premium accounts. To set up the embedding option: Go to Video Library in your site's dashboard. Hover over the relevant video and click the Edit icon . Scroll down to Embed Options . Click the toggle to enable embedding. Select the information you wish to display. Note: You can add a custom logo to the embedded video, and choose when it appears. The recommended format for your logo is a transparent PNG file, 254 x 152 px. After setting up the embed option, visitors watching a video on your site can click the share icon and then access the embed code. Important information about embedded videos When your visitor embeds the video, all the relevant information, including title, cover, action cards, and price appear in the embedded video. If your video is set to allow renting or streaming, viewers will be directed to your Wix site to complete the purchase. Any changes you make to the video's information on your site also appears on the embedded video. However, changes made to the settings, such as changes in fonts and design after embedding the video do not appear in the embedded video. Embedded videos in mobile friendly view The size of embedded videos in mobile friendly view should be manually adjusted in the html code. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Online Programs: Embedding Interactive Content in an Article or Section | Wix Expert
< Back Managing your business Business solutions & apps Wix Online Programs: Embedding Interactive Content in an Article or Section Add interactive elements to your program steps like videos, gifs, files, and images. This helps you improve participant understanding and engagement throughout your programs. You can also embed your offerings from Wix apps like Stores, Bookings, and Events. For example, create an online event for your participants and embed it in your step so people can sign up. Tips: If you want to add a video to your article, consider adding a video step instead. You can use AI to add content to your program . To embed interactive content in an article or section: Go to Online Programs in your site's dashboard. Select the relevant program. Create a new step or edit an existing one: Add a new step: Click + Add next to Schedule (for scheduled programs) or Content (for self-paced programs) and select Article or Section . Edit an existing step: Click Edit next to an Article or Section . Add or edit the basic info for the step or section. Add or edit the content of the step or section. (Optional) Add more interactive content from the icons at the bottom: Add interactive content Select from the following icons at the bottom of the Content field: Image icon to add an image. Gallery icon to add an image gallery. Divider icon to add a dividing line. HTML code to add HTML code. Video icon to add a video to a post. You can upload a video from your computer or paste a URL from YouTube, Vimeo, or Facebook. GIF icon to add an animated GIF. File icon to add a file from your desktop. Table icon to add a table. Audio file icon to add an audio file. Click Save when you're done adding content. Add an event, service, or product Select the relevant Wix app icon at the bottom of the Content field: Events: Click the Wix Events icon , select an event from your list, then click Embed . Bookings: Click the Wix Bookings icon , select a service from your list, then click Embed . Stores: Click the Wix Stores icon , select a product from your list, then click Embed . Click Save when you're done adding content. Add a call-to-action button Click the Button icon . Click the newly added button in your post. Click the Settings icon . Enter the text you want to display. Paste the relevant link. (Optional) Customize more of the button's settings and design. Click Save when you're done adding content. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Symphony: Choosing a Plan | Wix Expert
< Back Managing your business Symphony by Wix Symphony: Choosing a Plan Upgrade to a paid plan to get more from your team of AI agents. Paid plans give you more AI credits each month, more agent activity, and more connected tools. Plan features Each plan includes your conductor Maestro, multiple AI agents, tool integrations, and 24/7 agent activity. Choose a shorter subscription with a monthly plan, or save money with a yearly plan. Browse the plan overview below to see which package best suits your business. Free Best for getting started and seeing what Symphony can do for you. 500 AI credits per month (up to 100 per day) 2 bonus agent actions 2 bonus business briefings Multiple AI agents Agents work across a few integrations Basic Best for growing your business with regular help from your agents. 2,000 AI credits per month (no daily limit) 5 bonus agent actions 5 bonus business briefings Multiple AI agents Agents work across more tools Pro Best for a team of active agents across more of your tools. 5,000 AI credits per month 10 bonus agent actions 10 bonus business briefings Multiple AI agents Agents work across your entire toolstack Extended agent activity Max Best for a team of agents working at full capacity. 12,000 AI credits per month (30,000 with Max+) 20 bonus agent actions 20 bonus business briefings Multiple AI agents Deep agent activity across every tool Priority customer support FAQs Click a question below to learn more about Symphony plans. What are AI credits? AI credits are the usage your agents draw on for background work, such as running a task or reaching out to a contact. Learn more about AI credits in Symphony . What happens if I run out of credits? Your agents pause their background work until your credits renew or you upgrade. Chatting with Maestro stays free if you have an upgraded plan. Note: Chatting with Maestro uses AI credits with the free plan. If you are using a free plan, you need to wait for your credits to renew before chatting with Maestro again. Can I change my plan later? Yes. You can upgrade or downgrade your plan at any time. Is there a free trial for Symphony? There's a free plan you can use to try Symphony for as long as you like. How am I billed for my plan? Plans renew automatically so that your team of agents never experiences downtime. Monthly subscriptions are charged each month, and yearly subscriptions are charged annually. You can view information about your subscription, renewal dates and billing history in your account. How do I change my payment method and billing details? You can change the card details you use to pay for your Symphony plan at any time. If you have an Apple device and paid for your subscription in the App Store, you need to change your payment information in the App Store. You can also change the billing details your invoices are addressed to. For example, you can change your name, email, billing address, and tax ID where applicable. To change your payment method: Go to Settings from the sidebar menu. (On the app) Tap the Settings icon at the bottom of the menu. (On web) Click your profile at the bottom of the menu. Click Change or Switch next to your plan's name. Click Change payment method at the bottom of the page. Enter your new payment details and click Save card . To change your billing details: Go to Settings from the sidebar menu. (On the app) Tap the Settings icon at the bottom of the menu. (On web) Click your profile at the bottom of the menu. Click Change or Switch next to your plan's name. Click Billing details at the bottom of the page. Enter your new billing details and click Save . How do I cancel my plan? Yes. You can cancel your subscription within 14 days of your initial purchase and you’ll receive a refund for the remainder of your subscription. After 14 days you can turn off auto renew and your plan will expire at the end of your billing period (monthly or yearly). You’ll continue to enjoy your plan’s benefits until your plan expires. You can change your mind any time before then by turning auto renew back on. To cancel your plan: Go to Settings from the sidebar menu. (On the app) Tap the Settings icon at the bottom of the menu. (On web) Click your profile at the bottom of the menu. Click Change or Switch next to your plan's name. Click Cancel plan at the bottom of the page. Tip: You can choose Keep my plan if you change your mind. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Stores: Offering Rewards and Incentives | Wix Expert
< Back Managing your business Business solutions & apps Wix Stores: Offering Rewards and Incentives While it's important to attract new customers to your store, it's even more important to keep existing customers coming back again and again - along with their friends and families. Offering rewards and incentives can help make that happen. Create a loyalty program Create a loyalty program to boost sales, increase retention, and keep customers happy. You can customize it to reflect your store's personality. Choose a program name, a name for your points, and an icon that represents your brand. Customer get points every time they perform set actions, such as buying $50 worth of items. When they've accumulated enough points, they can redeem them using coupons. You decide which actions they take to earn points, how many points they get per action, and what the rewards are. Get started: Learn how to create your own loyalty program . Offer gift cards Attract new customers and keep existing customers coming back by offering digital gift cards. Customers purchase cards on the Gift Card page of your site. You can let customers purchase gift cards for themselves or for others on your site's Gift Card page. You choose the gift card amounts, or even let customers choose their own. Later, customers can redeem the cards when making a purchase online. Get started: Learn how to create gift cards for your store . Launch a referral program Give existing customers an incentive to refer their friends to your store. With the Wix Referral Program, site members can refer friends by sharing referral URLs. You have the option to reward both the customer doing the referring and the friend being referred. Get started: Learn how to launch a referral program . This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Unable to Find Your Country When Upgrading | Wix Expert
< Back Billing & premium subscriptions Managing your subscriptions Unable to Find Your Country When Upgrading If you are unable to find your country in the drop-down menu when upgrading your site, it is possible that your country is listed as a region of another country. For example: If you are trying to select Curaçao when upgrading your site, you must first select the Netherlands as the country, and then select Curaçao as the state. If you are still unable to find your country, please contact us and we will be happy to assist you. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Studio: Managing Site Notifications in Your Workspace | Wix Expert
< Back Studio, Partners & Enterprise Wix Studio Wix Studio: Managing Site Notifications in Your Workspace Customize your notification preferences in Wix Studio to manage notifications across all the sites in your workspace. Each site includes general notifications and those tailored to its business type and site apps. Choose which notifications to enable or disable for both the dashboard and email, to stay updated on important site activities that matter to you. You can also toggle notifications on or off for all sites or specific ones. Notes: You’ll still get important site updates such as transactional emails. Changes to notification preferences only apply to your workspace and don't affect your team. To manage your notification preferences: Go to Notification Preferences in your Wix Studio workspace. Choose what you want to do: Turn all notifications on or off for a specific site Click the Enable notifications toggle by a site to turn all notifications on or off. Tip: Use the search at the top right to find a specific site in your workspace. Turn notifications on or off for all sites Click the checkbox at the top to select all sites, and then: Click Turn Off Notifications to turn all notifications off for all sites in your workspace. Click Turn On Notifications to turn all notifications on for all sites in your workspace. Select specific notifications for a site Click Manage next to the relevant site. In the Dashboard tab, choose which dashboard notifications to enable for this site. Click the Email tab and choose which email notifications to enable. Click Apply to save your changes. Tip: You can also click the Notifications icon at the top right of your workspace, and then Preferences , to quickly access and adjust your site notification settings. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Bookings: Syncing Staff Members' Personal Calendars with the Bookings Calendar | Wix Expert
< Back Managing your business Business solutions & apps Wix Bookings: Syncing Staff Members' Personal Calendars with the Bookings Calendar Invite your staff members to sync their Bookings and personal calendars. This helps them keep track of their schedule and avoid double bookings. Giving booking permissions to your staff member Before you can invite a staff member to sync calendars, you need to give booking permissions. Once your staff member accepts the invite, they can sync their personal Booking calendar and manage their own clients and session. To give booking permissions to your staff member: Go to Staff in your site's dashboard. Click the relevant staff member. Click Give Permissions . Add the email of your staff member. Click Send invite . Ask the staff member to click Accept Invite in the email they receive. Inviting your staff members to sync their personal calendars with Wix Bookings Invite your staff members to sync their Bookings and personal calendars to make it easier for them to manage their schedules. Note: Each staff member needs their own individual email address to sync their personal calendar. It is not possible for multiple staff members to use the same email address. To invite your staff members to sync their personal calendars: Go to Staff in your site's dashboard. Click the relevant staff member. Click Invite to Sync Calendar . (Optional) Edit the email to invite your staff member. Click Email invite . Ask the staff member to click Accept Invite in the email they receive. What's next? After syncing a staff member’s personal calendar, their private appointments appear as "Busy" in the Wix Bookings calendar and customers are unable to book appointments at these times. Learn how to sync your own calendar Accepting your invite to sync a calendar When you send the invite to your staff member, you can run them through the process below to complete the sync of their calendars. Important: Your staff can only accept their invitations to sync from a desktop. Currently, it's not possible to complete the sync process from mobile. To accept your invite to sync their calendar: Click the Accept Invite link. Set up a Wix account and log in to your site. Click Sync Calendars . Click Sync next to the relevant calendars (Google Calendar, Apple Calendar or Outlook or Office 365). Click Continue to grant the necessary permissions. Unsyncing a staff member's personal calendar Staff members can disconnect or change their personal calendar to another supported email provider at any time. They do so through the Booking Calendar on your site, as they did when they synced their calendar. You can share the steps below with them to explain how to unsync their personal calendars. Note: Only staff members can unsync their personal calendars from Wix Bookings. You can delete staff members from your site if needed. To unsync a staff member's personal calendar: Go to Staff in your site's dashboard. Click the relevant staff member. Click Unsync under Staff settings . Click Unsync again to confirm. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Archiving Your Orders | Wix Expert
< Back Managing your business Orders, Cart & Checkout Archiving Your Orders Important: This article is relevant for Wix Stores, Wix Bookings, Wix Restaurants Orders, Wix Donations, and is in the process of becoming available for Pricing Plans. Stay on top of your records by archiving orders you no longer need in the Orders tab of your site's dashboard. If you change your mind, you can unarchive them at any time. Archiving an order You can archive one or more orders by selecting them and then clicking Archive in the More Actions drop-down. To archive an order: Go to Orders in your site's dashboard. Select the checkbox next to the order(s) you want to archive. Click More Actions . Select Archive . It's not possible to delete orders permanently. Viewing archived orders or unarchiving them You can use your filters to access archived orders. Then, you can select any that you want to remove from the archive. To access archived orders and unarchive them: Go to Orders in your site's dashboard. Click Filter at the top right. Scroll down and click to expand the Archive Status section. Select the Archived checkbox. (Optional) Unarchive an order: Select the checkbox next to the archived order you want to unarchive. Click More Actions . Select Archive . Tip: When you're done, don't forget to cancel the filter. This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit
- Wix Mobile Apps: An Overview of Fit by Wix | Wix Expert
< Back Using the Wix mobile apps Mobile apps for your customers Wix Mobile Apps: An Overview of Fit by Wix The Fit by Wix app is a free tool that helps your members stay engaged and updated with your site on the go. Your clients can use the Fit by Wix app to interact with your fitness business from anywhere. They can view your schedule, book services, connect with you and other members, participate in online programs, and purchase your branded products. Important: The Fit by Wix app is for your clients to interact with your business. You (the site owner) can manage and customize all aspects of the Fit by Wix app using the Wix app . Wix member apps, like Fit by Wix, are free to use and download from the relevant app stores. You do not need a Premium plan to access them. Tell your clients how to download the Fit by Wix app: Search for Fit by Wix in the App Store or Google Play, or use the links below: iOS App download link Android App download link Customize your site to suit your business From the Wix app , you can customize how your site and business appears on the Fit by Wix app. Customize every screen on the app including re-ordering and renaming the site tabs, adding new elements to the pages, and more. Learn how to customize your site on the Fit by Wix app . Improve customer loyalty with pricing plans The Fit by Wix app lets you offer different pricing plans and membership options to suit your members' needs and budgets. Create your plans from your Wix app. Learn how to create pricing plans using the Wix app . Increase engagement by offering online programs Improve engagement with and among your members by offering online programs. Challenge your clients by creating programs such as: Running a 10k within a month Daily meditation goals Strength and conditioning challenges Learn how to create online programs using the Wix app . Build your brand by selling merchandise Provide your clients with the gear they need to train at their best. From foam rollers to yoga mats to weight belts, you can create an online store on the Fit by Wix app to sell your products to your members. Learn more about selling products on your Wix Member apps . Tip: Create branded merchandise with your logo to let your products promote your business while giving your clients a sense of community. If you don't have a logo, you can create one using the Wix Logo Maker . Create an online community with groups With Fit by Wix, you can create groups just for your members. Your members can invite friends, create posts, share photos and more. They are a great way to get your clients interacting with each other, asking questions and sharing content. A few examples of community groups are: A Healthy Eater's group with recipes, pictures and advice on nutrition. A New Momma's group for members to share tips and arrange playdates. A Feedback and Questions group for members to interact with you and each other. Learn more about creating and managing groups in the Wix app . Start conversations using blog posts Using the Fit by Wix app, you can engage with your members by featuring interesting and useful blog content. Share advice on training, technique, nutrition, mindfulness - whatever area you want to cover, you can include it in your blog posts. Learn more about creating blog posts from the Wix app . Keep members engaged with a performance tracker Add the performance tracker to your site on Fit by Wix to help your members track their weekly progress each time they log in. This daily activity tracker lets your members view how many steps they take, or calories they burn each day. Learn more about setting up the performance tracker and syncing daily activity trackers in Fit by Wix . Want to grow your fitness business online? Start by creating a professional site with our fitness website builder . This article is credited to the Wix team - https://support.wix.com/ and we thank them for that! Previous Next Need An AI Run Website? Contact Us Today! Submit