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GUIDES / PRACTICAL CHECKLIST

Fewer questions.
A clearer next step.

Design an appointment or reservation form around the customer’s task and the capabilities of your connected provider.

Pip, the Promtys building buddy
STEP 01

Ask for the minimum useful information

Start with the selection that drives availability: service, dates, guests or party size. Ask for contact information when it is needed for the next step.

STEP 02

Make labels do the work

Use visible labels, readable text and clear required-field indicators. Explain unfamiliar choices instead of relying on placeholders.

STEP 03

Show constraints early

Explain duration, location, time zone, capacity and relevant price conditions. Prevent impossible date combinations and explain errors close to the field.

STEP 04

Name the outcome honestly

Use “Request an appointment” for a request and “Book” only when the connected journey supports that result. Keep payment and booking confirmation distinct.

STEP 05

Handle information carefully

Avoid collecting sensitive details in a general form. Explain what happens to the submitted information and link to the relevant privacy notice.

STEP 06

Test more than the happy path

Try keyboard navigation, missing fields, small screens and unavailable options. Check that the confirmation explains the next step and whether any action remains.

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