Filledweek

Booking for a client

Tessa Alvarez books a first appointment for her son Mateo, 15, with Mara Linde, a child therapist. Then Nikhil Rao, a recruiter at Hourclose, books a panel interview [sales].

Booker's phone

First appointment · 50 minutes

Thu 12 Nov, 4:00 PM Central

Who is this for?

Me Someone else

Mateo Alvarez · 15

I am his parent

This practice needs both parents' consent before the first session.

Other parent's email · Carlos Alvarez

Free to cancel up to 24 hours before; later, a $90 fee. Only you, the parent who books, can cancel.

[x] I accept the cancellation policy

Book

1. Tessa books on the link for someone else, says she is his parent and names the other parent, whose consent is needed.

Booker's phone

Booked

For Mateo · Thu 12 Nov, 4:00 PM Central

Booked by you, Tessa Alvarez.

The intake form opens when you and Carlos have both consented. We have asked Carlos.

Give my consent

2. She is told it is booked in her name and that the intake waits on Carlos; she gives her own consent.

Other parent's phone

From Appointments · A request for your consent

Tessa Alvarez has booked an appointment for Mateo

Thu 12 Nov, 4:00 PM Central

Your consent is needed before the intake.

Review and consent

3. Carlos gets a request that names neither the practice nor the service, and consents from the link on his phone.

Owner's desktop

Mateo Alvarez · First appointment · Thu 12 Nov, 4:00 PM

ClientMateo Alvarez, 15
Booked byTessa Alvarez, parent
May consentTessa Alvarez · given
Carlos Alvarez · waiting
May cancelTessa Alvarez only
IntakeWaiting on Carlos Alvarez's consent
4. Mara sees who booked, who may consent and who may cancel; the intake waits until both parents have consented.

Other parent's phone

Cancel appointment

Only Tessa Alvarez, who booked it, can cancel this appointment.

Review and consent

5. Carlos opens the cancel link; it will not cancel for him, and it points him back to his consent.

Recruiter's desktop

Panel interview · 60 minutes · Ravi Menon, Maya Chen, Luis Ortega [sales]

Candidate: Lena Ortiz · Booked by Nikhil Rao

Times when all three are free · Chicago (Central)

Wed 11 Nov, 2:00 PM Thu 12 Nov, 10:00 AM Fri 13 Nov, 1:00 PM

6. Nikhil sees only the times when every interviewer is free and picks Wed 11 Nov, 2:00 PM.

Recruiter's desktop

Panel interview

Wed 11 Nov, 2:00 PM was just taken for Luis Ortega. Nobody is booked.

Times now free for all three:

Thu 12 Nov, 10:00 AM Fri 13 Nov, 1:00 PM

7. Luis's hour went while Nikhil was choosing; the booking is refused whole and the times that still stand are shown.

Recruiter's desktop

Panel interview · Thu 12 Nov, 10:00 AM

CandidateLena Ortiz
Booked byNikhil Rao
InterviewersRavi Menon · Maya Chen · Luis Ortega
StatusConfirmed for all three, in one booking
VideoGoogle Meet link, sent to all four
8. He picks Thu 12 Nov, 10:00 AM; the three interviewers and the candidate are booked in one act.