BLOCKS: Button Block

Button Block

The Button Block can be used to create a clickable button on a Dashboard, Portal Page, or Public Page. The button can direct users to a different page, navigate to a specific area within the platform, open an external URL, trigger an Auto-Template, or open interactive widgets such as the Appointment Scheduling tool. It is one of the most flexible and commonly used blocks for creating interactive, action-driven page layouts.

What This Block Is Used For

Use this block whenever you need to give users a clear, clickable action on a page. It works well for guiding users through a workflow, providing quick navigation, or triggering actions without requiring them to search through menus.

Direct users to an internal area of the platform such as their invoice history, message centre, or project page.
Link to an external URL, opening it in the same tab or a new tab.
Open the Appointment Scheduling widget so users can book an appointment directly from the page.
Trigger an Auto-Template when clicked, automating actions or sending communications on demand.
Navigate users to a specific Portal Page, automatically assigning them to it if they are not already assigned.
Direct users to a Staff Submit Form page for a selected active Form.

How to Add This Block

1. Open the Content Block Editor on the page or portal you wish to edit.

2. Click the Add Block (+) button to open the block selection menu.

3. Select Button Block from the list.

Once added, the block will appear in your layout and you can add your block options. Alternatively, you can click the pencil (edit) icon in the block toolbar to open the block options at any time.

How to Configure the Block

The Button Options modal will appear three sub menus, General, Styling, and Access.

Button Text: Enter the text that will appear on the button. Keep this concise and action-oriented so users immediately understand what will happen when they click it.

Click Action: Use the dropdown to set what happens when the user clicks the button.

The available click actions are:

Navigate to Direct or Relative URL — Direct the user to an external website or to a static area inside the platform.
Navigate to URL from Custom Field — Direct the user to the URL stored in a URL Custom Field, which can be unique for each user.
Placeholder Link — Direct the user to an area within the platform using a dynamic link that will be unique depending on which user is logged in.
Navigate to Portal Page — Direct the user to a specific Portal Page. If the user is not already assigned to that page, they will be automatically assigned when they click the button. You can also quickly create a new Portal Page to link to, in which case the assignments and Category or Menu Group will be copied and applied.
Open Appointment Scheduling Pop-up — Opens the Appointment Scheduling widget so the user can book an appointment directly from the page.
Navigate to Platform Area — Select from an extensive list of platform areas to direct the user to, such as History of Payments, Send New Message, and many more.
Forms and Staff Submit — Select from a dropdown list of all active Forms. When the button is clicked, the user will be redirected to the Staff Submit Form page for the selected Form.

Auto-Template: Toggle this ON to attach an Auto-Template to the button click. When enabled, you can select a pre-configured Auto-Template from the dropdown. You can also include a Success Message that will appear to the user after the button is clicked, and limit the number of times the Auto-Template can be triggered per user. Once the limit is reached, you can configure what should happen next.

Open New Tab: Choose whether the destination should open in a new browser tab. This is recommended when the user may still need to refer back to the original page after clicking.

Width: Set how wide the button will appear on the page.

Height: Set how tall the button will appear on the page.

Alignment: Align the button to the centre, left, or right of the block.

TIP: When using the Navigate to URL from Custom Field click action, each user will be directed to the URL stored in their own Custom Field. This is useful for linking individual users to their own personalised external pages, such as unique booking links or personalised report URLs.

IMPORTANT: When choosing a Portal Page as the link destination, the user will automatically be assigned to that page if they are not already. You can also choose to quickly create a new Portal Page to link to, in which case the assignments as well as the Category and Menu Group will be copied and applied.

Styling

The Styling tab will enable you Customize the visual appearance of your block.

Access

You can enable all targets with access to the page to view the Button Block. Alternatively, you can use the Access sub-menu to customize visibility, allowing only specific targets to see the Button.

What Users Will See

Visitors on the published page or portal will see a clearly labelled clickable button displayed at the size and alignment you have configured. The experience is straightforward and intuitive.

A styled button displaying the text you have entered
A response appropriate to the click action configured, such as navigating to a new page, opening a widget, or displaying a success message
A success message if one has been configured, displayed after the button is clicked
The button hidden or disabled if a trigger limit has been reached and the Auto-Template limit has been met

Best Practices

A well-configured Button Block can significantly improve how users navigate and interact with your portals and dashboards.

Use clear and action-oriented button text such as Book an Appointment, View Your Invoices, or Submit a Request so users immediately understand what the button does
Use the Open New Tab option when linking to an external URL so users do not lose their place on the current page
Use the Auto-Template trigger limit to prevent users from accidentally triggering the same action multiple times, particularly for actions such as sending emails or creating records
Use Placeholder Links for dynamic navigation that adapts to the logged-in user, reducing the need to build separate pages for different user types
Use the Style Options tab to customise the button appearance so it matches your brand colours and fits the visual design of your portal
Test every button click action before publishing to confirm the destination, action, or widget behaves exactly as expected

TIP: The Button Block works especially well when placed at the end of an onboarding page or welcome message, giving new Clients or Staff a single clear next step to take. Pair it with the Open Appointment Scheduling Pop-up action to let users book their first call directly from the page.

CLICK HERE to learn about the Content Block Editor.

CLICK HERE to learn about all Block Editor Block Types.

CLICK HERE to learn about URL Custom Fields.

CLICK HERE to learn about Placeholder Links.