Object map

• Business: the tenant: Free, Pro or closed · Business, Plan, Pro, Pay for Pro, Today, Cancel Pro, Members, Close the business, Today
  • Member: employee, or an independent member whose own business is linked for shared chairs and rooms · Members, Invite a member, Mark unavailable, Today, Today, Dan Okafor · independent
    • Calendar connection: Google, Microsoft, iCloud; video links · Choose your calendars, Today, Calendar connections, Reconnect Google, Disconnect Google
    • Availability: weekly hours the owner confirms, days off, time off · Your hours, Hours, Marked unavailable
  • Service: what is booked, its rules · What do you do?, Services, Leadership coaching session
    • Class session: a dated sitting with capacity and a roster · Classes this week, Vinyasa · Tue 3 Nov, 6:00 PM
  • Booking page: the page, the embed, times pasted in an email · Publish your booking page, Booking page, Bell Leadership Coaching, Times for an email, Choose a time, Book a Workfolio demo, Meet Ravi Menon, Barton Springs Yoga
    • Routing form: questions that send a prospect to the right person's times · Talk to Hourclose, Talk to Hourclose
  • Link: another business sharing chairs and rooms · Members, Link a business, Link with Bell Leadership Coaching, Today, Links, Unlink from Bell Leadership Coaching, Dan Okafor · independent, Day calendar
  • Client: owned by the business; one account per business · Clients, Grace Liu, Invite your clients, Your bookings
    • Booking: one visit or meeting · Bookings, Dev Kapoor · 30-minute consultation, James Holloway · Strategy intensive, Booked, Requested, Mateo Alvarez · First appointment
      • Payment: deposit, balance, fee, tip, refund · Checkout · Grace Liu, Balance, James Holloway · Strategy intensive, Payments
    • Series: a standing slot · Every second Monday · 10:00 AM, Booked
    • Package and membership: classes bought, classes drawn · Five classes, Your membership, Balances, Book with your package, Book with a package
    • Waitlist entry: a place held for the next to claim it · Vinyasa · Tue 3 Nov, 6:00 PM, On the waitlist, Someone else was first, Laura Kim · 30-minute consultation, Someone else was first
  • Connections: payments, tracking, CRM, text sender · Payments, Payments, Reconnect Stripe, Webhook, Dana Whitfield · Hourclose meeting
• Today and Next week: the day's bookings and open hours; the coming week's · Today, Today, Today, Fee owed · Tom Becker, Next week, Today
• Inbox, Reports and Help: what waits on the owner, how the business did, a person at support · Inbox, Inbox, Reports, Meetings by setter, Help, Help

Journeys

1. The first hour · Marcus Bell signs up, publishes, invites his clients and gets his first outside booking
2. A client books · Grace Liu books, pays a deposit, confirms, changes or cancels, and signs in to her bookings
3. The house demo · A visitor from a Google ad books a demo; the booking carries its source and goes to the webhook
4. The day · Marcus Bell works through Today, offers an open hour, takes checkout and looks ahead
5. The missed hour · A client does not come; the fee is charged, he rebooks, and a cancelled hour reaches the waitlist
6. The next hour · The next visit is booked at checkout or reaches the client by link, and a review follows
7. The sick day · A member marks herself off and the owner reassigns or cancels her day
8. The class · A client buys a pack, books, waits for a place and cancels; the studio cancels a class
9. The inbound meeting · A prospect fills a routing form and is booked with the account owner, who accepts the meeting
10. Arriving and leaving · Marcus Bell imports from Calendly, exports, unlinks a member and closes
11. Booking for a client · A parent books for her son with the other parent's consent; a recruiter books a panel

Screens

1. Sign in · Owner · desktop and phone
2. Choose your calendars · Owner · desktop and phone
3. What do you do? · Owner · desktop and phone
4. Publish your booking page · Owner · desktop and phone
5. Today · Owner · desktop and phone
6. Your hours · Owner · desktop and phone
7. Today · Owner · desktop and phone
8. Invite your clients · Owner · desktop and phone
9. Invitations sent · Owner · desktop and phone
10. Times for an email · Owner · desktop
11. Email with three times · Client · phone
12. Your details · Client · phone
13. That time has gone · Client · phone
14. Booked · Client · phone
15. Today · Owner · desktop and phone
16. Bell Leadership Coaching · Client · phone
17. Choose a time · Client · phone
18. Choose a time · Client · phone
19. Your details · Client · phone
20. Confirm and pay · Client · phone
21. Payment not taken · Client · phone
22. Booked · Client · phone
23. Confirmation email · Client · phone
24. Reminder email · Client · phone
25. Reminder text · Client · phone
26. Confirm you are coming · Client · phone
27. You are confirmed · Client · phone
28. Reschedule · Client · phone
29. Moved · Client · phone
30. Cancel booking · Client · phone
31. Cancelled · Client · phone
32. Cancel booking · Client · phone
33. Cancelled · Client · phone
34. Your bookings · Client · phone
35. Your bookings · Client · phone
36. Book a Workfolio demo · Visitor · phone
37. Your details · Visitor · phone
38. Booked · Visitor · phone
39. Jordan Pike · Workfolio demo · Taker · desktop
40. Webhook · Owner · desktop
41. Jordan Pike · Workfolio demo · Taker · desktop
42. Jordan Pike · Workfolio demo · Taker · desktop
43. Jordan Pike · Workfolio demo · Taker · desktop
44. Today · Owner · desktop
45. Today · Owner · phone
46. Dev Kapoor · 30-minute consultation · Owner · phone
47. James Holloway · Strategy intensive · Owner · desktop
48. Message James Holloway · Owner · desktop
49. James Holloway · Strategy intensive · Owner · desktop
50. Offer Tue 4:00 PM · Owner · desktop
51. Today · Owner · desktop
52. Checkout · Grace Liu · Owner · desktop
53. Balance · Client · phone
54. Paid · Client · phone
55. Checkout · Grace Liu · Owner · desktop
56. Next week · Owner · desktop
57. Offer Wed 10:00 AM · Owner · desktop
58. Next week · Owner · desktop
59. Day calendar · Front desk · desktop
60. Bookings · Owner · desktop
61. New booking · Owner · desktop
62. Booked · Owner · desktop
63. Clients · Owner · desktop
64. Grace Liu · Owner · desktop
65. Services · Owner · desktop
66. Leadership coaching session · Owner · desktop
67. Reports · Owner · desktop
68. Help · Owner · desktop
69. Business · Owner · desktop
70. Hours · Owner · desktop
71. Booking page · Owner · desktop
72. Payments · Owner · desktop
73. Messages · Owner · desktop
74. Members · Owner · desktop
75. Plan · Owner · desktop
76. Today · Owner · desktop
77. No-show · James Holloway · Owner · desktop
78. James Holloway · Strategy intensive · Owner · desktop
79. James Holloway · Strategy intensive · Owner · desktop
80. We missed you today · Client · phone
81. Strategy intensive · Client · phone
82. Confirm · Client · phone
83. Booked · Client · phone
84. Laura Kim · 30-minute consultation · Owner · desktop
85. An hour opened · Client · phone
86. Booked · Client · phone
87. Checkout · Elena Ruiz · Owner · desktop
88. Every second Monday · 10:00 AM · Owner · desktop
89. Booked · Owner · desktop
90. Booked · Owner · desktop
91. Checked out · Owner · desktop
92. Booked · Client · phone
93. Time for your next session · Client · phone
94. Leadership coaching session · Client · phone
95. Booked · Client · phone
96. How was your session? · Client · phone
97. Mark unavailable · Member · phone
98. Marked unavailable · Member · phone
99. Inbox · Owner · desktop
100. Priya Nair · Tue 3 Nov · Owner · desktop
101. Confirm · Owner · desktop
102. History · Tue 3 Nov · Owner · desktop
103. Your session has a new coach · Client · phone
104. Your session is cancelled · Client · phone
105. Barton Springs Yoga · Client · phone
106. Five classes · Client · phone
107. Pack bought · Client · phone
108. Classes this week · Client · phone
109. Vinyasa · Thu 5 Nov, 6:00 PM · Client · phone
110. Booked · Client · phone
111. Vinyasa · Tue 3 Nov, 6:00 PM · Client · phone
112. On the waitlist · Client · phone
113. A place opened · Client · phone
114. A place opened · Client · phone
115. Booked · Client · phone
116. Cancel · Thu 5 Nov, 6:00 PM · Client · phone
117. Cancelled · Client · phone
118. Cancel · Tue 3 Nov, 6:00 PM · Client · phone
119. Cancelled · Client · phone
120. Vinyasa · Tue 3 Nov, 6:00 PM · Owner · desktop
121. Cancel Vinyasa · Tue 3 Nov, 6:00 PM · Owner · desktop
122. Class cancelled · Owner · desktop
123. Class cancelled · Client · phone
124. Your membership · Client · phone
125. Booked · Client · phone
126. Talk to Hourclose · Prospect · phone
127. Talk to Hourclose · Prospect · phone
128. Thanks · Prospect · phone
129. Meet Ravi Menon · Prospect · phone
130. Booked · Prospect · phone
131. Dana Whitfield · Hourclose meeting · Taker · desktop
132. Dana Whitfield · Hourclose meeting · Taker · desktop
133. Dana Whitfield · Hourclose meeting · Taker · desktop
134. Dana Whitfield · Hourclose meeting · Taker · desktop
135. Meetings by setter · Owner · desktop
136. Import · Owner · desktop
137. Import · Calendly · Owner · desktop
138. Imported from Calendly · Owner · desktop
139. Fix the row · Owner · desktop
140. Balances · Owner · desktop
141. Help · Owner · desktop
142. Help · Owner · desktop
143. Export · Owner · desktop
144. Export ready · Owner · desktop
145. Dan Okafor · independent · Owner · desktop
146. Members · Owner · desktop
147. Close the business · Owner · desktop
148. Today · Owner · desktop
149. First appointment · Booker · phone
150. Booked · Booker · phone
151. Your consent · Booker · phone
152. Consent given · Booker · phone
153. A request for your consent · Other parent · phone
154. Review and consent · Other parent · phone
155. Consent given · Other parent · phone
156. Cancel appointment · Other parent · phone
157. Cancel · Thu 12 Nov, 4:00 PM · Booker · phone
158. Cancelled · Booker · phone
159. Mateo Alvarez · First appointment · Owner · desktop
160. Mateo Alvarez · First appointment · Owner · desktop
161. Panel interview · Booker · desktop
162. Panel interview · Booker · desktop
163. Panel interview · Thu 12 Nov, 10:00 AM · Booker · desktop
164. No-show · James Holloway · Owner · desktop
165. James Holloway · Strategy intensive · Owner · desktop
166. Undo the no-show · Owner · desktop
167. James Holloway · Strategy intensive · Owner · desktop
168. Fee owed · Tom Becker · Owner · desktop
169. Fee charged · Owner · desktop
170. Fee waived · Owner · desktop
171. Today · Owner · desktop
172. Today · Front desk · desktop
173. Fee owed · Tom Becker · Front desk · desktop
174. Today · Owner · desktop
175. Today · Member · phone
176. Calendar connections · Member · desktop
177. Reconnect Google · Member · phone
178. Reconnected · Member · phone
179. Disconnect Google · Member · desktop
180. Disconnected · Member · phone
181. New booking · Front desk · desktop
182. Your video link · Client · phone
183. Today · Owner · desktop
184. Stripe needs you · Owner · desktop
185. Payments · Owner · desktop
186. Reconnect Stripe · Owner · desktop
187. Booked · Client · phone
188. Someone else was first · Client · phone
189. Someone else was first · Client · phone
190. Invite a member · Owner · desktop
191. Pro · Owner · desktop
192. Pay for Pro · Owner · desktop
193. Today · Owner · desktop
194. Today · Owner · desktop
195. Link a business · Owner · desktop
196. Link with Bell Leadership Coaching · Owner · desktop
197. Today · Owner · desktop
198. Links · Owner · desktop
199. Unlink from Bell Leadership Coaching · Owner · desktop
200. Today · Owner · desktop
201. Cancel Pro · Owner · desktop
202. Members · Owner · desktop
203. Today · Member · phone
204. Priya Nair · Client · phone
205. Book with a package · Owner · desktop
206. Booked · Owner · desktop
207. Book with your package · Client · phone
208. Booked · Client · phone
209. Requested · Client · phone
210. Cancel · Wed 18 Nov, 10:00 AM · Client · phone
211. Cancelled · Client · phone
212. First appointment · Booker · phone
213. Texts stopped · Client · phone
214. Inbox · Owner · desktop