jac.cunningham Posted July 19, 2022 Share Posted July 19, 2022 Is there any way for a Customer/Client to create an account BEFORE they schedule an appointment for the first time? It just seems weird that it is at the end of the Customer Journey. We wish to encourage our clients to have an account so they can manage multiple appointments. It means that we have to write a process 'after the fact' and they then have another step to do after clicking their way through the scheduling options, which in itself is tedious. Anyhow just asking if anyone else has this issue in their "Customer Journey flow". Also is there any way to reconfigure the Redeem Coupon Button? It is part of the Scheduling Page items which are defaulted in the view. I know I can change the texts. Thanks Jac melaniejaane and keramch 2 Link to comment
keramch Posted December 5, 2022 Share Posted December 5, 2022 i could not agree more... there is so much friction in this process... we have been encouraging clients to get the app, and be better able to manage their own schedules, but the process to do it is SO convoluted and many of our clients are in crisis, so this added level of stress and anxiety is not helpful. Even if we could just create accounts within admin and send them a link to complete would be a vast improvement. it's totally non-intuitive to create an account AFTER you've already booked and paid for ... and attended... an appointment. Please put this on the wish list! jai.cheswick 1 Link to comment
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