[Example of use] Lawyers, judicial scriveners, tax accountants, etc.: Use Sakurabook as a professional consultation reservation system

[Example of use] Lawyers, judicial scriveners, tax accountants, etc.: Use Sakurabook as a professional consultation reservation system

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In this article, we will introduce case examples where Sakurabook is used as a consultation reservation system for professionals such as lawyers, judicial scriveners, and tax accountants.

Sakurabook is a reservation system suitable for booking one-on-one services with customers.

Since it works as an extension (app) of the e-commerce cart system "Shopify", it is necessary to install both Shopify and Sakurabook, but since you can use Shopify's rich design themes and various functions, it is flexible and expandable. It is characterized by being rich.

For lawyers, judicial scriveners, tax accountants, etc., Shopify's EC cart function (online mail order function) may not be very important, but Sakurabook's features make it a good match, so we would like to introduce it to you. Let's eat.

While promoting online consultations, it is also necessary to support face-to-face consultations.

After the coronavirus pandemic, various services have moved online, and "consultation" for professionals is probably one of them. For example, I have heard that it is now not uncommon for offices to allow Zoom meetings for consultations prior to formal requests.

However, on the other hand, considering that the work of lawyers, judicial scriveners, tax accountants, etc. sometimes comes into contact with customers' secrets, there may be circumstances in which it is not possible to do ``completely online only'' work.

If you think, ``I would like to accept reservations for both in-person consultations at the office and consultations via Zoom meetings,'' finding a reservation system that accommodates that will be more difficult than expected. However, our Sakurabook can meet these circumstances.

A reservation system that supports both in-person consultations and Zoom meeting consultations.

Sakurabook is a reservation system that allows you to use the same website for both in-person consultations and Zoom meeting consultations.

For example,

・You can reserve an in-person consultation at our office by applying for a reservation from the "Legal Consultation (Visit)" page.

・If you apply for a reservation from the "Legal Consultation (Zoom)" page, a Zoom meeting URL will be automatically issued and you can reserve an online consultation.

You can create a website with a reservation reception system.

Sakurabook's reservation calendar system prevents double bookings

When providing services both face-to-face and online, you should be especially careful about double booking. For example, if you make an appointment for a face-to-face consultation at our office on a date and time when you have already made an appointment for an online consultation, you will have to decline one of them.

Sakurabook also has a mechanism to prevent such troubles from occurring.

Unlike general reservation systems, Sakurabook allows you to manage both "reservation availability information for each service" and "reservation availability information for each staff member."

For example, let's imagine a law firm where lawyer ``Yamada'' works alone. I have an online consultation appointment scheduled for May 5th from 13pm. There is space available for face-to-face consultations, but Dr. Yamada himself handles online consultations, so if you make a reservation for a face-to-face consultation on the same date and time, you will end up double-booked.

In such a case, if you set Sakurabook's system in advance, when ``Dr. Yamada makes an appointment for an online consultation from 5:13 on May 14th,'' it will automatically assume that the face-to-face consultation is available. However, the availability calendar will be grayed out so that reservations cannot be made for that date and time.

This is because the system calculates not only the reservation status for each service, but also the reservation availability of the staff in charge (in this case Mr. Yamada), and automatically changes the reservation availability and reflects it in the availability calendar.

Sakurabook's system that manages available slots by "staff in charge" and "reservation service"

Let me explain in more detail how Sakurabook works.

When we think of a general reservation system (reservation site), many people imagine a system that displays a reservation calendar that shows the ``vacancy status of a restaurant,'' and if it is available, you can make a reservation. Is it not?

However, Sakurabook has a more flexible system.

Sakurabook has separate reservation calendars for each service that accepts reservations and for each staff member providing that service. Then, ``who is in charge of which service'' is registered in the Sakurabook system.

Since it is equipped with such an advanced reservation management system, it automatically calculates the availability of the person in charge, the availability of the reservation service, business hours, etc., and only makes reservations for "dates and times when the service can actually be provided." Availability will be automatically reflected in your reservation calendar so that you can request a reservation.

Business hours, break times, and preparation times can also be set in detail.

Sakurabook's system allows you to set various conditions other than reservation availability. For example, you can set detailed business hours when you can receive consultations.

In the case of lawyers, judicial scriveners, tax accountants, and other professionals, not all offices will accept consultations regarding new requests at any time during office hours. In such cases, with Sakurabook, for example, ``In-person consultations are only accepted on Thursdays and Saturdays from 13:16 to 15:20,'' ``Zoom meeting consultations are accepted from XNUMX:XNUMX to XNUMX:XNUMX, Mondays to Fridays.'' It is also possible to set

In addition, there may be cases where you will need to make various preparations before and after your consultation.

For example, when you come to our office for a consultation, after one consultation, you need to make preparations such as cleaning up documents and preparing tea before welcoming the next consultation person. I think it will be. With Sakurabook, you can freely set the preparation time and clean-up time.

For example, let's say that you set the preparatory time for the "Legal Consultation (visit)" service to 10 minutes on the management screen. Then, if a reservation is made from 5:13 on May 14th, Sakurabook's reservation calendar will treat the period from 10:5 on May 13th as ``no slot available'', including 13 minutes of advance preparation time. , prevents new reservations from being made at the same time.

In this way, business hours, break times, preparation time, etc. can be set in detail for each service.

Summary: Please consider Sakurabook as a consultation reservation system for professionals such as lawyers, judicial scriveners, tax accountants, etc.

What do you think. Although we were not able to introduce them in this article, Sakurabook still has a wide variety of functions.

For example, in a law firm, there may be cases where multiple teachers, such as two or three, work together to run the firm. This is a case of a law firm with a joint name, such as ``Tanaka Suzuki Law Office.'' Sakurabook can handle these cases as well.

As I explained at the beginning, Sakurabook is an extension (app) of the e-commerce cart system "Shopify", so there is an impression that it is for reservations for store visits by businesses that sell goods, but in reality, it is It can be used in a wider variety of industries.

We would appreciate it if you would consider Sakurabook as a consultation reservation system for professionals.

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