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Tapbook Inc. · 2020 · End-to-end product designer · 4 min read

Designing AI into a booking product in 2020, shaped by four rounds of user testing

I owned product direction end to end, designing AI into an early booking product and grounding twelve final screens in four rounds of user testing. Every change traces back to something we watched a real user do.

4
moderated testing rounds
12
final screens, client and provider
4 mo
research to handoff

View the full deck · 32 slides · Figma

The team is listed by role.
Role

Product Designer — end-to-end

Timeline

Sept–Dec 2020

4 months

Team

CEO & Founder

VP of Product

Product Designer (me)

Developer

Deliverables

User flows

Sitemap

Wireframes

Brand kit

Interactive prototype

Handoff documentation

Problem

Tapbook made an early bet on AI booking. Alongside booking over SMS and voice, the product leaned on an Ask Tapbook prompt, AI-suggested times, and AI-drafted updates, all designed back in 2020. The first build was rushed and outsourced, and adoption stalled. I partnered with the founder to rebuild it end to end over four months, trading our assumptions about how people book for four rounds of watching them do it.

The rebuilt product: web dashboard and mobile app, one system across both surfaces.

Process

We ran four rounds of moderated usability testing, two with clients and two with providers, and iterated between every round. The biggest shifts:

Client home. Search moved from the centre of the screen to the top, and we added a "Near Me" option after travellers in new cities surfaced the need mid-test. Category images became icons, and "Popular" became a personalized "Favourites" list with one-tap removal.

Client home after testing: search relocated for discoverability, and a "Near Me" option born from observed traveller behavior

Provider home. We swapped a mid-page calendar for a task manager after watching providers hunt for the day's appointments. In every session, task-first beat calendar-first. Cards surface upcoming and completed counts so providers can read their day at a glance.

Provider home after testing: task-first, not calendar-first

Search results. A dedicated back button replaced reliance on the home icon, a calendar icon absorbed the "when/where" fields, and filters became pills so they read as tappable.

Search results after testing: direct return path, compact date entry, filter pills

Design

The client experience: home with personalized favourites, search results rebuilt from testing, and one-screen booking.
The provider experience, the other half of the marketplace: a task-first dashboard, earnings without guesswork, and client chat.

Outcome

The rebuild handed off as an interactive prototype and full documentation, ready for the developer to build against: twelve screens across both sides of the marketplace, each one traceable to a specific thing testing surfaced.

Appendix

To avoid designing from my own assumptions about booking, I ran two tracks in parallel: interviews with five users spanning service providers and clients, and a competitive analysis of Acuity, Booksy, Calendly, and Setmore. Four needs kept coming up: quick to learn, fewer steps per booking, one complete solution instead of several partial ones, and something that holds up on weak infrastructure.

"…most people in 62% of counties in the US did not have government minimum download speeds for broadband internet." — Setmore Whitepaper

Interview sessions and affinity mapping across five participants
Feature matrix: Acuity, Booksy, Calendly, Setmore across twelve capabilities

The research condensed into two personas: a client who wants booking simple enough for her parents, and a provider drowning in manual scheduling. Their flows carry both through onboarding and booking, where the AI prompt sits alongside manual search instead of replacing it.

User flows for onboarding and booking, with decision points

I built the brand alongside the product, because Tapbook needed an identity as approachable as the booking it promised:

Primary

#FFFFFF

Secondary

#242F5A

Accent 1

#C7D8FF

Accent 2

#34C759

Neutral 1

#F1F1F1

Neutral 2

#D3D3D3

Neutral 3

#858585

Ag

Inter

Regular · Medium · SemiBold · Bold

Body & UI

Ag

Poppins

Medium · SemiBold

Headings

The full story

Every artifact, decision, and iteration lives in the deck.

View the full deck · 32 slides · Figma