Creating and managing bookings via Call Center

Personal Booking Links

Locating bookings and customers

Resolving conflicting shift patterns

Locations overview

Creating pre and post appointment questions

Changing the staff member or resource on an upcoming booking

Adding attendees to existing and upcoming bookings

Rescheduling and canceling bookings

Blocking out time on the calendar

Creating appointment bookings

Calendar overview

Parent and Child level overview

Using Check In for appointments

Editing and removing staff members

Configuring availability by method

Creating staff members

Creating and managing staff availability

Creating availability for multi-location staff

Creating and editing Services

Private services

Multi Service Journeys (Appointments)

JRNI Updated 2 months ago by JRNI

What Are Multi Service Bookings?

Multi-Service Bookings allows customers to book multiple appointments at one location in a single journey without needing to start over for each booking.

This feature streamlines the booking process, saving time and encouraging more appointments to be made in one go. It’s especially useful for bundled or related services, improving customer convenience while driving higher booking volume.

How Can I Enable The Feature?

The feature can be enabled in Studio the journey builder under Customise/Journey Builder/Edit or create draft/General Settings. By default it is disabled.

Please note that we need to capture potentially different additional attendees and booking questions for each service, that’s why we have split this out as a separate step (booking info) tied to each booking flow and have personal details as another step. This also saves the customer from having to fill out their personal details multiple times.

What Does The Booking Flow for Multi Service Journeys Look Like?

Changes to the single service booking flow

As previously mentioned the add attendees option (if enabled), document upload (if enabled) and vooking questions (if there are any set up in Studio) will show on a seperate step (even if the customer only books one appointment). This setp is called "Details" by default. Thus, this step/options can be answered differently for each service.

The your info step contains the personal contact details as previously and only needs to be answered once in the very end to make a booking for one or multiple services.

Please note: The example screenshots contain a customised branding, you can adjust all colours , fonts and logos to your own preferences in the branding theme builder.

Details step :

Your info step:

Adding another appointment in same journey

At first the user will go through the standard booking flow selecting service, location and choose a date (order depending on your own setup in the general settings)

To add multiple services in the same flow, the customer will find an "+ Add appointment" on the button in two places

At the bottom of the summary side panel
On the sticky bottom bar next to the continue button

Please note this button will only show on the Details and your info step and it is only possible for a customer to progress with this (otherwise error message will be shown) once all required infos on the Details step are filled out - so that all necessary infos for one services are securely saved in the "basket" before adding another appointment to it, ensuring a straightforward user flow.

Once the button has been clicked, the user will go through the similar journey once again, adding another service , whilst still seeing the previously booked service in the summary side panel. This can help them to book multiple appointments right after each other on the same day (if your availability allows so).

There is no limit on the number of appointments bookable. Please note that they can only be booked at the same location

Editing/Removing an appointment in the basket

Once an appointment is added to the basket, when reaching the Your Info step, the customer can edit or remove existing services by clicking on the buttons "Edit" or "Remove" shown next to each appointment in the summary side panel.

When edit is clicked, the customer will be taken to the first step of that booking flow, with the previous selections pre-selected. The user can go through the flow again and make any necessary changes , the infos added on the info step will also be rememberred so that the customer does not need to fill them out again (of the service did not change).

Because all services must be booked at one location , we skip the location step in the editing flow.

Whilst editing a service, the section will be highlighted in grey in the side summary panel and shoe "Editing.." to make sure the user does not get lost and knows exactly which service is currently being edited.

One they went through the entire flow and get to the Your Info step again, the changes will be logged in the basket and a new service can be added or the booking for all can be made. Please note the user has to go through the entire flow again once they have clicked on editing, it is not possible to exit the editing flow before logging all changes (even if no changes were made).

Cancel adding a service

If the customer changes their mind about adding another service, they will be able to cancel the flow by clicking on the button shown on the summary side panel and sticky bottom bar. This will take them back to the Your Info step.

Other infos

Virtual appointment journeys support multi services, but the "Join the meeting" button is showing only for single service journeys.