Woocommerce order is placed— > booking is done through: WooCommerce Bookings And Appointments plugin — > it’s automatically pushed to our taskmanager clickup — > client proposes a date & time — > We received date & time of appointment in our google agenda and gets approved by us or we suggest new date & time. — > client gets confirmation email or gets an email with new suggested date & time.
The appointment in our Google agenda should contain the following:
- Order ID - products the client ordered. - notes written by client during checkout (WooCommerce). - address filled in by client is added to address of the booking. - Name, surname, email address, phone written by client during checkout (WooCommerce) needs to be in description of the booking. - all other text fields from checkout.
When an order changes in WooCommerce the booking changes as well(google agenda) and clickup as well. (two way communcation)
Also something important: By using a booking system the client can see when we are available. Which is great but sometimes it isn't. Example:
Client sees im available 11.30h, that morning im booked from 9-11h. So he books the time slot(or not) and tells his clients happily that we are available by the end of the morning. Then later I need to disappoint the client because travel time is too much and he needs to book another day. I I think this booking function will not work for us at all because there will be at some point an exception from the clients.
Conclusion: the booking system needs to be smart and only let go bookings through based on distance and also looking at other addresses that month.
We have two assignments that needs to be booked in. One in Amsterdam en another one on Groningen. Otherwise this happens, example:
