Streamline appointment booking for patients | Kiosk Studio Session #3
Looking for more ideas? Please check out our other posts!
- Session #1 covers how to view customers from the same industry.
- Session #2 covers how to build a call script kiosk.
- Session #3 looks at streamlining appointments. [You are here]
- Session #4 shows how kiosks can simplify sales for bank employees.
- Session #5 helps you review loan applications quickly.
- Session #6 packs an entire service request workflow into a single kiosk.
- Session #7 helps you create your own convert feature.
- Session #8 shows you how to view a record's subform entries - without opening that record!
Hello everyone!
You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on. But did you know that you can also design and deploy kiosks for your customers?
Make things easy with customer kiosks in the CRM portal
External stakeholders can access parts of your CRM through the CRM portal. These can be customers, vendors, partners, dealers, investors, and so on. Learn more about CRM portals in this help document.
By placing well-designed kiosks in your CRM portal, you can provide an intuitive and smooth experience for your customers. For example, imagine you're a tenant who wants to report a maintenance issue to your property management company. Which experience would you prefer?
- The standard experience: We've all gone through this when submitting a request or a complaint in an unfamiliar portal.
- The kiosk experience: Click a button called "Report issue" and follow the instructions as you're guided smoothly through the process.
People naturally prefer the second option because it's easier to access, understand, and use.
In this Kiosk Studio Session, we'll look at how to create experiences like this for patients who are booking appointments at a hospital. Using the example of the fictional Zylker Hospital, the video below will show you how a patient can book appointments using a kiosk. Then we'll look at how admins can configure such kiosks:
New to Kiosk Studio? Get up to speed on it quickly by checking out the following resources:
- For a basic overview of this feature, please see Kiosk Studio - an overview.
- If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk.
- For instructions on how to create and embed kiosks, please see Working with Kiosk Studio.
- f you run into difficulties, submit a ticket and get help from our support team.
We hope you found this session informative. Do share your feedback and stay tuned for session #4!
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