# Booking Readiness Checklist

Use this checklist to judge whether the business is genuinely easy to book, not just technically capable of collecting a form fill.

## Readiness Scorecard

Score each line `0`, `1`, or `2`.

- `0`: broken or confusing
- `1`: works sometimes but creates friction
- `2`: clear, reliable, and easy for the customer

## Booking-Path Standards

- The next step is obvious on every high-intent page.
- The customer knows whether they should call, book, request an estimate, or send details.
- Booking forms ask only for information needed to move the opportunity forward.
- Mobile visitors can complete the step without pinching, zooming, or multiple redirects.
- The booking action works equally well for office-hours and after-hours visitors.

## Reminder and Reschedule Standards

- The customer gets confirmation immediately after booking.
- The appointment record includes date, time window, and the business name.
- Reminder timing is clear and consistent.
- Rescheduling is possible without starting from zero.
- Cancellations route into a rescue workflow instead of silent loss.

## Handoff and Ownership Checks

- Someone owns the appointment after it is created.
- The calendar event contains enough detail for the next team member to act.
- Front desk, sales, and field teams see the same status.
- The business can tell whether a no-show came from reminder failure, booking friction, or bad-fit demand.

## Friction Signals

Flag these immediately:

- unclear next step on mobile
- too many required fields
- confirmation pages with no next-step guidance
- appointment owners changing informally
- reminders missing for key service lines
- rescheduling requiring a phone chase for basic changes

## 14-Day Test Plan

Days 1-3: mystery-shop the booking path on mobile and desktop.

Days 4-6: reduce fields and simplify the confirmation state.

Days 7-9: tighten reminder timing and rescue logic for cancels/no-shows.

Days 10-12: review ownership and handoff between booking and fulfillment.

Days 13-14: compare booked, shown, rescheduled, and lost opportunities before and after the fixes.

## Review Questions

- Where does the customer hesitate?
- Which service lines create the most booking friction?
- Are cancellations recoverable with the current process?
- What would make booking feel easier within one click or one message?