Case study
Manual appointments
Increased task success rate of adding appointments manually after organizing input complexity in an intuitive event modal. This case study is a summary. Reach out for an end-to-end presentation deck.
Client: ‘Epicurious’ (NDA-friendly name) is a SaaS appointment-booking software for professionals.
Contribution: Product design, visual design. I worked as a contractor.
Most professionals on the platform use an online widget for asynchronous booking. A few businesses add appointments on-site because the next session’s date depends on each individual case. The professionals signaled usability issues with the platform’s original 2-step process of adding appointments: it was slow, and obscured the calendar view. They also required additional inputs for new data, which almost doubled the form’s complexity. With these user needs, the major UX challenge was to avoid overwhelming the professional before they could complete the task.
Goal
My orthodontist is part of a clinic with multiple professionals. I interviewed them to understand their mental model of an “appointment”. In parallel, I designed the first event modal, with all inputs required by our users. Testing revealed they felt overwhelmed, but also showed us what they considered an “edge case”. I combined the insights from my clinic with the “mandatory-edge case” axis, and grouped inputs into four categories of data, making the complexity feel intuitive. With the new modal, professionals had an easy time adding their appointments and a reduced error rate.
Process & outcome
How might we design a user-friendly form with these inputs?
Reconstruction of the original design
First iteration of the form
Interview samples
Sketches of the new modal
Empty state and input groups
Mobile version
Client reaction
Sample prototype