Manage / Schedule an appointment.
Assessment • Concept Ideation • Brainstorming • Rapid Prototyping • UI Design •
Wireframe • Animation Design • Figma
Project Description
Create a mobile interface that can be easily added to an existing mobile app to get info from the end user of the mobile app and schedule a call with the customer service agent. Create a simple web interface that can be used by the customer service agent to view and manage the appointments.
Purpose
To create a simple system to schedule, manage & monitor customer support appointments.
Features (App User)
Make appointment
A Call to Action (CTA) that will be the entry point for creating an appointment
A notice or message that we can only call US numbers
Required Fields to collect the following information
Full Name
Account
Email
Phone Number
Issue Description
Appointment Date and Time Selection for the customers (with a notice or message that the times are is CST)
Currently appointments are scheduled in 30 minute blocks
Have a method to distinguish between available and unavailable slots
Only available slots can be selected
Email customers with confirmation that we received the request and provide the date, time (including timezone), and phone number we will be calling
The email should include an option to cancel or reschedule the appointment
Option to reschedule the appointment
Example of Email
Hi [First Name]
Thank you for contacting [Brand] customer care. We have received your request for a callback on [Date Selected] at [Time slot Selected] CST. One of our agents will be calling the following number [Phone number]. We ask that all of the devices are plugged in and you are near the devices at the time of the callback.
If you would like to reschedule or cancel your callback request click here
Low-fidelity Wireframes
Prototype Design Mockup
Features (Customer Service Rep)
A Schedule Panel to view and edit the appointments
Option to note down info gathered during the call and mark it as complete
A way to indicate open, complete, rescheduled or missed appointments
Prototype Design Mockup
Mid-fidelity Wireframes
Workflow