The service issues booking, customer, shift and staff data exports and the AI phone reception number application form through DocRelay.
| Customer | A provider of booking and shift management SaaS |
|---|---|
| Product | DocRelay |
| Adopted | October 2026 |
Challenge
A booking and shift management SaaS lets clinics and shops export booking, customer, shift and staff data for use in spreadsheets.
It must also produce documents in fixed formats, such as the application form for an AI phone reception number. Developing output code for each was expected to create a heavy maintenance burden.
Adoption
The company chose DocRelay because data exports and document creation can be handled on the same platform.
Data exports were built as Excel templates and the application form as a layout template, then checked in the test environment before going to production.
Results and current use
Data exports and the application-form PDF are issued from DocRelay. Formats are managed in templates, so changes can be handled flexibly.
The service no longer needs its own output code, and development can focus on booking and shift features.
The company plans to extend its use to other documents, such as notices for clinics and shops.
Key features
- Excel templates
- Layout templates
- CSV and PDF output
