We need a calendar based app built to manage our 35 trainers availability
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Description
Experience Level: Expert
General information for the business: www.knights-agency.com
Description of requirements/functionality: What happens currently – course Bookings
1. A client asks for a training day in a particular area (possibly with preferred dates)
2. We contact our trainers and ask for dates
3. We send those dates to the client
4. The client selects the date(s) they want
5. We confirm the dates are still available with the trainer and lock them in
6. We contact the client and confirm those dates
7. We send out confirmations to the trainer and the client
Pinch points / bottlenecks
- Manual contact via email and phone
- Manually record details from both client and trainer
- Manually confirm session with client and trainer
Streamlined workflow app (our wishlist)
1. Each of our trainers have access via their phone & PC to their own personal ‘Knights’ calendar which they can live update availability
2. A clients contacts us for a session, we look at the trainers calendar (on phone and PC) and immediately give the client available dates which we can either
a. Confirm in the calendar immediately
b. Or, send to them in an email if they can’t confirm immediately
3. If confirmed in the calendar immediately, the system sends the trainer and the client a confirmation email and populates our calendar to show the course has been confirmed
4. If sent in an email, there should be links (or a calendar with available dates) in the email which the client can click, which then sends a confirmation to the client and to us and the trainer. This also then populates the calendar to show the course has been confirmed.
5. At the end of each day an email is sent to us which contains all of the activity of the day and the new confirmed courses for that day for us to review.
We use basecamp so the ideal app would update our basecamp calendar at the end with the confirmed training days
Please show us examples of previous apps you have developed.
Please also let us know how long you estimate this will take.
This app needs to be bullet proof as it will be 'speaking' to our clients as well as look good and work well. Lots of testing needed.
Thanks,
Steve
Extra notes:
Description of requirements/functionality: What happens currently – course Bookings
1. A client asks for a training day in a particular area (possibly with preferred dates)
2. We contact our trainers and ask for dates
3. We send those dates to the client
4. The client selects the date(s) they want
5. We confirm the dates are still available with the trainer and lock them in
6. We contact the client and confirm those dates
7. We send out confirmations to the trainer and the client
Pinch points / bottlenecks
- Manual contact via email and phone
- Manually record details from both client and trainer
- Manually confirm session with client and trainer
Streamlined workflow app (our wishlist)
1. Each of our trainers have access via their phone & PC to their own personal ‘Knights’ calendar which they can live update availability
2. A clients contacts us for a session, we look at the trainers calendar (on phone and PC) and immediately give the client available dates which we can either
a. Confirm in the calendar immediately
b. Or, send to them in an email if they can’t confirm immediately
3. If confirmed in the calendar immediately, the system sends the trainer and the client a confirmation email and populates our calendar to show the course has been confirmed
4. If sent in an email, there should be links (or a calendar with available dates) in the email which the client can click, which then sends a confirmation to the client and to us and the trainer. This also then populates the calendar to show the course has been confirmed.
5. At the end of each day an email is sent to us which contains all of the activity of the day and the new confirmed courses for that day for us to review.
We use basecamp so the ideal app would update our basecamp calendar at the end with the confirmed training days
Please show us examples of previous apps you have developed.
Please also let us know how long you estimate this will take.
This app needs to be bullet proof as it will be 'speaking' to our clients as well as look good and work well. Lots of testing needed.
Thanks,
Steve
Extra notes:
Knights Absorb
98% (70)Projects Completed
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Freelancers worked with
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Last project
3 Oct 2023
United Kingdom
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