Senior Product Designer at Podium
At Podium I designed a lot of products that helped local businesses manage their customers' appointments, jobs, and other day-to-day operations. I worked closely with product managers, engineers, and other cross-functional teams to turn complex operational workflows into a clear scalable experience.
At Podium I worked on several different verticals, from HVAC to MedSPA to payments. This case study focuses on the appointment booking experience for a MedSPA because it demonstrates my approach to solving ambiguous product problems through research, collaboration, prototyping, and iterative design.
- Appointment Booking — Featured case study
- CRM Design
- Dispatch and Job Management
- Customer Profiles
- Estimates and Proposals
- AI-assisted workflows
- Mobile product experiences
- Payments and
Improving the Appointment Booking Experience
Turning customer interest into booked appointments
For many med spas the booking experience is one of the first meaningful interactions a customer has with their brand. It's almost like the first thing they see. Customers expect the scheduling to be quick and effortless but many businesses still rely on old forms, phone calls, or back-and-forth messaging that creates a problematic experience.
At Podium we wanted to learn more about how modern-facing booking experiences could simplify scheduling while giving the business the flexibility that they needed to manage services, availability, and appointment details.
The challenge was not simply to design another booking form but it was to create an experience that reduced uncertainty, helped the customers move forward with confidence, and supported the operational needs of businesses behind the scenes.
Designing the end-to-end booking journey
As a Senior Product Designer, I partnered closely with Product and Engineering throughout concept exploration, design, prototyping, and implementation.
My work focused on the customer-facing booking journey, including service selection, appointment availability, customer information, confirmation, and the interactions connecting each step.
I also helped shape reusable patterns that could support future scheduling experiences across the broader Podium platform.
- End-to-end product design
- Customer journey mapping
- Interaction design
- Rapid prototyping
- Cross-functional collaboration
- Reusable platform patterns
Breaking a complex decision into clear steps
Booking an appointment is not a single action. Customers need to understand which service fits their needs, choose a convenient time, provide the right information, and feel confident that the appointment was successfully scheduled.
Each step can introduce hesitation or confusion. The design approach focused on reducing unnecessary decisions, presenting information at the right moment, and creating a clear path from initial interest to confirmation.
Helping customers choose with confidence
One of the earliest challenges was helping customers understand which service they needed without overwhelming them with long lists or internal business terminology.
The experience needed to support a wide range of service offerings while remaining approachable for first-time customers. Clear hierarchy, concise descriptions, and progressive disclosure helped customers understand their options without exposing unnecessary complexity.
The goal was to make service selection feel guided rather than administrative, giving customers enough context to make a decision while keeping the flow moving.
Making scheduling feel effortless
Choosing an appointment time should feel like one of the easiest parts of the experience. Behind the interface, however, businesses may need to account for service duration, working hours, availability, scheduling rules, and other operational constraints.
The design focused on presenting clear, actionable availability without transferring that complexity to the customer. Strong visual hierarchy, predictable interactions, and immediate feedback helped customers browse options and continue with confidence.
Collecting what the business needs without creating friction
Businesses need enough customer information to prepare for the appointment, but every additional field increases the effort required to complete the booking.
The form experience prioritized the most important information, used clear grouping and validation, and avoided asking for details before they became necessary. The result was a more focused experience that supported business needs without making the process feel unnecessarily long.
Creating confidence at the moment of commitment
A booking is not complete until the customer knows it worked.
The confirmation experience clearly summarized the selected service, appointment time, customer details, and what would happen next. Clear success messaging and a predictable final state helped reduce uncertainty and reinforced trust in both the business and the booking experience.
Keeping the customer experience simple while supporting business complexity
The project required balancing two very different sets of needs.
Customers wanted the fastest and clearest path to an appointment. Businesses needed flexibility around services, scheduling rules, availability, and appointment information.
The design intentionally kept operational complexity behind the scenes. Businesses could configure the experience around their workflows while customers encountered a booking journey that remained simple, focused, and easy to understand.
Shaping the experience with Product and Engineering
The work was developed through close collaboration with Product Managers and Engineers. We used early concepts and interactive prototypes to clarify behavior, evaluate feasibility, and resolve edge cases before implementation.
Ongoing collaboration helped ensure that the final experience balanced customer needs, business requirements, and technical constraints rather than optimizing for only one part of the system.
Simplicity is often the result of solving complexity behind the scenes
Designing the appointment booking experience reinforced an important product-design principle: the most intuitive customer experiences often depend on significant operational complexity that users should never have to see.
The work required careful decisions about what to show, when to show it, and what could remain invisible. By simplifying the path from service selection to confirmation, the experience helped make booking feel more approachable for customers while supporting the practical needs of local businesses.