CHECK-IN FEATURE
Role: Product Design Lead
The Challenge: Users came across the issue that their clients would show up to their class without booking online. The users did not have the accessibility to add and check-in their clients or take card payment onsite.
Resolution: Create a feature where users can check-in current clients, new clients, and walk-in clients while taking payment onsite.
ABOUT THE COMPANY: GO SESH is a SaaS booking platform designed to empower entrepreneurial trainers to host classes anywhere in the world. The platform provides custom features to grow trainer's and teacher's personal businesses. I learned to wear many hats with this opportunity - starting with Content Creative & Marketing, to personal client relations as an Account Manager, to growing as the Product Designer for the platform.
User Flow
I developed the user flow for the team to review.
Tools: Google drawings
While I was communicating with the users, I started getting feedback asking how they could manually check-in new and returning clients while accepting payment onsite. I conducted a questionnaire to better understand their issues, their "perfect" feature, and the range of information that will be collected and how/where the product will be used.
I developed a user flow for multiple scenarios, cash or card payment, saving the card-on-file, applying promotional codes, and confirming with a sent payment receipt to client's email.
Once the user flow was developed, I presented it to the team for review. We decided to create the product in simplified stages.
Wireframe + Prototype
I created the prototype through Photoshop.
Tools: Photoshop
Once the user flow was confirmed, I began designing the prototype through Photoshop. During the wireframing process, I always considered current user interactions on the platform. Structuring a consistent layout, visible call-to-action buttons, and spacing were very important characteristics to designing this product. The consistent layout allows the user to develop muscle memory which leads to efficiency. Visible call-to-action buttons are determined by color. Spacing between buttons and information fields creates a desktop-friendly and mobile-friendlier design.
The desktop prototype was developed to translate easily from desktop to mobile or tablet.
Interactive Prototype
I brought the desktop prototype to life with InVision.
Tools: InVision, Trello
I built the prototype in InVision for the team to review. I collaborated with the Creative Director and software developer to gain feedback for feature edits.
Once the prototype was developed, we tested on desktop and mobile and added any errors to Trello. Contributing clear and concise problem/solution tasks for the software developer to follow allowed us to launch the product live on the site.
Product Launch
Once the Check-In feature was live on the site, I created a video tutorial for the platform's Tutorial Page.
Tools used: Photoshop, Premiere Pro
It was time to add a new resource on the Tutorial Page. I was responsible for writing the copy, creating the cover photo in Photoshop, and creating the video in Premiere Pro.