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Tasktly Consultant Booking System Documentation

The 'Consultant Booking System' enables freelancers to register as consultants and offer paid consultations through a platform featuring calendar booking, upfront payments, and in-app video calls. The document outlines user flows for both consultants and clients, detailing registration, booking, and session management processes, alongside developer tasks and UI/UX requirements. It also addresses system logic, error handling, and edge cases to ensure a smooth user experience.

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0% found this document useful (0 votes)
6 views7 pages

Tasktly Consultant Booking System Documentation

The 'Consultant Booking System' enables freelancers to register as consultants and offer paid consultations through a platform featuring calendar booking, upfront payments, and in-app video calls. The document outlines user flows for both consultants and clients, detailing registration, booking, and session management processes, alongside developer tasks and UI/UX requirements. It also addresses system logic, error handling, and edge cases to ensure a smooth user experience.

Uploaded by

farjanamimifms
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Consultant Booking System - Tasktly

1. Feature Overview
The 'Consultant Booking System' allows a new type of freelancer (Consultant) to register on
the platform and offer paid 1:1 consultations across various domains. It includes an
integrated calendar booking system, payment before sessions, and in-app video calls. The
goal is to create a smooth, secure, and professional experience for both consultants and
clients.

2. User Flow

A. Consultant Registration Flow

1. User selects "Register as Consultant" from onboarding.


2. Consultant fills out:
- Domain/specialty
- Consultation rate (per 30 mins / 60 mins)
- Available time slots (calendar)
- Profile description + optional intro video
3. Tasktly verifies and approves the profile (optional, admin-based).

B. Client Booking Flow

1. Client visits Consultant’s profile.


2. Selects:
- Date & time (based on consultant’s availability)
- Duration (30/60 mins)
3. Payment is made upfront (via wallet or payment gateway).
4. Confirmation email + in-app reminder is sent.
5. 10 mins before the session, "Join Call" button is activated.
6. Session is conducted via in-app video (with fallback to external Zoom link if needed).
7. After session:
- Review system is triggered.
- Consultant gets notified and earnings are added (pending period applies).
3. Developer Tasks

A. Backend

- New user type: Consultant


- Consultant profile model: rate, availability, domains, bio, etc.
- Booking model: client ID, consultant ID, timeslot, status (pending, confirmed, completed,
cancelled)
- Payment integration for bookings
- Video call integration (e.g. Daily.co, Twilio, Jitsi)
- Notifications & Reminders (email, in-app)
- Earnings system (with pending period same as freelancers)
- Review system linked to completed bookings

B. Frontend

- Consultant onboarding UI (new registration flow)


- Consultant profile page (with bio, calendar, booking interface)
- Booking calendar UI (with available slots)
- Payment confirmation + booking summary UI
- In-app video call interface (or redirect to external video provider)
- Dashboard tab for Consultants:
- Upcoming bookings
- Booking history
- Earnings
- Edit availability/calendar
- Dashboard tab for Clients:
- Booked consultations
- Join Call button
- Post-call review prompt

4. UI/UX Requirements (Design Team)

Consultant Profile Page

- Profile picture + badge: "Verified Consultant"


- Intro video (optional)
- Consultation rate
- Booking calendar
- Reviews from previous clients
- Book Now CTA

Booking UI

- Date & time picker (sync with consultant calendar)


- Duration selector (30 mins / 60 mins)
- Display total price
- Payment confirmation

Call Interface

- Countdown + Join Call button (10 mins before session)


- Timer during call
- End session CTA (for both parties)

Dashboards

- Tabs for:
- Availability settings (calendar editor)
- Booking requests / confirmations
- Past sessions + earnings
- Reviews and ratings

Responsive Design
Fully mobile-friendly (especially for in-call experience)

5. System Logic

- Consultants define time slots (with timezone support).


- Client selects slot → system locks it temporarily (10 mins) during checkout.
- On payment success → slot becomes "confirmed", both parties get notified.
- Call link is generated and accessible 10 mins before the session.
- If call not started after 15 mins from the booked time → session marked "no show".
- Refund policies apply depending on who missed the session.
- After session ends → allow review from both sides.
- Consultant earnings go to wallet after X days (like regular jobs).
6. Error Handling & Edge Cases
Scenario System Behavior

Client doesn’t join session Marked as 'Client No Show', consultant may


be paid partially/full (policy-based)

Consultant misses session Auto-refund issued to client + consultant


gets penalty

Client tries to book unavailable slot Show error: 'Slot no longer available'

Payment fails Slot remains open, no confirmation sent

Internet issues during call Provide fallback to external link


(Zoom/Jitsi), notify both parties

Double bookings Prevent parallel bookings using lock


mechanism during payment

Consultant changes availability Notify clients with upcoming sessions and


auto-cancel if needed
Flowchart
Initial Wireframe Design

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