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Customer Booking Journey

Customer Booking Journey

Out of Box
Configuration
Updated:
September 10, 2025

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:
    • Change colors, fonts, logos, images and custom text fields.
  • 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.
  • Malleable Time Slots
    • Adjust timeslots easily witht the scheduling feature. Allow randomized selection on staff based on a shared/joined calendar.
  • Service Selection:
    • Clients can select from available services before proceeding to book.
  • Time Zone Support:
    • Customers can schedule appointments in their preferred time zone.
Relational Shopping Button Appointment experience.

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.

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Highlights

Configuration