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Tools

  • Scheduling and Appointment Booking

    • Request appt. at location or time (ref: Coop Kit Features spreadsheet)
    • Accept an appointment (ref: Coop Kit Features spreadsheet)
    • Reschedule, find alternative provider (ref: Coop Kit Features spreadsheet)
  • Invoicing / payment processing

  • Expense Tracking

  • Communication

    • Polis - tool for organisational communication 
  • Dashboard
  • Member management, worker registration (ref: Coop Kit Features spreadsheet)

Needs

  • Knowledge sharing - i.e. operations and communication (ref: PCC Potluck Co-design recap - Idea 1)
  • Technical Knowledge sharing
    • esp. communication tools. (ref: PCC Potluck Co-design recap - Idea 2)
    • Assessing and choosing technical tools, partners, and services (ref: PCC Potluck Co-design recap - Idea 5)
  • Financing co-ops (ref: PCC Potluck Co-design recap - Idea 4)
  • Governance:
    • Building capacity and encourage involvement - activities, playbook, gamification (ref: PCC Potluck Co-design recap - Idea 6)
    • Open forums (ref: Coop Kit Features spreadsheet)
    • Decision making, voting tool  (ref: Coop Kit Features spreadsheet)

Other Needs

  • Marketing (ref: PCC Potluck Co-design recap - Idea 5)
  • GPS tracking of workers (ref: Coop Kit Features spreadsheet)
  • Panic button (ref: Coop Kit Features spreadsheet)

Service - Client Matching

Scheduling and Appointment Booking

Desired features and functionality

  • Online booking and cancellations
  • Invoicing / payments
  • Client / Provider communication
  • Calendar syncing

List and analysis of Appointment Scheduling and Appointment Tools

Customer Engagement / Matching

Tool providers:

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