part 1: business - web
in addition to the notes and images below, you can see the wireframes that illustrate the proposed design solutions at: http://xexdyg.axshare.com/dashboard.html. you can interact with the wireframes by clicking on the areas highlighted in yellow.
”Appointments” can replace the current “Dashboard”. all the info related to the appointments are now located under one section. information related to revenue can be moved from the current “Dashboard” to “Business Performance” (new section). the section “Appointment Review” is removed from the left menu: this functionality is accessible from the “Clients” section (more on this later).
top bar and menu
the appointments that are still to be confirmed are highlighted in blue. this allows users to easily identify them. the dates on the calendar that have appointments to be confirmed are also highlighted in blue. by clicking on a calendar date, that day’s agenda opens (in the wireframe it’s 8 March). to interact with an appointment already in the agenda, users can click on the entire row. this opens a drop-down with all the appointment details and the possibility to Confirm, Reschedule, or Deny the appointment (if the appointment is still to be confirmed) or Cancel it (if the appointment is already confirmed). the idea is to not overwhelm users with information: only the basic details are shown (time / client name / service). the remaining info are only shown if the user wants to find out more (drop-down).
add appointment - block time
clicking on the buttons “Add Appointment” and “Block Time” opens a widget where it’s possible to complete these actions (similar to current implementation). it’s also possible to complete these actions by clicking on an empty row / time slot in the agenda: in a similar way a widget will open over the calendar.
- the “Add Client” button is introduced just below the search functionality.
- the client’s Profile and Notes are combined into one tab. it’s important to request from clients only the minimum amount of information (for instance, is the date of birth really necessary? work phone and address? remove anything that is not really needed).
- only the basic details are shown in the appointments list (avoid data overwhelm). clicking on one appointment allows to see more details and enter a review.
sign up process
in addition to the notes and images below, you can see the wireframes that illustrate the proposed design solutions at: http://3tz4kn.axshare.com/set_up.html. you can interact with the wireframes by clicking on the areas highlighted in yellow. the idea is to reduce the number of steps, and combine them where possible. it’s also important to give users the option to complete the sign up process at a later stage. the strategy is to reduce fatigue and doubts, and thus increase conversion.
in the current implementation, multiple appointments and service providers are somehow entangled. it’s instead preferable to separate them.