Overview

The Booking Flow feature enables a fully customizable customer journey that aligns with your brand’s specific needs. The steps of the flow are configurable to include store selection, staff availability, and service options, allowing clients to book appointments in their preferred time zones. The flow is customizable from a design system and user flow perspective, but limited module / component customization.

Key Requirements

1. Configurable Customer Journey

• Brand Customization:
  • The initial step of the booking process is customizable to meet brand requirements.
• Store Location Selection:
  • Customers can search for and select a store location as the first step of the booking journey.
• Staff Member Selection:
  • Booking can start with choosing a specific staff member or advisor.
• Service Selection:
  • Clients can select from available services before proceeding to book.
• Time Zone Support:
  • Customers can schedule appointments in their preferred time zone.

2. Appointment Scheduling

• Digital Calendar Time/Date Picker:
  • Integrate a time and date picker to allow clients to choose an appointment that fits their schedule.
• Advisor Availability:
  • Define and manage working days and time slots for each staff member, ensuring appointments are only available during these times.

3. Client Profile Integration

• Appointment Profile Linking:
  • Every booked appointment is automatically connected to the client's profile for future reference.

4. Booking Flow Steps

1. Find a Store:
   Customers select a store location.
2. Find an Associate:
   Customers choose an available store associate.
3. Find a Service:
   Customers select the service they wish to book.
4. Book a Date & Time:
   Clients pick an available date and time based on the associate’s schedule.
5. Confirm Details:
   A final step where customers review and confirm their booking details.

These steps do not need to happen in a specific order.

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