Customer Intake & CRM
Portal appointment booking
Customers request appointments from the portal.
Overview
Customers pick available times and submit booking requests that land on your schedule for approval. Reduces phone tag for routine scheduling.
What we're building
Routine scheduling shouldn't mean a round of phone tag. When customers can only book by calling during office hours, requests pile up on voicemail and your team burns time chasing visits that could have been self-served.
Portal appointment booking lets customers pick from available times and submit a request right from the customer portal. The request lands on your schedule for approval, so your office keeps control of the calendar while customers handle the back-and-forth themselves.
This is for service businesses that want to cut call volume for routine, predictable appointments without giving up the final say over the day.
What you'll be able to do
- Let customers pick from available time slots
- Submit booking requests from the customer portal
- Send requests to your schedule for approval
- Approve or decline incoming booking requests
- Cut down on phone tag for routine appointments
- Review request details before they reach the calendar
Rollout plan
- 01
Request and approve
CompleteCustomers submit booking requests from the portal and your office approves them onto the schedule.
- 02
Available-time selection
CompleteCustomers pick from open times so requests fit the day instead of arriving as free-form asks.
- 03
Schedule hand-off
CompleteApproved bookings flow onto the live schedule alongside the rest of your work.
Milestones
- Complete:
Portal booking form
Customers submit appointment requests from the portal.
- Complete:
Available-time selection
Requests are limited to open time slots.
- Complete:
Approval queue
Office staff approve or decline incoming requests.
- Complete:
Schedule hand-off
Approved requests land on the schedule.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.