Speed Up the Booking Process for Your Clients

Do your clients feel like they’ve reached a caution light with your web scheduler? Get your clients going by speeding up the booking process for them.

You might be saying, online scheduling is already expedient (here's why we believe online booking is superior) compared to back and forth emailing, which is true--but with your TimeTap web scheduler, you can surpass certain panels on your web scheduler to help create a more efficient experience for your clients.

Here’s a brief walk-through with a scenario explaining how you can speed up the booking process for your clients, and in return, hopefully increase business.

Customize the flow of your web scheduler to direct clients more effectively and efficiently

If your clients are complaining that it’s taking too long for them to complete the booking process, then it’s time to create a new scheduling route. Redirect the flow of your web scheduler so that clients reach the panels that are pertinent to their appointment’s confirmation.

For example, let’s say that you have clients who want to schedule doctors appointments for your urgent care practice. They already know the location for the practice, and only want to choose the doctor and the service. They don’t want to waste time choosing the location, but would rather choose the doctor and his/her service, enter in their information, and confirm the appointment.

With your web scheduler, your clients can do just that so that they can promptly schedule an appointment. How can my clients do that? If you have a TimeTap web scheduler, you can choose which panels you wish for your clients to see when they go through the booking process, and also advance them through the process with the following features below. Follow these steps to choose your scheduler flow:

1. Log in to TimeTap’s BackOffice

2. Go to the “Settings” tab > “Scheduler Rules & Logic”

Choose the Scheduler Rules & Logic tab.

3. Click the “Edit” button that is across from the heading “Configuration”

Edit the web scheduler's configurations.

4. Change the Panel Flow drop-down to display “Staff > Service”

Change the web scheduler's panel flow.

5. Place a checkmark in the box beside “Auto Advance” so that clients can bypass panels that only have 1 option (For example, if there is only 1 location for your urgent care practice)

Select the option to automatically bypass scheduling panels.

6. Click the “Save Changes” button

Save changes for your web scheduler's configurations.

This will speed up the scheduling process for your clients so that they can book appointments efficiently no matter whether they have a sick child who needs to see a doctor, an urgent need to have their car serviced, or any other need that they would have to set up an appointment for in a brief manner. You can see your changes reflected on your web scheduler when you walk through the booking process.