Coaching franchise business is an example of how booking people is an essential and integral part of automating the work order processing.
Private home tutoring franchise business brings tutors/coaches with students. Potential customers search on franchise website for coaches/tutors based on their location and requirements. The website provides contact details of the available franchisees (tutors/coaches). Franchisor also sends the request to appropriate Franchisee and Franchisee (tutors / coaches ) to contact the students.
Most of the scheduling, communication, payment processing are manual. Franchise business wants to automate the booking and work order processing through a self-service booking portal.
|Scheduling||Manual||Availability and scheduling between tutors and students are done manually by emails and phone calls|
|Booking of tutors||Manual||By email and phone calls|
|Cancellations / Changes||Manual||By email and phone calls|
|Reminders||Partially Automatic||Basic email reminder without specific details.|
|Payment||Manual||Manual invoicing and electronic payments.|
|Self Service||Not available||Franchisees nor students could not login and view student reports, invoices and past payments.|
|Reports||Only for Franchisor||No reporting available for franchisees and students. Not possible to export to Csv, Excel or PDF.|
The solution was to automate the booking and work order processing without any additional programming. BookAndPay application was deployed on customers own virtual machines (hosted).
A new “Book/Search” button was added to existing website. No programming was required for integration.
For automation, the workflow was divided into three parts
The booking workflow automates the scheduling, booking, notifications aspects of the franchise business. Once the BookAndPay application was deployed on customer owned virtual servers, the integration was painless with a simple addition of a “Book / Search” button on the franchise business website.
For full details of the booking functions, see Booking Feature
Payment workflow automates the payment process. This includes receiving payments from customer and processing payments to franchisor and franchisee.
Payment workflow also deals with cancellations and associated refunds. Payment workflow makes use of personalized notification feature with ‘single click’ payment feature.
Payment itself is processed by the Payment Gateway such as Stripe. Credit card details are not stored in the BookAndPay application servers.
Details of the payment function can be found in Payment feature
Self-service function automates the user management functions and provides the ability for customer, franchisor and franchisee to manage their accounts.
Self-service also allows the users to make modifications to bookings, view and create reports. For example, the Franchisor can create reports on customers, franchisees and payments.
Customers can login using one time passwords and view their past bookings with tutors and provide feedback online.
Advanced security including OAuth Authentication
Notifications Scheduling and Calendar
Reporting system with exporting capabilities to CSV, Excel and PDF
Payment integration with Stripe Booking APIs
Work Order service User Management
BookAndPay application server is deployed on customers own cloud server hosted on AWS.
The client added “Book Now” / “Search Tutor” button on existing PHP enabled website running on Apache webserver. No other integration required.
Before the system goes live, franchisor and franchisees need to carry out few minimal tasks. The roles and functions of franchisor and franchisee are automating the booking and work order / job order management is described below.
The franchisor carries out the following. The steps are often Deploy, Connect and Configure.
The franchisee carries out the following