This is the next step after the general branch locator page: the visitor is now on a specific, dedicated, office or branch page.
- The use case here is vicinity-driven scheduling: when considering an in-office meeting, whether that be a showroom, a bank office, a public service desk, or other, the visitor will prefer a location that is in the vicinity of his address.
- Hence, on the website, he passes through the branch-locator page to look for a conveniently located office. When visiting the page for the particular office of his choice, there is a <Schedule Appointment> button explicitly shown there.
- The parameter that gets passed along is that of one of the offices in question; the subject remains freely selectable by the visitor, whilst the list of available subjects is filtered to only show those that are available in the specific office.
- Likewise, the meeting type is freely selectable, whilst also showing only those meeting types that are supported in the specific office.
When the visitor clicks the <Schedule Appointment> button, (s)he thus triggers a flow that first lets him/her choose a subject. (S)he then sees the location predefined and fixed to the office (s)he chose in the prior step, and now simply selects the meeting type of his choice.
From here on, the flow is as always: available slots are displayed, slots that match with the subject, the office, and the meeting type, either combined across agents for the whole office, or for a specific agent. After choosing a time slot, the next step is the subject-specific questions, to then move on to entering personal details in the final step.
Summary
The value added here is that the visitor immediately establishes a report with the company, by being able to reach out straight to the office of his/her choice, without having to exchange information for that, without speaking to other people or offices first. The personal ‘click’ happens automatically, and very early in the process.
