Systems and methods for on-line scheduling of appointments and other resources

• US 8,244,566 B1
• Filed: 03/16/2012
• Issued: 08/14/2012
• Est. Priority Date: 04/28/2009
• Status: Active Grant

• Current Assignee: Schedulicity, Inc.
• Original Assignee: Schedulicity, Inc.
• Inventors: Nessland, Kevin S., Coley, Chad T., Leonhardt, Tim F., Barry, Colin J., Wilson, Michael F., Nettuno, Anthony N.
• Primary Examiner(s): Fleischer, Mark A
• Application Number:
  US13/421,943
• Time in Patent Office: 151 Days
• Field of Search: 705/7.11, 705/7.12, 705/7.13, 705/7.16, 705/7.18
• US Class Current: 705/7.11
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

Computer-based system and computer-implemented methods for providing an automated computer network-based, or online, appointment scheduling service through which registered customers are individually capable of scheduling an appointment with a plurality of businesses that are also registered with the online appointment scheduling service. The application describes an optimization algorithm for controlling the start times presented to a customer when selecting an appointment time that seeks to cluster the new appointment to existing appointments for the business in order to reduce time gaps during the day for the business/service provider that are of insufficient duration to schedule other appointments for other customers of the business.

Claims

1. A system comprising:

a computer-based data center for providing an automated computer network-based appointment scheduling service through which a plurality of customers registered with the service are individually capable of scheduling an appointment with one or more of a plurality of businesses registered with the scheduling service, wherein the data center comprises;

one or more computer databases that store data, wherein the stored data comprise data regarding the plurality of customers and the plurality of businesses; and

at least one electronic computer device in communication with the one or more computer databases, wherein the at least one electronic computer device is programmed to determine one or more acceptable start times for a to-be-scheduled appointment on an appointment date for a service provided by a first business of the plurality of businesses in response to receiving by the data center via an electronic data network an electronic communication from a first service-registered customer to schedule the service with the first business on the appointment date, wherein the at least one electronic computer device is programmed to determine one or more acceptable start times for the to-be-scheduled appointment (i) based on at least the duration of the service for the to-be-scheduled appointment and one or more existing appointments for the first business on the appointment date, such that the to-be-scheduled appointment does not conflict with the one or more existing appointments of the first business, and (ii) by applying one or more rules to determine the one or more acceptable start times, wherein the one or more rules comprise;

a first rule that selects a first start time for the to-be-scheduled appointment that is prior to a first existing appointment for the first business on the appointment date by the duration of the to-be-scheduled appointment;

a second rule that selects a second start time for the to-be-scheduled appointment that is immediately after the first existing appointment for the first business on the appointment date; and

a third rule that eliminates other start times during the appointment date that would not be available given the first start time and the second start time and the duration of the to-be-scheduled appointment,

wherein the at least one electronic computer device comprises at least one processor circuit and at least one memory circuit in communication with the at least one processor circuit, and

wherein data regarding the duration of the service and the existing appointments for the first business on the appointment date are stored in the one or more computer databases.

2. The system of claim 1, wherein the one or more rules further comprise:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is prior to a second existing appointment for the first business on the appointment date by the duration of the to-be-scheduled appointment;

a fifth rule that selects a fourth start time for the to-be-scheduled appointment that is immediately after the second existing appointment for the first business on the appointment date; and

a sixth rule that eliminates other start times during the appointment date that would not be available given the third start time and the fourth start time and the duration of the to-be-scheduled appointment.

3. The system of claim 1, wherein the one or more rules further comprise:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is prior to a first blackout period for the first business on the appointment date by the duration of the to-be-scheduled appointment; and

a fifth rule that selects a fourth start time for the to-be-scheduled appointment that is immediately after the first blackout period for the first business on the appointment date; and

a sixth rule that eliminates other start times during the appointment date that would not be available given the third start time and the fourth start time and the duration of the to-be-scheduled appointment, wherein data regarding blackout periods for the first business on the appointment date are stored in the one or more computer databases.

4. The system of claim 1, wherein the one or more rules further comprise a fourth rule that selects additional start times for the to-be-scheduled appointment, such that a break between the existing appointments and the to-be-scheduled appointment matches or exceeds the duration of at least one service provided by the first business.

5. The system of claim 1, wherein the one or more rules further comprise a fourth rule that randomly selects additional start times that will accommodate the to-be-scheduled appointment.

6. The system of claim 1, wherein the at least one electronic computer device determines the one or more acceptable start times on the appointment date for the to-be-scheduled appointment based on availability periods of the plurality of businesses, such that the to-be-scheduled appointment fits within an availability period.

7. The system of claim 1, wherein:

the data regarding the plurality of businesses comprises data regarding a service provider of the first business;

the electronic communication from the first service-registered customer comprises a communication to schedule the service with the service provider of the first business on the appointment date; and

the one or more existing appointments are the one or more existing appointments for the service provider of the first business on the appointment date.

8. The system of claim 7, wherein:

the data regarding a service provider of the first business comprises a shift start time and a shift end time for the appointment date; and

the one or more rules further comprise a fourth rule that eliminates start times that are not available given the shift start time and the shift end time of the service provider and the duration of the to-be-scheduled appointment.

9. The system of claim 8, wherein the one or more rules further comprises:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is the shift start time; and

a fifth rule that eliminates the third start time for the to-be-scheduled appointment when the third start time is not available given the first start time and the duration of the to-be-scheduled appointment.

10. The system of claim 8, wherein:

the data regarding a service provider of the first business comprises at least one preferred time period for the service and at least one non-preferred time period for the service;

the computer-based data center communicates a limited number of acceptable start times to the first service-registered customer; and

the one or more rules further comprise a fifth rule that chooses start times that are within the at least one preferred time period for the service over start times that are within the at least one non-preferred time period for the service.

11. The system of claim 7, wherein:

the data regarding a service provider of the first business comprises a maximum number of appointments the service provider will provide on the appointment date;

the computer-based data center communicates the acceptable start times to the first service-registered customer; and

the number of acceptable start times communicated to the first service-registered customer is limited by the maximum number of appointments the service provider will provide on the appointment date.

12. The system of claim 1, wherein:

the computer-based data center communicates the acceptable start times to the first service-registered customer; and

the number of acceptable start times communicated to the first service-registered customer is limited by a maximum value.

13. The system of claim 1, wherein:

the data regarding the plurality of customers comprises at least one preferred time period for the first service-registered customer and at least one non-preferred time period for the first service-registered customer;

the computer-based data center communicates a limited number of acceptable start times to the first service-registered customer; and

the one or more rules further comprise a fourth rule that chooses start times that are within the at least one preferred time period over start times that are within the at least one non-preferred time period.

14. The system of claim 1, wherein:

the data regarding the plurality of businesses comprises at least one preferred time period for the service and at least one non-preferred time period for the service;

the computer-based data center communicates a limited number of acceptable start times to the first service-registered customer; and

the one or more rules further comprise a fourth rule that chooses start times that are within the at least one preferred time period over start times that are within the at least one non-preferred time period.

15. A computer-implemented method for providing an automated computer network-based appointment scheduling service through which service-registered customers are individually capable of scheduling an appointment with a plurality of businesses registered with the service, the method comprising:

receiving at a computer-based data center via an electronic data network an electronic communication from a service-registered customer to schedule a to-be-scheduled appointment with a first business that is one of the plurality of service-registered businesses, wherein the to-be-scheduled appointment is for a service on an appointment date, and wherein the data center comprises;

one or more computer databases that store data, wherein the stored data comprise data regarding the plurality of customers and the plurality of businesses; and

at least one electronic computer device in communication with the one or more computer databases, wherein the at least one electronic computer device comprises at least one processor circuit and at least one memory circuit in communication with the at least one processor circuit;

determining, by the at least one electronic computer device, one or more acceptable start times for the to-be-scheduled appointment on the appointment date for the service (i) based on at least the duration of the service for the to-be-scheduled appointment and one or more existing appointments for the first business on the appointment date, and (ii) by applying one or more rules to determine the one or more acceptable start times, wherein the one or more rules comprise;

a first rule that selects a first start time for the to-be-scheduled appointment that is prior to a first existing appointment for the first business on the appointment date by the duration of the to-be-scheduled appointment;

a second rule that selects a second start time for the to-be-scheduled appointment that is immediately after the first existing appointment for the first business on the appointment date; and

a third rule that eliminates other start times during the appointment date that would not be available given the first start time and the second start time and the duration of the to-be-scheduled appointment; and

transmitting, by the data center via the electronic data network to the service-registered customer, the one or more acceptable start times,

wherein data regarding the duration of the service and the existing appointments for the first business on the appointment date are stored in the one or more computer databases.

16. The method of claim 15, wherein the one or more rules further comprise:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is prior to a second existing appointment for the first business on the appointment date by the duration of the to-be-scheduled appointment;

a fifth rule that selects a fourth start time for the to-be-scheduled appointment that is immediately after the second existing appointment for the first business on the appointment date; and

a sixth rule that eliminates other start times during the appointment date that would not be available given the third start time and the fourth start time and the duration of the to-be-scheduled appointment.

17. The method of claim 15, wherein the one or more rules further comprise:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is prior to a first blackout period for the first business on the appointment date by the duration of the to-be-scheduled appointment; and

a fifth rule that selects a fourth start time for the to-be-scheduled appointment that is immediately after the first blackout period for the first business on the appointment date; and

a sixth rule that eliminates other start times during the appointment date that would not be available given the third start time and the fourth start time and the duration of the to-be-scheduled appointment, wherein data regarding blackout periods for the first business on the appointment date are stored in the one or more computer databases.

18. The method of claim 15, wherein the one or more rules further comprise a fourth rule that selects additional start times for the to-be-scheduled appointment, such that a break between the existing appointments and to-be-scheduled appointment matches or exceeds the duration of at least one service provided by the first business.

19. The method of claim 15, wherein the at least one electronic computer device determines the one or more acceptable start times on the appointment date for the to-be-scheduled appointment based on the availability periods of the plurality of businesses, such that the to-be-scheduled appointment fits within an availability period.

20. The method of claim 15, further comprising receiving, by the computer-based data center via the electronic data network, an electronic communication from the first business comprising:

phase-in date data regarding a date for which the first business is to accept appointments scheduled by service-registered customers via data center;

service attribute data regarding one or more attributes of one or more services provided by the first business; and

business hour data for the first business comprising first business hour data for a first time period and second business hour data for a second time period.

21. The method of claim 15, wherein:

the stored data regarding the plurality of businesses comprises at least one preferred time period for the service and at least one non-preferred time period for the service;

the acceptable start times transmitted to the service-registered customer are limited in number by a maximum value; and

the one or more rules further comprise a fourth rule that chooses start times that are within the at least one preferred time period for the service over start times that are within the at least one non-preferred time period for the service.

22. The method of claim 15, wherein at least one of the service-registered customers and the service-registered businesses is enabled to disable at least one of the one or more rules.

23. The method of claim 15, wherein at least one of the service-registered customers and the service-registered businesses is enabled to add supplemental rules to the one or more rules.

24. The method of claim 15, wherein:

the data regarding the plurality of businesses comprises data regarding a service provider of the first business;

the electronic communication from the service-registered customer comprises a communication to schedule the service on the appointment date with the service provider of the first business; and

the one or more existing appointments are the one or more existing appointments for the service provider of the first business on the appointment date.

25. The method of claim 24, wherein:

the data regarding a service provider of the first business comprises a shift start time and a shift end time for the service provider on the appointment date; and

the one or more rules further comprise a fourth rule that eliminates start times during the appointment date that are not available given the shift start time and the shift end time of the service provider and the duration of the to-be-scheduled appointment.

26. The method of claim 25, wherein the one or more rules further comprise:

a fourth rule that selects a third start time for the to-be-scheduled appointment that is the shift start time; and

a fifth rule that eliminates the third start time for the to-be-scheduled appointment when the third start time is not available given the first start time and the duration of the to-be-scheduled appointment.

27. The method of claim 25, wherein:

the data regarding a service provider of the first business comprises at least one preferred time and at least one non-preferred time;

the acceptable start times transmitted to the service-registered customer are limited in number by a maximum value; and

the one or more rules further comprise a fifth rule that chooses start times that are within the at least one preferred time of the service provider over start times that are within the at least one non-preferred time of the service provider.

28. The method of claim 24, wherein:

the data regarding a service provider of the first business comprises a maximum number of appointments the service provider will provide on the appointment date;

the computer-based data center communicates the acceptable start times to the service-registered customer; and

the acceptable start times communicated to the service-registered customer are limited in number by the maximum number of appointments the service provider will provide on the appointment date.

29. The method of claim 15, wherein:

the data regarding the plurality of customers comprises at least one preferred time and at least one non-preferred time for the service-registered customer;

the acceptable start times transmitted to the service-registered customer are limited in number by a maximum value; and

the one or more rules further comprise a fourth rule that chooses start times that are within the at least one preferred time over start times that are within the at least one non-preferred time.

30. A computer-implemented method for providing an automated computer network-based appointment scheduling service through which service-registered customers are individually capable of scheduling an appointment with a plurality of businesses registered with the scheduling service, the method comprising:

receiving at a computer-based data center via an electronic data network an electronic communication from a service-registered customer to schedule a to-be-scheduled appointment for a service on an appointment date, wherein the data center comprises;

one or more computer databases that store data, wherein the stored data comprise data regarding the plurality of customers and the plurality of businesses; and

at least one electronic computer device in communication with the one or more computer databases, wherein the at least one electronic computer device comprises at least one processor circuit and at least one memory circuit in communication with the at least one processor circuit;

determining, by the at least one electronic computer device, one or more available businesses of the plurality of businesses that provide the service on the appointment date;

determining, by the at least one electronic computer device, one or more acceptable start times for the to-be-scheduled appointment on the appointment date for the service (i) based on at least the duration of the service for the to-be-scheduled appointment and one or more existing appointments for the one or more available businesses on the appointment date, and (ii) by applying one or more rules to determine the one or more acceptable start times, wherein the one or more rules comprise;

a first rule that selects a first start time for the to-be-scheduled appointment that is prior to a first existing appointment for a first available business of the one or more available businesses on the appointment date by the duration of the to-be-scheduled appointment;

a second rule that selects a second start time for the to-be-scheduled appointment that is immediately after the first existing appointment for the first available business of the one or more available businesses on the appointment date; and

a third rule that eliminates other start times during the appointment date that would not be available given the first start time and the second start time and the duration of the to-be-scheduled appointment; and

transmitting, by the data center via the electronic data network to the service-registered customer, the one or more acceptable start times,

wherein data regarding the duration of the service and the existing appointments for the first available business on the appointment date are stored in the one or more computer databases.

31. The method of claim 30, wherein the at least one electronic computer device repeats the one or more rules for each existing appointment for each available business of the one or more available businesses.

32. The method of claim 30, wherein the existing appointments comprise customer reservations, blackout periods, and classes.