This guide walks you through creating a new booking widget, selecting the experiences it offers, customizing its branding, and configuring payment and tipping options. After setup, the widget is ready to embed on your website or share via a direct booking link so customers can book from your own channel.
Step 1: Open the Channel manager
From the left sidebar, click Channels to open the Channel manager. Direct, Local, and Global channel categories are listed here.
Step 2: Open Direct bookings
Under Direct channels, click Booking widget to reach the Your widgets page. Any existing widgets are listed here alongside their status.
Step 3: Add a widget
Click Add a widget in the top right (or on the CTA card).
Fill in the Title (e.g. Adventure Tours Widget).
Add a Description for internal use.
Enter the Domain names where the widget will be embedded, separated by commas.
Click Create to save.
Step 4: Select experiences on the Overview tab
After creation you land on the Overview tab. Click the Select experiences dropdown, check the boxes next to the experiences you want to expose in this widget, then click Apply.
The counter at the top of the tab updates to reflect the selected experiences.
Step 5: Customize branding
Click the Customize tab. Under Edit basic details you can update the title, description, domains, booking expiry time, cart management, and travel agents link.
Scroll to the Edit branding details section.
Upload your company logo.
Add your social media URLs (Facebook, Instagram, and any others you use).
Click Update to save your branding.
Step 6: Configure fees and tipping in Payments
Click the Payments tab. Three panels are shown: Tipping, Payments, and Currency Settings.
In Tipping, choose when to ask for tips (for example, Always ask for tips).
Set the Good threshold, Great threshold, and Amazing threshold percentages.
Click Update tipping preferences.
In the Payments panel, click Update payment gateway to connect or change the gateway used by this widget.
In Currency Settings, toggle Automatically determine best currency if you want prices to display in the visitor's local currency.
Step 7: Preview and get installation instructions
Use Preview widget in the top right of any tab to see the live widget before publishing. Then click the Instructions tab to get the embed snippet and share options.
Copy the
<link>and<script>snippet into the<head>of every page where the booking button should appear.Use the provided
hrefexamples to create Book now links that open the Captainbook booking modal.Click Send instructions to email the embed code to the person managing your website.
Share via direct link or QR code
Every widget also has a public URL of the form https://{tenant}.captainbook.link/en/embedded/all. Share that link directly or convert it into a QR code for print materials.
Managing multiple widgets
Repeat Steps 3–7 to create additional widgets for different brands, audiences, or landing pages. Each widget keeps its own experience selection, branding, tipping rules, and payment gateway, so you can tailor the booking flow per channel without duplicating experiences.