Simplify Your Booking Process: Don’t Confuse Potential Clients!

Booking consultations (and appointments with clinicians) is a crucial step for potential clients seeking professional help. However, the process can sometimes be confusing and overwhelming, leading to frustration and deterrence.

In this article, we explore the importance of simplifying the booking process and discuss strategies to enhance the ease of scheduling appointments—particularly in avoiding common pitfalls experienced by platforms like Janeapp.

The Challenge of Choosing

Choosing the right clinician can be overwhelming for potential clients, especially when potential clients are required to choose a clinician before even accessing the booking calendar. This unnecessary step can create confusion and hinder the smooth flow of scheduling appointments.

So, don’t make booking complicated

Offer a general consultation option: allow clients to pick an available slot directly from the calendar without prior clinician selection.

So if you’re using a platform where you have to offer a clinician, what you should do is create a new person called “Intake”. This person is the potential client’s entry point to your practice. The made up person, “Intake,” let’s clients pick a spot so that they can get off and running.

Doing so eliminates the need to make a complex decision early on in the process, which risks scaring them off. So, if someone doesn’t know your clinicians don’t make them choose.

This approach simplifies the decision-making process and allows clients to focus on initiating the consultation. By doing so, potential clients can swiftly secure a spot and proceed with the booking process, and connect with you.

Addressing Some Janeapp Confusion

Booking consultations need to ease the process for potential clients. Complicated processes scare people off—think about the last time you had to register your car! I know I wanted to run out of the DMV…

While Janeapp is a widely used platform, some therapists may implement it in a way that exacerbates confusion for potential clients. Building on what we said above let’s take a look at an example:

An example of a complicated booking process on Janeapp.

Which one am I supposed to choose? When potential clients are asked to Book by Session (and by default it’s tempting to use Janeapp in this way) they’re liable to back out of the process altogether.

Effective booking tools have to focus on user experience and ensure clarity throughout the booking journey. The platform should prioritize simplicity, minimizing unnecessary steps, and clearly communicating the booking process.

Also, if your practice has multiple locations, you don’t want to exacerbate the process by having different booking options for each location. This is why having a generalized intake process is far better.

Take the decision making process out of the client’s hands.

Avoid Registration CAPTCHAs

As a side note… some booking tools come with unnecessary barriers to booking, such as mandatory registration.

Potential clients are more likely to bounce from the booking process if they are required to create an account before scheduling an appointment. I’m sure you can relate. Just how many accounts does one person need to have to navigate the internet? Answer: a lot.

But your booking process doesn’t have to be one of them.

Instead, consider allowing them to book as a guest (if the option is available), with the option to create an account later for future convenience. By removing registration CAPTCHAs, you increase the likelihood of individuals completing the booking process without unnecessary hurdles.

Make The Booking Process As Simple As Possible

Creating an easy and straightforward booking process is crucial for attracting and retaining potential clients. By  streamlining the calendar booking experience, incorporating an intake character, and prioritizing the client’s experience, you can ensure a seamless and hassle-free appointment scheduling process.

Remember, the goal is to make it as effortless as possible for potential clients to access the care they need, promoting positive outcomes for both you and your clients. 

Scroll to Top