Case Studies

Micro Enterprise – Calendar Appointment Payment System

by SMART4A | 11 month 17, 2024

Project name:Micro Enterprise – Calendar Appointment Payment System

Project introduction:Provide customers with self-service reservation services, which can quickly complete reservations, modifications and payments, support multiple payment methods and automatically issue electronic invoices. The system automatically checks the calendar to avoid duplicate appointments and improve accuracy. On the management side, you can view the itinerary through the LINE graphic menu, flexibly set scheduling parameters (such as unavailable days, buffer periods, etc.), and use the QR code scanning function to quickly cancel reservations, simplifying the management process and greatly improving efficiency. Designed specifically for micro-enterprises to solve the pain points of appointment and itinerary management. 🎙️

project Manager:Joyce ( Smart4A Level 5 Expert)

Engineering time:Planning, design, and development are carried out simultaneously, with two weeks for the total project and two weeks for testing and launch.

Cost range:Small projects (less than 30 yuan is small, 30 to 100 million is medium-sized, and more than 100 million is large)

To solve the problem:

Client:
- Self-service reservations reduce customer service burden: Customers can automatically complete or modify reservations without human assistance, significantly reducing customer service manpower burden.
- Avoid errors and repeated appointments: The system will automatically check the calendar of the person selected by the customer (such as a fortune teller, hair stylist, etc.), exclude the time slots that have been reserved, and ensure that each customer's appointment is accurate.
- Improved reservation experience and flexible payment options: Customers can select reservation objects, service content, time and payment methods in one step; and when choosing online payment, they can enjoy a variety of payment methods such as credit card, ATM transfer, 7-11 ibon code payment After payment, an electronic invoice will be automatically issued.
- Query and manage your own reservations at any time: Customers can query and modify their own reservation records by themselves, simplifying the process that originally needs to be done through customer service and improving service convenience.
Management side:
- Simplified calendar management and itinerary arrangements: Through the graphic menu of the LINE official account, administrators can quickly view the calendar, today's or this week's itinerary, to facilitate real-time control of the itinerary and reduce the trouble of manual management.
- Flexible control of appointment settings: Administrators can add or modify appointment events, and manage related parameter settings of monthly and weekly calendars, making calendar settings more flexible and adjustable. The monthly and weekly calendar parameters are diverse, and you can freely set the weeks that cannot be reserved (for example, if Monday is closed, you can set Monday to be unselectable on the calendar menu), the start and end time period of daily reservations, whether there is a lunch break, and whether there is a buffer Time slots, etc., to more accurately filter out available reservation times.
- Quickly cancel reservations: Managers can use the QR code scanning function to cancel customer reservations without cumbersome confirmation procedures, greatly improving the efficiency of appointment management and cancellation.

use tools:

make.com (Automated serial connection service platform)
LINE OA user interface (command operation interface)
Google Sheet (data temporary storage medium)
Google form (membership information registration)
LINE Richmenu (LINE official account multiple graphic and text menu)
LINE FLEX (LINE multi-functional message interactive interface)
Unified cash flow Black Cat Pay (Automatic reconciliation of order payments)
Electronic invoice (An electronic invoice will be issued after the reconciliation is completed)

Scenario usage:

Mainly three scenes
- LINE OA entrance
  Provide users with a main interface and entry points for commands such as adding/modifying/querying reservations.
- Registration form
  After registering/modifying information through Google Form, write the list of members and managers into a specific form.
- Manager instructions
  After switching to the manager form through LINE Richmenu, you can execute various command actions of the manager here, including adding/modifying/querying appointments, and modifying monthly and weekly calendar menu parameters.
- Automatically scheduled notifications
  The system will automatically notify members of the reservation information the day before the reservation. If a member chooses to pay online but has not paid by the payment deadline, the system will automatically cancel the reservation and notify the customer.