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How Shopping By Appointment Improves Your Physical Store Experience

Many changes are happening in retail with the advent of digitization. This trend has only accelerated due to the lockdown in the years 2020 and 2021. As a result, several physical stores had to close temporarily. Shopping by appointment was the norm for a while. Or is it here to stay?

Table of Contents:

Complete guide for appointment shopping in-store

Over the past few months, I’ve talked to many retailers about appointment shopping. Many think that this is becoming increasingly important for the physical store. Therefore, in this article we look at the benefits shopping by appointment has for the customer. In addition, discover the tips & tricks for the store owners at the bottom of this page. How can you use it to increase sales and improve the experience for consumers? Furthermore, you will discover how to set up this process and we will share interesting examples.

Why customers do like appointment shopping?

Let’s focus on consumer needs for a moment. What drives them to come to the store, if everything can also be seen and bought online? This is mainly for the experience of the brand or product and the extra service that is required.

So, the main reasons for consumers to do appointment shopping is because their time is becoming more and more valuable and because they like to need customization or personal guidance.

Let us briefly explain these two points.

1. Personal service and experience

One of the most important consumer needs at the moment is the demand for customization and personalization. It is better to experience this in-store by appointment than just online. This may be slightly different for each industry, so here are a few examples:

For a jeweler possible situations are; selecting wedding rings or customization of a gold ring.

For a car company it could be a demonstration of a new car or the pick-up of a repaired car.

For a clothing store a tailor-made workshop in the shop could be interesting for the customer. For example, on color psychology.

In all cases, an expert employee must be available to help you. Therefore, shopping by appointment can give consumers the certainty that they are being offered a personal experience.

However, this is not a direct reason to only open by appointment, but it does provide the opportunity to offer consumers a personal experience during regular opening hours. For example, by greeting them with their name on arrival.

2. Time is money

Another important reason to visit shops by appointment is to save time.

Of course, there are still plenty of people who want fun shopping, but the customer’s time is also increasingly valuable. Especially if you are used to getting everything via the smartphone with a few clicks.

Therefore, coming to the store has a slightly higher threshold. As a result, people need more certainty about the effectiveness of their visit.

Remove these uncertainties with a website and by offering the possibility to come shopping by appointment. For example: is the product I’m looking for in stock in this store? What exactly do I get when I visit this store? Am I not standing in front of a closed door?

Advantages of appointment shopping for retail stores

What are the reasons for shopkeepers to start working with appointments? Let me list the benefits succinctly:

  1. Provide customers with a more personalized experience
  2. Collect more customer data
  3. Customers spend more time in the store
  4. Give customers more security
  5. Better distribution of peak moments
  6. Decrease cancellations
  7. Easier to build a customer relationship
  8. Increased customer satisfaction
  9. Better employee scheduling and payroll
  10. Improving the customer journey

1. Provide customers with a more personalized experience

As described in detail in the previous chapter, you can offer customers a personal experience with a personal approach and customization. For example, by greeting them with their name on arrival. Discover all tips to boost sales below this page.

2. Collect more customer data

The importance of collecting customer information is still often underestimated by physical stores. Yet this is the ‘new gold’ in the digital society. By giving people the option to register for a one-on-one session, you can easily collect customer and contact information. This is useful for reaching people again at a later stage with marketing tools.

3. Customers spend more time in the store

With shopping by appointment, consumers really reserve a part of their time to be in your store without distraction. This is a perfect opportunity to build a good relationship and possibly sell more.

4. Give customers more security

By offering customers a one-on-one session there is more certainty that the store visit will not be in vain or that they will be faced with a closed door.

5. Better distribution of peak moments

You have probably experienced it; one hour there is no one in the shop and the next hour there are three too many to help everyone properly. By scheduling timeframes, you can provide every visitor the best possible service. Furthermore, people will come more spread out throughout the day.

6. Decrease cancellations

Sometimes people have the idea to visit your store someday. If it is too non-committal, it can be postponed so much that it no longer happens. By setting a specific date and time, people are already making a small commitment to visit you. Of course, people will cancel or not show up sometimes, but make it easy for them to make the first move.

7. Easier to build a customer relationship

Spending more time without distractions also provides the opportunity to get to know a customer personally. Especially in the evening when it is quiet with perhaps a drink. You can also talk about other things than just the products. This is extremely important to turn a visitor into a returning customer.

8. Increased customer satisfaction

When people get an experience that exceeds expectations, they will be true ambassadors for the store. This attracts new customers. Not everyone wants to shop by appointment, but for more complex or personal services it has added value.

9. Better employee scheduling and payroll

Perhaps your business model will shift to being open by appointment only in the future. As it gives you much more control over effective payroll administration. Because you probably don’t need to have 3 people in the store during the day. As a result, you may suddenly be open more often in the evening or early in the morning. So, the flexibility has advantages for the consumer, but also for the management of employees.

10. Improving the customer journey

By setting up timeframes you can also better determine who has been in the store and when. In this way you can easily establish an extra touch point in the customer journey. This is very useful for doing marketing. For example, if it has been six months since someone last visited the store, you can (automatically) send that person an invitation or offer.

make appointment through website setup

How to set up shopping by appointment as a retail store?

Appointment shopping has advantages for both the retailer and the consumer. So, how can you efficiently add this process to the store? It is a pity if it costs more time and money than it pays off. Therefore, let’s investigate the five steps to get the best result and how to get started. In addition, it remains interesting to continue offering the flexibility of visiting without an appointment

Are you convinced that shopping by appointment is something for you? Discover the practical setup on your website to install the complete process for free.

Step 1: Exploring the possibilities

The first thing to consider is which products get added value with appointment shopping. Do you want to use it for specific services? Is it important that an invoice is automatically sent afterwards or should the customer be able to pay online?

In this first step, it is especially important that you discover the added value for your customers and how it can increase store sales or save time.

Step 2: Selecting the right system

Then of course you need the right tool to manage appointments. We’ve made a comparison of the best appointment scheduling software companies out there. Here we also describe the most important things to pay attention to when choosing the right software for a physical store. Furthermore, the nice thing is that these systems offer a free version to get you started.

In addition, it is also important that the process can be smoothly integrated with the current processes in the store. Because you do not want to work in too many different systems.

Step 3: Notify and brainstorm with employees

The most important thing is that you get the employees involved. So don’t let them ‘jump on a moving train’ but inform them right from the start. Make clear how the process will work and what will change about the current situation.

Also, do it in phases instead of presenting a complete plan right away. So first say “we’re going to test it to see what works and what doesn’t”.

Step 4: Testing the process

Make some types of appointments or make sure that only a specific service can be done by appointment. In this way you can discover more quickly what works and what is not so useful, before making major changes.

Then, in addition to step 1, try to see how the process can run in the best way. So how can people register? What is the experience during registration and during the appointment? How will the follow-up go? By going through this process yourself, you get a better insight into the areas for improvement.

Step 5: Inform your customers

Next, it’s important to make it easy for customers to schedule the appointment. So put a clear button on the website or ensure that the registration form is integrated on the website.

Then communicate on the Social Media channels and in the newsletter that people can now shop by appointment. Also mention the advantages of this for the customer. You may also be able to do something in-store with a banner or poster. Especially when it comes to registering for a workshop, for example. Make sure the sign-up link is easy. For example: www.mywebsite.com/appointment.

Step 6: Integrate with current processes

After a while, see what results it has delivered and what can still be improved. Also discuss these results with the team, so that you get more information. The entire process can then be optimized, because the features of appointment software are extensive.

An important key factor of automation is that it should be well integrated with the other systems, such as your CRM and marketing system. This could be the next step for you, if the process is becoming increasingly important in your business operations.

Great examples of scheduled shopping sessions

Let’s see how several other companies do this. How can you offer added value to consumers with one-on-one sessions? Because research shows that:

65% of people sometimes want to make an appointment instead of coming by spontaneously.

Apple

At the company Apple you can make online an appointment to visit the store. The nice thing is that you can also directly select the product you are interested in. The nearest store is also shown directly based on GPS. Check it out on their website.

Lululemon

This clothing brand with physical stores offers both virtual shopping and shopping by appointment in the store. They have a clear page with all the options, so that the customer can choose what is convenient for him or her. Check it out here.

Firestone

At this car repair company you can easily choose the location (or search) first and then immediately enter all necessary information. It saves a lot of time if the data is stored directly in the CRM. Because the employee no longer needs to add the data, but only has to confirm it.

They body center – Pilates Classes

This is a good example of how to arrange group events. First, you will see an overview of all dates and the number of places available. Then if you click on an option, you will see a summary of the event and you can register immediately.

Brown Thomas

Another good example is the beauty shop of Brown Thomas. They offer various types of services and you can select the right store first.

Headroom hairSalon

Another nice example is the Headroom Hair Salon. They have a very clear option on the website to book an appointment. They use Timely as their software system which is fully integrated with their CRM.

John the Plummer

This plumbing business has fully integrated appointment scheduling software. This is an interesting option for other companies that focus on services and less on products.

Tips on how to boost sales during a one-on-one session

With retail appointments you can increase turnover, manage your time better and increase customer satisfaction. Finally, we now share a list of all the tips to improve sales during the session. Share this with all employees, so you can work on it together:

  • Introduce yourself to the customer, so that you build a personal relationship.
  • Call the customer by name.
  • Always add and confirm the customer data in the CRM.
  • Place eye-catching posters or banners in the store.
  • Place a ‘temporary’ and cheap promotion on the counter that is easy to cross-sell.
  • Will there be children in the store? Place children’s items at children’s eye level.
  • If children come along, make sure they have enough distraction in a play corner.
  • Offer something to drink or eat.
  • Try to create the same experience online as in the store.
  • Create a personal offer
  • It’s like dating. So also try to find out more about your customer interests and add this in the CRM.
  • Send a handwritten thank you card a week after the visit.

Bring your shop to the next level

Hi, I'm George and I like retail and technology. Therefore, my passion here at Retailgear.com is to provide you with reliable information to automate and digitize your store. You can find out what we can do for your industry through our menu. Also, feel free to check out this updated list of retail tools.


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