Online booking · platform module

Online booking engine for service businesses.

Let customers choose the right service, person and time on any device—then keep the booking, customer context, reminders and follow-up connected.

Live availabilityCustomer contextAutomated reminders
HexaTech · Booking● LIVE WORKSPACE
1 Service2 Time3 Details4 Confirm
ILLUSTRATIVE INTERFACE● HUMAN CONTROLLED

See the CRM in action

Watch the CRM leads workspace in this 68-second product walkthrough.

CRM leads walkthrough
What it is

A booking journey—not an isolated calendar form.

HexaTech carries the customer’s choice, availability, contact details and booking intent into one visible record. The result is a clearer customer journey and less manual reconciliation behind the scenes.

  • ✓Service and resource rules
  • ✓Mobile-first booking flow
  • ✓Calendar and CRM context
  • ✓Reminder and recovery workflow
Operating outcomes

Make every booking step easier to complete.

Help customers choose confidently while availability, resources, reminders and customer context remain connected.

CHOOSE
01 · LIVE3 steps to request
JUL1819207 slots open

Make the right option easy to understand

Present services, durations, people, rooms and useful inclusions in a clear decision flow.

CONFIRM
02 · LIVE1 live diary
DIRECT BOOKINGService consultationThu · 17:30Confirmed

Protect usable availability

Apply working hours, buffers, capacity and resource rules before a slot is shown.

CONTINUE
03 · LIVE92% confirmed
✓ Confirmation✓ 24h reminder→ Follow-up

Keep the journey connected

Attach reminders, changes, attendance and rebooking to the same customer context.

Customer choosing an appointment on a phone while a service team member confirms availability on a tablet
● HUMAN OWNEDBooking confidence for customers; one operational view for the team.
In the real operation

Booking confidence for customers; operational clarity for the team.

HexaTech carries the customer’s choice, availability, contact details and booking intent into one visible record. The result is a clearer customer journey and less manual reconciliation behind the scenes.

01Service and resource rules
02Mobile-first booking flow
03Calendar and CRM context
Capability map

A complete direct-booking journey.

Bring services, live availability, customer context, reminders, recovery and performance into one usable flow.

01
SOURCEVERIFIED
JUL1819207 slots open
servicesrules
Service selected01

Service catalogue

Define duration, price, team skills, locations, rooms and booking rules per service.

02
WORKFLOWREADY
DIRECT BOOKINGService consultationThu · 17:30Confirmed
timecapacity
Slot reserved02

Live availability

Combine working hours, buffers, resources and existing bookings before showing a slot.

03
CUSTOMERMATCHED
✓ Confirmation✓ 24h reminder→ Follow-up
CRMsource
Details carried03

Customer context

Create or match the customer record while preserving source, preference and consent.

04
NEXT ACTIONOWNED
JUL1819207 slots open
SMSemail
Extra relevant04

Reminder journeys

Prepare confirmation, reminder and change messages around the actual appointment.

05
SIGNALMEASURED
DIRECT BOOKINGService consultationThu · 17:30Confirmed
waitlistrebook
Mobile ready05

Cancellation recovery

Release cancelled time, notify a waitlist and keep the relationship visible.

06
CONTROLACTIVE
✓ Confirmation✓ 24h reminder→ Follow-up
funnelvalue
Recovery owned06

Booking performance

Review requested, confirmed, attended, cancelled and rebooked demand by source.

A service team preparing a treatment room, equipment and practitioner capacity before a customer appointment
Visual operating principle

Availability is a combination—not simply an empty diary slot.

A dependable booking joins the right service, person, room, equipment and preparation time before it promises the appointment.

Operating sequence

From service choice to confirmed follow-up.

Choose a step to see the customer experience, the validation behind it and the operational result.

SELECTED STEP · 01

CUSTOMER SEESService, duration, location and useful options in plain language.

PLATFORM VALIDATESService rules and location compatibility.

OPERATIONAL RESULTA suitable booking journey—not a generic calendar.

Scope clarity

From customer choice to a slot operations can trust.

A dependable booking has three parts: a clear customer choice, a validated availability check and a confirmed record that operations can trust.

CUSTOMER CHOICE
CLEAR BEFORE COMMITMENTEASY TO CHOOSE
01Service→ 02Options→ 03Time
Only thenDetails and confirmation

The customer chooses what they need

The booking journey makes the decision understandable before asking for personal details or commitment.

AVAILABILITY CHECK
CHECKED TOGETHERLIVE
✓Staff skill ✓Room ✓Equipment ✓Buffers
All available together17:30 can be promised

The engine checks the whole appointment

A slot appears only after the service rules and every required resource are available together.

AFTER CONFIRMATION
ONE CONFIRMED RECORDSYNCED
THU17:30 confirmed
CRMContext saved CALENDARCapacity updated JOURNEYReminder queued
Operations can actOne source of truth

Confirmation continues into operations

Once booked, the appointment should update the records and actions needed to deliver, remind and follow up.

FAQ

Questions, answered.

Practical answers for teams evaluating online booking.

Can customers book online at any time?+

Yes. Customers can use the configured booking journey outside office hours while availability and business rules remain enforced.

Can the system manage more than one staff diary?+

Yes. Availability can account for staff, rooms, locations, equipment, buffers and service-specific skills.

Does the booking create a CRM record?+

It can create or match a customer profile so source, booking history, preferences and follow-up stay connected.

Can cancelled appointments be re-filled?+

Cancellation workflows can release the time and prepare waitlist or rebooking actions where configured.

One connected platform

Start with the workflow creating the most friction.

See how online booking can connect to the wider customer journey without forcing a full-system replacement.