Job management for a residential builder
Quoting, scheduling and site records for a 22-person building company.
Read the case studyA three-site clinic moved bookings online, took deposits up front and cut the no-shows that were costing whole sessions.
Before
Each site kept its own diary and its own idea of what availability meant. A patient who rang the wrong site was told to ring the other one, and a cancellation at nine o'clock rarely got filled by ten.
Payment happened at the desk, or later, or not at all. Reminders were sent by hand when someone had time, which meant they were sent least often in the weeks the clinic was busiest.
The clinic needed one view of availability across three sites, and it needed the money question settled at the moment of booking rather than at the desk afterwards.
We scoped it around the practitioners' real working patterns — different session lengths, different rooms, and clinicians who split their week across sites.
Patients pick a service, see the real gaps in a practitioner's week across all three sites, and book. Availability comes from the practitioners' own calendars, so nothing is double-booked.
Payment is taken at booking through Stripe — a deposit or the full fee, depending on the service. Cancelling inside the cut-off keeps the deposit, and the rule is stated plainly before the patient confirms.
Reminders go out automatically at set intervals, and a cancelled slot is offered back to the site immediately so reception can fill it while the day is still useful.
“Taking the deposit at booking changed behaviour overnight. We didn't need to be strict with people — the system just made the expectation obvious.”
No-shows fell roughly by half in the first quarter, mostly because of the deposit and the reminders rather than anything clever.
Reception spends its day on people in the building instead of on the phone, and the clinic can finally see utilisation across all three sites in one place.
[XX]%
Fewer no-shows
[XX]%
Bookings made online
[XX] hrs
Reception time saved weekly
Capabilities used
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