A good schedule starts on paper. Before you set anything up, answer these questions for each kind of booking you offer. The answers tell you which scheduling model to use and which rules it needs.
The seven questions
| Question | Example answer | What it sets |
|---|---|---|
| What is being booked? | A 60-minute design review | The service and its duration |
| Who delivers it? | Any design specialist | Hosts, teams and routing |
| What else does it need? | A studio with display equipment | Resources reserved with it |
| How many people take part? | 1, or up to 20 | Capacity and waitlists |
| What must the person tell you first? | A project brief | The registration form |
| Is payment needed? | A deposit | When and how much to collect |
| What happens afterwards? | A follow-up task for the specialist | Workflows on each state |
Two worked examples
A service appointment
A customer books a design review: one specialist, 60 minutes, in the room Studio Atlas with display equipment. They must send a project brief, and a deposit is requested.
- Service. Design review, 60 minutes.
- People. Any available design specialist.
- Resources. Studio Atlas and the display equipment, held with the specialist's time.
- Registration. Project brief required.
- Payment. Deposit requested when the booking is made.
- Outcome. Appointment confirmed, with the specialist, the room and the equipment all reserved together.
A group session
A public AI workshop on a Saturday morning in Room 204, with one instructor and 20 seats. The workshop is paid, and when it fills up new people join a waitlist.
| Setting | Value |
|---|---|
| Model | Group session |
| Instructor | Jordan Lee |
| Room | Room 204, in person |
| Capacity | 20 seats |
| Waitlist | On |
| Payment | Paid at registration |
Tip
Start with your most common booking. Once it runs well, add routing, payments or groups for the others. You keep one setup as you grow.
Next
Read Core concepts to see how these answers become requests, rules and outcomes.