Booking Journey Guide

    Learn how to plan the booking journey in GEVADE CRM, from booking links and calendar availability to confirmations, reminders, reschedules, cancellations, and follow-up.

    Who this guide is for

    • Appointment-based businesses
    • Service businesses
    • Admin users
    • Booking coordinators
    • Support and operations users
    • Teams managing booking links or calendar availability

    Customer Journey Stages

    1. Define appointment types

    Decide which booking types are offered, such as discovery calls, consultations, service bookings, job assessments, onboarding calls, or follow-up appointments.

    2. Review calendar availability

    Availability should reflect real working hours, staff assignment, booking buffers, time zones, and booking duration.

    3. Prepare the booking page or link

    The booking page should explain what the appointment is for, what information the customer should provide, and what happens after booking.

    4. Collect the right booking information

    Booking forms should collect useful details without creating unnecessary friction. Required fields should be reviewed before publishing.

    5. Confirm appointment creation

    After a booking is made, confirm the appointment appears correctly and is linked to the right contact, user, calendar, or team where relevant.

    6. Review confirmations and reminders

    Appointment confirmations and reminders should be tested before use. Message delivery can depend on channel setup, recipient details, account configuration, and enabled services.

    7. Review reschedule and cancellation handling

    Make sure users know what happens when a customer reschedules, cancels, misses, or changes an appointment.

    8. Connect follow-up where needed

    Follow-up may include internal notifications, reminders, quote follow-up, review requests, or next-step workflows depending on account setup.

    9. Monitor booking issues

    Review missed appointments, incorrect availability, customer confusion, duplicate bookings, reschedules, cancellations, and support requests.

    When to Request Support

    Submit a support request if:

    • Booking links are not behaving as expected.
    • Calendar availability looks incorrect.
    • Reminders are not sending as expected.
    • Appointments are missing.
    • Reschedule/cancellation behaviour needs review.