The Customer experience of categorized items in Master pages

Categories can be used to organize Event types and Booking pages into intuitive and functional groups. If Event type and/or Booking page categories are visible to Customers, they will show up on your Master page as a separate step. Categories in Master pages help Customers better understand the options available to them, ensuring the correct selection is made.

The scheduling flow of Master pages with categorized Booking pages

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  1. The first step in the scheduling flow is the category selection step. Here, Customers are presented with a list of Booking page categories. By default, the selection instructions will be "Select a category." You can edit the instructions based on what your categories represent. In the example shown below, categories are used to model different product types offered by the Financial services company. The selection instructions are "Select your product interest."
  2. Once the category is selected, all Booking pages within the selected category are listed. Note, Booking pages that are not within a category will also be displayed in this step, regardless of which category the Customer selected. In this example, the Customer sees Booking pages for Team members that specialize in the chosen product category.

  3. Once the Event type has been selected, Customers pick a date and time for the meeting, fill out the booking form, and they’re done!

  4. The category will always appear in the User notifications. The category will appear in the Customer notifications if they went through a category selection step during their booking process.

The scheduling flow of Master pages with categorized Event types

Click this link for an interactive demo

  1. The first step in the scheduling flow is the category selection step. Here, Customers are presented with a list of Event type categories. By default, the selection instructions will be "Select a category." You can edit the instructions based on what your categories represent. In the example shown below, categories are used for different languages that are taught at the school. The selection instructions are "Select a language."

  2. Once the category is selected, all Event types within the selected category are listed. Note, Event types that are not within a category will also be displayed in this step, regardless of which category the Customer selected. In this example, the Customer sees all courses offered in the selected language.

  3. Once the Event type has been selected, Customers will continue the scheduling process. In this example, the Customer picks a tutor, selects a time, and they’re done.

  4. The Category will always appear in the User notifications. The category will appear in the Customer notifications if they went through a Category selection step during their booking process.

The scheduling flow of Master pages with categorized Booking pages and Event types

Master pages that have categorized Event types and Booking pages will have two separate category selection steps - one for Booking page categories and one for Event type categories. The order in which the category selection steps is displayed depends on the Master page scenario.

Let's take a look at an example where the chosen scenario is Event types first:

  1. The first step in the scheduling flow is Event type categories.

  2. Once the Customer selects a category, they will be presented with the Event types in that category. Note, Event types that are not within a category will also be displayed in this step, regardless of which category the Customer selected.

  3. After selecting an Event type, the Customer is presented with the Booking page categories.

  4. After the Customer selects a Booking page category, they see a list of the relevant Booking pages. Note, Booking pages that are not within a category will also be displayed in this step, regardless of which category the Customer selected.

  5. After the Customer selects a Booking page, they simply choose a time and they’re all done!

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