Framework
A smooth, step‐by‐step process focused on ensuring all necessary details are accurately collected before finalizing a booking.
In this page
November 12th, 2024
Entry Points
There are 2 entry points that initiate the Bx Booking Path:
- Quote Builder Page
- Product Details Page
October 7th, 2024
Advisor Booking Workflow
Clarity of User Journey
To effectively present the user flow of the advisor‐focused booking process, I created a screen‐by‐screen flow that visually demonstrates each step of the booking journey. Here's the structure:
Workflow