Filter by Scheduling Product

Optimizing the Phone Booking Experience [New]

When guests book appointments with you via Phone Booking, the experience is different from when they book online via a booking link or on a website. With phone bookings, the scheduling process is conversational, so you can make it faster and easier for your guests by following a few best practices.


Keep Your Booking Experience Quick and Simple

When setting up your Booking Calendars and Booking Hubs for Phone Booking, you want to get all the necessary information quickly. 

Here are some tips on how to create a better experience for your guest.

  • Personalize your welcome message: The Welcome Message allows you to customize the way Phone Booking greets your guests.
  • Use short, free-text questions: Avoid long questions that can draw out the process.
  • Ask only the essential questions: Limit your questions to only capture essential information. We recommend asking no more than three questions during this process. This keeps the interaction focused and efficient for your guest.
  • Enable Guest SMS notifications: Enable SMS notifications within your Guest Notification Templates to keep the scheduling process phone oriented.
  • If you are using a Booking Hub: 
    • Minimize the number of Booking Calendars in your Booking Hub. This ensures callers aren't overwhelmed by too many options.
    • Give your Booking Calendars short descriptive Meeting Subjects. This allows your guests to easily choose the correct meeting option when they call.
Was this article helpful?
Thank you for your feedback!
back to top