Book V3 Audit

The 7 items agreed for launch on 26 August and 1 September. All of them are done.

• Release the hold when the tab closes

  Done

  Closing the tab now releases the hold within about a minute and a half instead of keeping the time locked for ten, so the next patient can book it. "Next available" is checked against the live holds, so the funnel no longer advertises a time it would then refuse.

• Customer details and price sent to your ads platforms

  Done

  The booking events now carry name, email, phone, value and currency, which is what enhanced conversions and Meta advanced matching read. They no longer depend on the old form.

• Deposit and consent buttons in the office email

  Done

  When a patient leaves without booking, the office email carries both buttons, so the follow up can start from the email itself.

• Faster loading for every visitor

  Done

  The setting that cleared the cache on every visit is off, so paid traffic gets the normal load time.

• One line of biography per therapist

  Done

  A short sentence appears when a patient picks a therapist. No panel, no reviews, nothing extra to read on a step most patients skip.

• No pregnancy answer recorded for patients who were not asked

  Done

  The pregnancy answer is only written to the patient record when the question was actually shown.

• Discount codes are applied at the clinic

  ChangedDone

  Decided on 18 September. Codes stay out of the online funnel: the deposit is a fixed amount, and your codes are fixed dollar amounts taken off the balance when the patient checks out at the clinic.

8 features that were not in the original launch scope. Three of them were queued for V4 and were brought forward.

• Book more than one treatment in a visit

  Moved up from V4Done

  After choosing a time, a patient can add a second treatment in the same checkout. Only pairings the clinic allows are offered, and only with a provider the pairing rules permit.

• Double up a session

  NewDone

  On the treatments where it applies, the funnel offers a second session with the same therapist right after the first, with a $30 saving shown before payment.

• Both treatments visible while booking

  NewDone

  The summary bar shows the first and the second treatment, each with its clinic, day, time and therapist, so nobody loses track of what they are booking.

• Accept international phone numbers

  Moved up from V4Done

  A country selector sits next to the phone field. A US number is required; any other number is optional, so patients without a US phone can still book.

• New and returning patients take different paths

  NewDone

  Right after choosing a treatment, the patient answers how they heard about you or says they are returning. Returning patients go straight to availability and give their details at the end; new patients give their contact details first.

• Referring doctor asked at the start

  NewDone

  The doctor referral question now sits on the same screen as how the patient heard about you, instead of near the end of the funnel.

• Office email only when a booking was not completed

  NewDone

  The office no longer gets a message for every booking Square already confirms. It gets one when a patient left part way, with everything they entered.

• Packages: book the first session online

  Moved up from V4Done

  Settled on purpose rather than left as a default. The patient books the first session online, and a visible note explains that the rest of the package is scheduled with the team after that visit.

Each of these adds content or logic that deserves its own decision. They are recorded here so they stay a decision rather than an omission.

• Suggest the second treatment from your own history

  Needs the data work

  The add a treatment step now lists every treatment the clinic allows with the first one. Ordering that list by what patients actually book next, read from Square, would put the most likely choice first.

• Preparation notes per treatment

  Content first

  Drink water before a lymphatic. Shave the day before a laser session, not the morning of. This is guidance the clinic already gives verbally and the funnel never mentions.

  The open question is where it belongs, since some of it is preparation and some of it is aftercare, and the confirmation screen is the wrong place for both.

• Say that laser hair carries a lifetime warranty

  Copy

  Revisions come at a discount because of that warranty, and the funnel never says so. It is a reason to book that the page currently keeps to itself.

• Rework the patient form

  Separate piece

  It should not be called the new patient form, since returning patients fill it too. More usefully, it reads from the same Square record the funnel just wrote, so it should stop asking for the treatment it already knows.

Each of these is a real observation with no obvious right answer. They are listed separately so that nobody ships one as a fix and then has no way of knowing whether it helped.

• Where the continue button sits on a phone

  A/B

  One person watched going through the funnel could not find it. That is a real signal and not yet evidence: a floating footer may help, or it may cover the field above it.

  Once the funnel is live and tracking every step, this is measurable per step instead of arguable.

• How much to say about each therapist

  A/B

  Enough to help someone choose, little enough that a step most patients skip does not turn into a page of reading. A single line is the starting point, not the settled answer.

• Where to offer the second treatment and the double up

  A/B

  Both now exist, so this is a real question rather than a hypothetical one. The same offer can raise the average booking or lower the number of bookings, and only the step by step numbers after launch will say which.