As an administrative user, I want to open, in a separate window, a series of forms in order to enter and submit details for scheduling an appointment for a customer.
Definition: User that has logged into an administrative console and has permissions to book appointments on behalf of a customer.
The administrator will first need to identify the customer for which the appointment(s) is being booked, by searching for an existing or creating a new customer profile. Then, the user will be able to select a service (with staff and any other required attributes) for the customer to generate an appointment. Optionally, the user will be able to create subsequent appointments by selecting an additional service (staff, room, etc) from this step in the process. There is no enforced limit on the number of total appointments that can be booked in a single session.
The user should not be able to change the parent customer of a group/series of appointments. However, the user should be able to navigate back to the Customer screen. If they attempt to change the Customer selected, they should be alerted that they will lose any appointments they have already started to create.
Require design for an online scheduling form that contains 4-5 screens.
Screen 1: Captures customer information (first, last, phone, email, other profile details)
Screen 2: Selects the attributes of an appointment: Service and/or add-on, duration, location, service provider, room for delivery, date/time of appt. It is possible that the customer is a parent and has a child for which the service is going to be delivered (think pediatrician's office). User will need to select a child associated with parent customer's profile, in this use case.
NOTES: on Screen 2, user should be able to create multiple appts for customer, see and edit each item in the group of appointments and see key customer details (first, last), including a possible photo of customer
Screen 3: Additional appointment details, including special instructions, PO Number, Vehicle details (VIN, Make, Model fields) and checkbox for "send email notifications"
Screen 4: Confirmation of all appt activities created during session, including display of total cost
Screen 5: Payment screen
Action buttons on each screen should allow the user to navigate back and forth within the booking process.
Optional: Present a progress bar that articulates the steps in the process and the place within the process where the user currently is.
- Able to book one appointment
- Able to book multiple appointments for a single customer
- Search for or enter a new customer profile
- Attributes of appointment (screen 2) are logically grouped together to infer a sense of organization on the screen
- Able to understand the booking process
- Able to move forward in the process
- Able to move backward in the process without clearing out previously entered information
- Able to cancel the creation of all or part of the appointments being booked
- Able to see that the appointment is successfully created with the details selected
- Be alerted if the selected date/time is not available for the other attributes of the appointment (on screen error messaging)
Current Booking Form
The attached file shows our current form that is a single step of configuring all aspects of a single appointment. The above requirements will improve and enhance the user experience by creating more of a wizard-like approach to the booking of the appointment and separate out appropriate blocks of form fields into distinct steps of the process. The attached image contains most of the default form fields, but please note that additional form fields may be added to the form by changes in the appointment system's configuration.
As long as the design provides for design options for a variety of form types, the implementation of the final form can be adjusted to account for the various input methods based on the data our system is collecting. Form field types to support are: text fields, drop down field (single or multi-select), check box, radio button, number field, memo box, action buttons, calendar picker.