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All workflowsAppointment-based service businesses

Service booking operations

Combine public booking, intake, confirmations, and a private schedule queue without hiding the operational handoff.

Use this workflow
Customer view
Customer view of the service booking operations
Staff view
Staff view of the service booking operations

Primary outcome

A customer selects a service and available time, completes intake, and receives a persisted booking confirmation.

  1. An available slot can be selected
  2. Required intake is validated
  3. The confirmed booking appears in the staff schedule
Included in the brief

Product capabilities

  1. 01Service catalog and availability
  2. 02Accessible booking and intake forms
  3. 03Private schedule and booking states
  4. 04Confirmation and cancellation guidance