Case study
Scheduling configurator
Increased market share with a scheduling configurator that guides users from simple setup to enterprise-level complexity. 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.
Solopreneurs make up 90% of the platforms’ users. To increase market share, the platform needed to provide a solution for complex teams. These bring more revenue through a custom subscription model and repeat business as they scale with the platform. But complex teams come with multiple locations and services, and the desire to configure separate schedules for those as well. The biggest UX challenge was overviewing the intersections of all three types of availability. Team managers also needed an intuitive interface to add multiple weekly schedules, and specific day availabilities.
Goal
I used the JTBD framework to split the information architecture in configuration and visualization, then researched highly rated scheduling platforms. Because we didn’t consider wireframes for this feature, we went through several discarded iterations. After sketching a solution that used progressive disclosure to scale for services and locations, I fed a prompt to Claude, generated a wireframe, and aligned with the product owner. The new configurator drives revenue and increases retention for teams. Solopreneurs can use the configurator without learning complex features.
Process & outcome
Jobs-to-be-done application for configuration
User flow for visualization
Availability for solopreneur
Empty state
Schedule creation
Discarded iteration
Sample of information flow
Putting it all together