Methods and systems for electronic form identification and population
Computer-implemented systems and methods for the sale of consumer services. Predictions are made based on the behaviors, preferences, assets, identifying characteristics, and other attributes associated with customers and merchants. In one implementation, a prediction is made as to whether a customer is likely to request a service and whether a merchant is likely to be selected by the customer to provide the service. In another implementation, the calendars of a merchant and customer are automatically updated to account for the customer's late arrival to an appointment at the merchants location. In yet another implementation, a customer purchases an appointment for a service from another customer that has the appointment scheduled with a merchant providing the service.
1. A computer-implemented method comprising:
predicting that a customer is likely to request a service based on historical data comprising attributes of different customers that have previously requested the service, wherein the attributes of the different customers comprise a plurality of following: an identification attribute, a preference attribute, an asset attribute, and a task attribute; and wherein:
a particular identification attribute is one of: name, gender, driver's license number, social security number, no-show performance, and home address;
a particular preference attribute is one of: level of feedback expected from service providers, type of service, whether to automatically schedule appointments for services, whether to allow another customer to purchase an appointment, physical exercise preference, whether to follow scheduled maintenance, a preference of a service provider for a given service, and service provider location preference;
a particular asset attribute is one of: primary care doctor, spouse/partner, home address, and vehicle identification number; and
a particular task attribute is one of: car repair, car maintenance, doctor visit, exercise class, training, haircut, and spa appointment;
determining that an appointment of the customer for the service is likely to require one or more electronic forms;
automatically populating the one or more electronic forms with information associated with the customer based on a permission specified in a profile associated with the customer;
assigning a machine-readable unique code to the customer and storing a representation of the unique code in the profile;
tracking a location of the customer via a location tracking sensor of a mobile device of the customer;
determining that the customer has arrived at a location of a service provider of the service based on information received via the location tracking sensor of the mobile device;
in response to determining that the customer has arrived at the location of the service provider, causing the unique code to be presented on a display screen of the mobile device; and
determining that the unique code has been scanned by a scanning device at the location of the service provider and, based thereon, electronically issuing one or more of the electronic forms to the service provider.
2. The method of claim 1 , wherein the determining that the appointment of the customer for the service is likely to require one or more electronic forms is based on historical data comprising attributes of different service providers that have previously provided the service and attributes of different customers that have previously requested the service.
3. The method of claim 1 , further comprising predicting that the service provider is likely to be selected by the customer to provide the service based on historical data comprising attributes of different service providers that have previously provided the service.
4. The method of claim 3 , wherein the attributes of the different service providers comprise a plurality of the following: an identification attribute, a preference attribute, a resource attribute, and a task attribute; and wherein:
a particular identification attribute is one of: business name, service sector, business address, gender, business license, on-time performance, operating hours, type of personal care provider, type of automotive service provider, type of building maintenance provider, type of training provider, type of transportation services provider, and type of healthcare provider;
wherein a particular preference attribute is one of: resource utilization, accept weekend appointments, automatic appointment triage, accept emergency requests, accept insurance, and type of insurance accepted;
wherein a particular resource attribute is one of: employee name, employee specialty, and current location; and
wherein a particular task attribute is one of: car repair, car maintenance, doctor visit, exercise class, haircut, and spa appointment.
5. The method of claim 1 , further comprising scheduling the appointment for the service on a calendar of the customer and on a calendar of the service provider.
6. The method of claim 5 , wherein scheduling the appointment comprises:
sending information to the mobile device to cause the mobile device to notify the customer of the appointment; and
after sending the information to the mobile device, receiving from the mobile device an indication of acceptance of the appointment.
7. The method of claim 5 , wherein scheduling the appointment comprises:
sending information to a service provider device to cause the service provider device to notify the service provider of the appointment; and
after sending the information to the service provider device, receiving fromthe service provider device an indication of acceptance of the appointment.
8. The method of claim 1 , further comprising:
determining a time of the service and a geographical location of the service;
identifying one or more previous appointments of the customer for a second, different service, the previous appointments having a pattern of being scheduled at times proximate to the time of the service, the previous appointments having a pattern of taking place at a geographical location same as or proximate to the geographical location of the service; and
automatically scheduling on a calendar of the customer an appointment for the second, different service at a time proximate to the service.
9. A system comprising one or more computers programmed to perform operations comprising:
predicting that a customer is likely to request a service based on historical data comprising attributes of different customers that have previously requested the service, wherein the attributes of the different customers comprise a plurality of the following: an identification attribute, a preference attribute, an asset attribute, and a task attribute; and wherein:
a particular identification attribute is one of: name, gender, driver's license number, social security number, no-show performance, and home address;
a particular preference attribute is one of: level of feedback expected from service providers, type of service, whether to automatically schedule appointments for services, whether to allow another customer to purchase an appointment, physical exercise preference, whether to follow scheduled maintenance, a preference of a service provider for a given service, and service provider location preference;
a particular asset attribute is one of: primary care doctor, spouse/partner, home address, and vehicle identification number; and
a particular task attribute is one of: car repair, car maintenance, doctor visit, exercise class, training, haircut, and spa appointment;
determining that an appointment of a customer for a service is likely to require one or more electronic forms;
automatically populating the one or more electronic forms with information associated with the customer based on a permission specified in a profile associated with the customer;
assigning a machine-readable unique code to the customer and storing a representation of the unique code in the profile;
tracking a location of the customer via a location tracking sensor of a mobile device of the customer;
determining that the customer has arrived at a location of a service provider of the service based on information received via the location tracking sensor of the mobile device;
in response to determining that the customer has arrived at the location of the service provider, causing the unique code to be presented on a display screen of the mobile device; and
determining that the unique code has been scanned by a scanning device at the location of the service provider and, based thereon, electronically issuing one or more of the electronic forms to the service provider.
10. The system of claim 9 , wherein the determining that the appointment of the customer for the service is likely to require one or more electronic forms is based on historical data comprising attributes of different service providers that have previously provided the service and attributes of different customers that have previously requested the service.
11. The system of claim 9 , wherein the operations further comprise predicting that the service provider is likely to be selected by the customer to provide the service based on historical data comprising attributes of different service providers that have previously provided the service.
12. The system of claim 11 , wherein the attributes of the different service providers comprise a plurality of the following: an identification attribute, a preference attribute, a resource attribute, and a task attribute; and wherein:
a particular identification attribute is one of: business name, service sector, business address, gender, business license, on-time performance, operating hours, type of personal care provider, type of automotive service provider, type of building maintenance provider, type of training provider, type of transportation services provider, and type of healthcare provider;
wherein a particular preference attribute is one of: resource utilization, accept weekend appointments, automatic appointment triage, accept emergency requests, accept insurance, and type of insurance accepted;
wherein a particular resource attribute is one of: employee name, employee specialty, and current location; and
wherein a particular task attribute is one of: car repair, car maintenance, doctor visit, exercise class, haircut, and spa appointment.
13. The system of claim 9 , wherein the operations further comprise scheduling the appointment for the service on a calendar of the customer and on a calendar of the service provider.
14. The system of claim 13 , wherein scheduling the appointment comprises:
sending information to the mobile device to cause the mobile device to notify the customer of the appointment; and
after sending the information to the mobile device, receiving from the mobile device an indication of acceptance of the appointment.
15. The system of claim 13 , wherein scheduling the appointment comprises:
sending information to a service provider device to cause the service provider device to notify the service provider of the appointment; and
after sending the information to the service provider device, receiving from the service provider device an indication of acceptance of the appointment.
16. The system of claim 9 , wherein the operations further comprise:
determining a time of the service and a geographical location of the service;
identifying one or more previous appointments of the customer for a second, different service, the previous appointments having a pattern of being scheduled at times proximate to the time of the service, the previous appointments having a pattern of taking place at a geographical location same as or proximate to the geographical location of the service; and
automatically scheduling on a calendar of the customer an appointment for the second, different service at a time proximate to the service.