Salesforce Scheduler

👉🏼 Try it out here!

What is it?

Salesforce Scheduler helps connect customers to business through appointment scheduling. On the customer side, users can go to a business’ website and book an appointment with an employee. On the business side, branch managers can set up their branches, hours, employees and shifts on Salesforce.

For Customers

For Businesses

Customers can use Scheduler to book appointments with business’ employees.

Businesses that require branches (e.g. banks, doctors, dentists etc.) can set up their branches, hours, employees and shifts.

Personas Targeted

Branch Manager

Customer Service Representative

Employee (Service Resource)

Customer

UX Activities

👉🏼 Lead a design overhaul of the product for desktop, tablet & mobile

👉🏼 Designed the Shift Mgmt. feature for Scheduler

👉🏼 Lead user research activities for Scheduler

👉🏼 Designed the ‘Calendar View’ Feature

👉🏼 Designed & pitched the ‘Scheduling Policies’ Feature