By linking your Plannit merchant page to your Facebook page, you'll give your customers easy access to contact you with questions, new job requests or quotes.
You'll benefit from centralizing your requests in one place, making follow-up and planning easier.
Important
You must be an administrator (or other role allowing page editing) to add or modify an action button on your Facebook Page.
Install a button on my Facebook page
Installation steps
Go to your Settings in the Website integration section and copy the link (see below).
Go to your Facebook Page and click on the Pages icon in the left-hand menu.
Click on the 3 dots and then on Add Action Button.
Select the Contact Us button and click Next.
Now select Add a website link and click Next.
Insert the link you have copied into Plannit and click Save.
The result
Once the installation is complete, your customers will be directed to this page, where they can communicate with you as follows:
When they click on one of the buttons to interact with you, a form (or your message center) will open and they can add information about their questions/needs, which will automatically create a service request and contact record in Plannit.
🔔 You'll also be notified so you can respond quickly and start planning next steps with the customer.
Disable Messenger on Your Facebook Page (Optional)
👉 Use this option if you want all communications to go through Plannit only, with no exceptions.
By default, Facebook displays:
the Messenger chat bubble in the bottom-right corner
the Send Message button
and the ability for customers to contact you directly through Messenger (outside of Plannit)
For some businesses, this creates two separate communication channels to manage.
The steps below explain how to fully disable Messenger so your clients use Plannit exclusively.
Steps to disable Messenger
Open your Facebook Page.
Click Settings in the left-hand menu.
Go to Settings & Privacy.
Select How people can find and contact you.
In the Messaging section, disable the option that allows people to contact your Page through Messenger.
Result
The Messenger button disappears.
The chat bubble no longer appears on the page.
Visitors can no longer send messages via Facebook Messenger.
The only way to contact you from Facebook becomes:
the Contact Us button, which redirects customers to Plannit.