Client Link to Appointment Provides Summary & More Information

[WisTex]

Right now, in version v1.4.3, when a customer receives an email confirming their appointment, it contains an "Appointment Link" that lets them cancel or reschedule the meeting.

What if we created a summary page for the appointment and linked to that instead?

The summary page would include:

• Details about the appointment (who, what, when, where, etc.).*
• A button to reschedule.
• A button to cancel.
• A button to delete their data.
• A button to the meeting (Zoom, Big Blue Button, etc.), if it is an online meeting.
• A map (or link to a map) if it is an in-person meeting at a physical address.
• A phone number to call if it is a phone meeting (or tell the client that the provider will call them).

*Note: Only show the provider's details about the meeting. Do not display the client's information, for privacy reasons, in case someone else gets the link. Perhaps have some options in the admin to determine what shows up on this summary page.

Right now, the link assumes the customer wants to change something, but that may not be the case. They may just want the video conferencing URL (which may have been added after they booked).

This would complement Issue #1453 about adding support for online meeting URLs.

[WisTex]

Some other minor features of this page include:

• It respects the "Book Advance Timeout" setting in Business Logic.
• If the meeting is over (too late to attend), give a message saying so, and give them a button to schedule a new meeting.

Note: Button means a link displayed as a Bootstrap button.

[WisTex]

Here is some pseudo code to help you visualize what it could look like.

<h1>Appointment</h1>
    <p>Thank you for booking an appointment with us.</p>

<!-- If there is a description, show it here. -->
<p>This is the description of the Service.</p>

<!-- Basic Information about the Meeting -->

<h2>Details</h2>
        <table id="appointment-details">
            <tr>
                <td class="label" style="padding: 3px;font-weight: bold;">Service</td>
                <td style="padding: 3px;">Business Consulting</td>
            </tr>
            <tr>
                <td class="label" style="padding: 3px;font-weight: bold;">Provider</td>
                <td style="padding: 3px;">Agent Smith</td>
            </tr>
            <tr>
                <td class="label" style="padding: 3px;font-weight: bold;">Start</td>
                <td style="padding: 3px;">05/14/2024 1:00 pm</td>
            </tr>
            <tr>
                <td class="label" style="padding: 3px;font-weight: bold;">End</td>
                <td style="padding: 3px;">05/14/2024 3:00 pm</td>
            </tr>
            <tr>
                <td class="label" style="padding: 3px;font-weight: bold;">Timezone</td>
                <td style="padding: 3px;">Chicago (-6:00)</td>
            </tr>
        </table>


<!-- Location Information about the Meeting -->

<h2>Location</h2>


<!-- if it is an in person meeting display the following -->

    <p><strong>Address: </strong>123 Main Street, Suite 456, Anytown, YX 78901</p>
<a class="btn btn-success" role="button" style="margin-right: 10px;" href="https:/maps.google.com" target="_blank"><i class="fas fa-map-marker-alt"></i>&nbsp;Google Maps&nbsp;<i class="fa fa-external-link"></i></a>
<a class="btn btn-success" role="button" style="margin-right: 10px;" href="https://maps.bing.com/" target="_blank"><i class="fas fa-map-marker-alt"></i>&nbsp;Bing Maps&nbsp;<i class="fa fa-external-link"></i></a>

<!-- If it is an online meeting, but no video conferencing link has been provided yet -->

    <p><strong>Online Meeting:</strong> The link to the meeting will be available on this page before the meeting starts.</p>

<!-- If it is an online meeting, and the link to the meeting has been provided. -->

    <p><strong>Online Meeting:</strong> At the appointed time, use the "Start Meeting" button to connect to your meeting.</p>
<a class="btn btn-success" role="button" style="margin-right: 10px;" href="https://example.com/meeting/1234" target="_blank"><i class="fas fa-play"></i>&nbsp;Start Meeting&nbsp;<i class="fa fa-external-link"></i></a>

<!-- If it is an online meeting, and the link will be provided by email. -->

    <p><strong>Online Meeting:</strong> The link to this meeting will be provided to you via email.</p>

<!-- If the meeting is on the phone and the provider will call the customer -->

    <p><strong>Phone Call:</strong> The provider will call you at the number you provided on 05/14/2024 1:00 pm.</p>

<!-- If the meeting is on the phone and the client will call the provider -->

    <p><strong>Phone Call:</strong> Please call 713-555-1212 at&nbsp;05/14/2024 1:00 pm.</p>
<a class="btn btn-success" role="button" style="margin-right: 10px;" href="tel:17135551212"><i class="fas fa-phone-alt"></i>&nbsp;Call 713-555-1212</a>

<!-- If the meeting will be at the customer's location: -->

    <p>Your provider will arrive at your address on 05/14/2024 1:00 pm.</p>

<!-- If we don't know what type of meeting it is, the default text would be: -->

    <p>The provider will contact you with more information.</p>

<!-- Links to existing pages to make changes -->

    <h2>Make Changes</h2>

    <p>You may edit, reschedule, or cancel your appointment.</p>
<a class="btn btn-primary" role="button" style="margin-right: 10px;" href="./index.php/appointments/index/1234">Edit</a>
<a class="btn btn-primary" role="button" style="margin-right: 10px;" href="./index.php/appointments/index/1234">Reschedule</a>
<a class="btn btn-warning" role="button" style="margin-right: 10px;" href="./index.php/appointments/cancel/1234">Cancel</a>

    <p>You may remove all of your appointments and personal information from the system.</p>
<button id="delete-personal-information" class="btn btn-danger" type="button" style="margin-right: 10px;">Delete</button>

Feel free to make changes or make it look prettier.

P.S. The purpose of the Edit button is so they can change their phone number or address, but it would use the same process for rescheduling.

[alextselegidis]

Hello!

Thanks for posting your suggestion.

I'll keep this ticket open and review this later on, once in search of the next set of features to be included in Easy!Appointments.

Alex Tselegidis, Easy!Appointments Creator Need a customization? Get a free quote!