Hello I have a project I am working on. I am seeking to understand all possible setups for a project before I make a suggestion. Please keep in mind simplicity and convenience is important. I am not sure if a Customer Solution is right or using Out of Box Solutions as part of a larger system is right. I really appreciate your help. Thank you in Advance.
Project is for a Regional Provider of LuxuriousSpa Treatments Users involved in the process include the Therapists, the TheSpa Provider and it's Locations, and the Clients.
Current Problems/Proposed Solutions:
-Paper Applications, and Processes by Paper used for Provider and Client Applications. Additionally, enabling customers to fill out an electronic paper intake form in lieu of Paper via Ipad.
-Would like to manage the entire work process from the initial point of contact through to service rendered. (Below is a summary).
-Enable Reception to book with an digital booking system and keep track of customer profiles
-Enable multiple locations to access purchase history and Identify and verify the details of each purchase. Locations need a booking management system to schedule & book appointments, manage customers profiles, as well as manage therapist profiles.
- Website Feature offering Gift Certificates & Packages that may be Pre-Purchased with no limits AS WELL AS Gifted. Gifted means: Allow to gift by email, name, phone # greater than 1 gift certificate or package.
-Merge all existing purchase data with new database.
-TheSpa currently administers paper forms to all it’s first time customers, and would like to go Electronic, using an electronic intake form via an Ipad. Completed Forms will be used to create customer profile. Completed form or check-in (Second Time Customers) will notify therapist customer is in Lobby. Therapist leads customer and performs service, and must fill out a form Electronically on their phones with a few input fields - Name, Service rendered, Time, and any other preferences. Therapist will make the service completed.
- Customers are able to Pre-purchase Online, and Gift part of their Purchase to whomever they want. Gifting can take place electronically (via a text or email or both) or be mailed out (reception will handle this)
- Customers also walk-in and pay for the service after it is rendered.
Not sure if this matters I was thinking abut using Cognito Forms, Acuity & Zapier. Here are the trigger points, per Zapier Integrations though I welcome opinions.
-Triggers should take place when an application is complete, or when a Second time customer Checks in.
-Upon checking in or completing the application, Therapist will receive a notification - their client is present and ready. Therapist will walk out to reception and lead the customer to the service area.
- Upon completion of the service by said Therapist, Therapist will use iPhone to log some data: Service Rendered, Time, and any Preferences for future. This information should be stored. After this the workflow is deemed complete.