Filledweek

Online appointment scheduling software.

What the product holds

Business                              tenant
├── Member                            employee or independent [team]; roles; own link; time zone; own processor if independent [team]
│   ├── Calendar connection           Google, Microsoft, iCloud; video: Meet, Zoom, Teams
│   └── Availability                  weekly hours, overrides, holidays, time off
├── Location [team]                   address, zone, tax rate
│   └── Room [team]
├── Service                           what is booked, its rules
│   └── Class session [classes]       a dated sitting with capacity and roster
├── Booking page                      the page, embed, one-off links, polls [sales], times in an email
│   └── Routing form [sales]
├── Client                            owned by the business, or by an independent member
│   ├── Booking                       one visit or meeting
│   │   ├── Service line              service, member, room, time
│   │   ├── Person                    group member or guest, each with a service line or invite
│   │   └── Payment                   deposit, balance, fee, tip, tax, refund
│   ├── Series                        standing slot or course enrolment [classes]
│   ├── Package, Membership [classes], Gift card
│   └── Waitlist entry
├── Coupon
└── Connections                       payments, tracking, CRM [sales], accounting [team], text sender, sender domain

Product-wide: Today, Next week, Day calendar [team], Reports, Inbox, Find, History, Sent, Upcoming, Settings, Billing, Setup, Help. The client's side reaches Booking page, his own Bookings, Packages and Memberships, and his Client account; nothing else.

Core journeys

1. First hour: Marcus Bell signs in with Google and has his first outside booking in his calendar.
2. The client books on his phone: Grace Liu, recognised, books the same again, pays a deposit, confirms the reminder by email or text, reschedules and cancels.
3. The house's demo booking: a visitor books a Workfolio demo from an ad and the conversion is recorded.
4. The day: Today, a new booking, an unconfirmed client, an open hour, checkout, Next week and the day by member.
5. The missed hour: James Holloway does not show, the fee is charged and he is sent a rebook link.
6. The next hour: the next visit or series is booked at checkout, or sent after, and a review is asked for.
7. The sick day [team]: a member is marked unavailable and each booking is moved or cancelled.
8. The inbound meeting [sales]: a prospect submits a routing form and the meeting is booked, held and accepted, and Reports counts it for its setter.
9. The class [classes]: a client buys a pack, books, waits, is promoted, the studio cancels, and a membership draws down.
10. Arriving and leaving: Marcus imports from the template, exports the whole business, and an independent member leaves with his clients.
11. Booking for a client: a parent books for her son and the other parent consents; a recruiter books a panel in one act [sales].