The Home Depot: Redesigning Online Appointment Scheduling

Role: Analyst · Timeline: 3 months · Outcome: 14 of 19 participants preferred the new design; implemented on HVAC and Window pages

Project Context

When scheduling an in-home consultation, users rely on calendar components within service lead forms to select a convenient day and time. Through behavioral analysis, I found that the scheduling step in the HVAC and Window Installation lead forms was a major drop-off point. Only 50% of users who reached the calendar step moved forward, compared with about 80% at previous steps. To explore potential improvements, I led a usability testing test, supported by the Research team, focused on three calendar component variations: two customer-facing and one associate-facing.

The goal was to evaluate which design offered the clearest and most efficient scheduling experience, while identifying usability issues that impact task completion.

My Role

I led this project from identifying the problem through final recommendations, with guidance and regular feedback from the research team. My responsibilities included:

  • Drafting the research plan and usability test guide

  • Gathering and reviewing existing form and calendar research

  • Writing participant scenarios that mirrored real-world task completion

  • Designing and prototyping Calendar A in Figma for desktop and mobile views, a hybrid of the current HVAC Installation service page and the associate-facing calendar step

  • Moderated live usability testing sessions

  • Synthesizing participant feedback using affinity mapping in Miro

  • Presenting findings and recommendations to stakeholders

Research Testing Plan

Research Goals

  • Understand how participants interact with three calendar variations

  • Identify pain points, friction, and usability issues in the calendar step

  • Determine which variation performs best in usability, engagement, and task success

Methodology

  • Moderated usability testing with 19 participants (10 desktop, 9 mobile)

  • Participants scheduled an in-home consultation through embedded lead forms

  • Counterbalancing was used to minimize order bias

  • Sessions were conducted through UserTesting.com and lasted 30 minutes each

Participants

  • All 19 participants completed the task, and feedback patterns were consistent across desktop and mobile users

Tools and Platforms

The project leveraged several key tools and platforms:

  • Figma: I designed and prototyped Calendar A for desktop and mobile

  • Live pages: Calendar B & Calendar C were tested on existing service pages

  • Usertesting.com: Used to run moderated sessions and capture real-time feedback on all three variations

  • Miro: Used to build affinity maps that organized participant feedback into clear, actionable insights

  • PowerPoint: Used to create the findings presentation for stakeholders

What I Learned

After testing the three variants, I synthesized participant feedback using affinity mapping and identified key insights:

Calendar A (Windows: Associate-Facing Hybrid)

What Worked Well:

  • Participants found the calendar easy to use, with minimal clicks

  • The one-page form layout made the experience quick and simple

  • “Your appointment” confirmation before submission reassured users

“It was seamless… very simple, short, sweet and to the point.” – Participant 1

Pain Points:

  • Tooltip “Your Store Consultant’s Availability” caused confusion

“Is this important? Should I be paying attention?” – Participant 9

Calendar B (HVAC: Multi-Step Form)

What Worked Well:

  • The calendar was clear, and unavailable dates and times were visually distinct

Pain Points:

  • Participants disliked having date and time split into separate views

  • The form placement in the hero banner felt too small and hard to focus on

  • The notes field lacked helpful placeholder text

“I don’t like how small it is... I’d prefer it fill the entire page.” – Participant 17

Calendar C (Windows: Multi-Step Form)

What Worked Well:

  • Users liked the flexibility of choosing month, day, and time

  • Participants appreciated that the confirmation page synced with calendar apps like Google, Outlook, and Apple.

Pain Points:

  • The “Time of Day” step felt vague and unnecessary

  • Excessive horizontal scrolling made time selection frustrating

  • Splitting contact information across two steps created confusion

“I don’t love time of day... I like to know exactly when they’re showing up.” – Participant 11

Key Takeaways

  • 14 of 19 participants preferred Calendar A for its clarity, speed, and simplicity

  • The one-page flow consistently led to better usability and higher satisfaction

Recommendations

  • Roll out Calendar A across service pages for a consistent experience

  • Remove unclear tooltips like “Your Store Consultant’s Availability”

  • Add calendar sync to all confirmation pages

  • Consider moving from embedded hero banner forms to iframe forms for better visibility

  • Validate Calendar A through an A/B test on HVAC and Window Installation pages before scaling

Key Takeaways & Recommendations

Outcome & Business Impact

In my findings presentation, I showed stakeholders that the multi-step calendar flows were creating friction, from split date and time views to vague steps and excessive scrolling. Based on these findings, I recommended adopting Calendar A. The team added it to the A/B testing roadmap, and later implemented its layout and functionality on the HVAC and Window Installation service pages.

By adopting a simpler scheduling experience, The Home Depot aims to:

  • Reduce drop-off at the scheduling step, which my behavioral analysis identified as a problem area

  • Increase completed consultation requests by making scheduling faster and clearer on desktop and mobile

  • Create consistency across service pages with a shared calendar pattern

The study also gave the team a shared reference point for future calendar decisions across service categories, replacing debate over which pattern was clearer with participant evidence.

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The Home Depot: Simplifying the Online HVAC and Window Lead Forms