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

• US 8,671,009 B1
• Filed: 04/28/2009
• Issued: 03/11/2014
• Est. Priority Date: 04/28/2009
• Status: Active Grant

• Current Assignee: Schedulicity, Inc.
• Original Assignee: Schedulicity, Inc.
• Inventors: Coley, Chad T., Nessland, Kevin S., Leonhardt, Tim F., Barry, Colin J., Wilson, Michael F., Nettuno, Anthony N.
• Primary Examiner(s): Fleischer, Mark A
• Application Number:
  US12/430,940
• Time in Patent Office: 1,778 Days
• Field of Search: 705/7.13, 705/7.16, 705/7.19
• US Class Current: 705/7.13
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

Computer-based apparatuses 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 a reliability rating for each registered customer that is based on the reliability of the customer showing for scheduled appointments for all (or several) of the businesses registered with the online appointment scheduling service, not just one business. In addition, 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. An apparatus 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 service at a customer-selected appointment time that is selected from one or more business-offered appointment times, 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;

calculate a reliability rating for at least a first customer of the plurality of customers, wherein the reliability rating for the first customer is based on at least, for the first customer, (i) a number of non-no-show scheduled appointments by the first customer with the plurality of businesses registered with the service over a historic evaluation time period and (ii) a total number of scheduled appointments by the first customer with the plurality of businesses registered with the service over the evaluation time period, wherein;

the reliability rating is calculated based on a ratio of (i) the number of non-no-show scheduled appointments by the first customer with the plurality of businesses registered with the service over the evaluation time period, to (ii) the total number of scheduled appointments by the first customer with the plurality of businesses registered with the service over the evaluation time period; and

there are a plurality of possible hierarchical reliability ratings for each of the plurality of customers, and wherein the at least one electronic computer device is programmed to calculate the reliability rating for each customer such that a customer has the highest possible reliability rating when the customer had zero scheduled appointments over the evaluation time period;

compare the reliability rating for the first customer to a reliability rating threshold for a first business of the plurality of businesses upon the first customer transmitting a request to schedule an appointment with the first business at the customer-selected appointment time to the computer-based data center; and

booking the appointment for the first customer at the customer-selected appointment time with the first business when the reliability rating for the first customer equals or exceeds the reliability rating threshold for the first business,

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.

2. The apparatus of claim 1, further comprising:

at least one customer end user electronic communication device in communication with the data center via an electronic data network, wherein the at least one customer end user electronic communication device and the data center are programmed to communicate scheduling information over the electronic data network such that a user of the at least one customer end user electronic communication device is capable of scheduling an appointment for the user at the customer-selected appointment time with one of the plurality of businesses registered with the service; and

at least one business end user electronic communication device in communication with the data center via the electronic data network, wherein the at least one business end user electronic communication device and the data center are programmed to communicate scheduling information over the electronic data network such that a user of the at least one business end user electronic communication device is capable of scheduling an appointment for one of the plurality of customers with a business associated with the user of the at least one business end user electronic communication device.

3. The apparatus of claim 2, wherein the at least one customer end user electronic communication device comprises a mobile phone that comprises an electronic navigational system receiver circuit.

4. The apparatus of claim 2, wherein at least one electronic computer device is programmed to transmit schedule information to the at least one business end user electronic communication device, wherein the schedule information comprises data for both (i) a first appointment scheduled by the first customer with the first business associated with the at least one business end user electronic communication device via the data center and (ii) a second appointment scheduled by a second customer with the first business associated with the at least one business end user electronic communication device for the second customer via the data center.

5. The apparatus of claim 1, wherein the scheduled appointments over the evaluation time period comprise both customer self-scheduled appointments and business-scheduled appointments for the first customer.

6. The apparatus of claim 1, wherein the one or more computer databases are in communication with the at least one electronic computer device by a storage area network (SAN).

7. The apparatus of claim 1, wherein the one or more computer databases comprise:

one or more business databases that store data regarding businesses registered with the appointment scheduling service; and

one or more customer databases that store data regarding customers registered with the appointment scheduling service, and

wherein the at least one electronic computer device is programmed to link a customer account for the first customer stored in the one or more customer databases to one or more customer records for the first customer in the one or more business databases.

8. The apparatus of claim 7, wherein the at least one electronic computer device is programmed to update the one or more customer records for the first customer in the one or more business databases when the at least one electronic computer device receives updated customer information from the first customer via the electronic data network.

9. The apparatus of claim 1, wherein the at least one electronic computer device is programmed to determine one or more acceptable start times on an appointment date for the appointment (i) based on at least a duration of a service for the appointment and 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 for the appointment, wherein the one or more rules comprise:

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

a second rule that selects a second start time for the 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 appointment,

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.

10. The apparatus of claim 1, wherein the electronic computer device is further programmed to send a message to the first customer to contact the first business to schedule the appointment with the first business when the reliability rating for the first customer does not equal or exceed the reliability rating threshold for the first business.

11. 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 scheduled with the service at a customer-selected appointment time that is selected from one or more business-offered appointment times, 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 an appointment with a first business at the customer-selected appointment time, wherein the first business is one of the plurality of service-registered businesses, 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;

calculating, by the at least one electronic computer device, the reliability rating for the service-registered customer, wherein;

the reliability rating is calculated based on a ratio of (i) the number of non-no-show scheduled appointments by the service-registered customer with the plurality of businesses registered with the service over the evaluation time period, to (ii) the total number of scheduled appointments by the service-registered customer with the plurality of businesses registered with the service over the evaluation time period; and

there are a plurality of possible hierarchical reliability ratings for service-registered customer, and wherein the at least one electronic computer device is programmed to calculate the reliability rating for the service-registered customer such that the service-registered customer has the highest possible reliability rating when the service-registered customer had zero scheduled appointments over the evaluation time period;

comparing, by the at least one electronic computer device, the reliability rating for the service-registered customer to a reliability rating threshold for the first business; and

booking, by the at least one electronic computer device, the appointment for the service-registered customer with the first business at the customer-selected appointment time when the reliability rating for the service-registered customer equals or exceeds the reliability rating threshold for the first business.

12. The method of claim 11, wherein the scheduled appointments over the evaluation time period comprise both customer self-scheduled appointments and business-scheduled appointments for the service-registered customer.

13. The method of claim 12, further comprising electronically transmitting by the data center a confirmation notification to the service-registered customer when the appointment has been booked.

14. The method of claim 13, further comprising electronically transmitting by the data center instructions to the service-registered customer to contact the first business directly to schedule the appointment when the reliability rating for the service-registered customer is less than the reliability rating threshold for the first business.

15. The method of claim 11, further comprising receiving, by the computer-based data center via the electronic data network an electronic communication from the first business:

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.

16. The method of claim 11, further comprising, prior to booking the appointment, determining, by the at least one electronic computer device, whether an appointment time for the service-registered customer is available by analyzing calendar data for the service-registered customer.

17. The method of claim 16, wherein the calendar data comprises (i) appointment data for appointments made by the service-registered customer through the data center and (ii) schedule data from a calendar application of the customer, wherein the at least one electronic computer device interfaces with the calendar application.

18. The method of claim 17, further comprising transmitting, by the at least one electronic computer device, data regarding the appointment scheduled by the service-registered customer to the calendar application such that the calendar application displays information regarding the appointment.

19. The method of claim 11, further comprising:

providing, by the at least one electronic computer device to the service-registered customer, an interface that comprises;

a first list comprising data relating to one or more past appointments booked by the service-registered customer through the data center;

a second list comprising data identifying businesses with which the service-registered customer has previously booked appointments through the data center; and

a third list comprising data identifying one more businesses having a geographical location in proximity to the service-registered customer based on location identifying information for the service-registered customer.

20. The method of claim 19, further comprising providing, by the at least one electronic computer device to the service-registered customer, with each of the data relating to the one or more past appointment in the list, a link to book again the past appointment, such that, when the service-registered customer activates the link for a first past appointment, the at least one electronic computer device provides an interface for the service-registered customer to book a new appointment having (i) a same service provider as the first past appointment and (ii) a same service as the first past appointment.

21. The method of claim 11, further comprising, after booking the appointment and prior to an appointment time for the appointment, transmitting, by the at least one electronic computer device to the service-registered customer via the electronic data network a notification that reminds the service-registered customer of the appointment.

22. The method of claim 11, further comprising, after booking the appointment, transmitting, by the at least one electronic computer device to a social network working web server via the electronic data network data regarding the appointment booked by the service-registered customer for posting by the social network working web server.

23. The method of claim 11, further comprising, prior to booking the appointment, when an appointment time for the appointment is not available, receiving, by the at least one electronic computer device from the service-registered customer via the electronic data network, a request to send a notification from the at least one electronic computer device to the service-registered customer via the electronic data network when the appointment time for the appointment becomes available.

24. The method of claim 11, further comprising determining, by the at least one electronic computer device, one or more acceptable start times for the appointment on an appointment date for the service (i) based on at least a duration of the service for the appointment and 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 appointment that is prior to a first existing appointment for the first business on the appointment date by the duration of the 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

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.

25. The method of claim 11, further comprising, upon the reliability rating for the first customer not equaling or exceeding the reliability rating threshold for the first business, sending by the at least one electronic computer device a message to the first customer to contact the first business to schedule the appointment with the first business.