Are you a coach, consultant or practitioner who schedules client appointments? How do you accomplish that? Do you usually book through email or the phone? Do you manage the process yourself or have an assistant?
These are important considerations for the heart-based business owner.
If your business and services description is clear on your website, you may opt to use scheduling software to integrate with your website. A client merely clicks the date they want to schedule, and after an autoresponder email, they’re confirmed. The software integrates with your own online Google or Outlook calendar so you know who is scheduled when.
This works well for readers and other practitioners whose consultations have the same specifications – the length of time and other considerations are spelled out, which little need for questions or discussion.
There are dozens of great applications to accomplish this easily, such as TimeTrade, Accuity, or SetMore. Be sure that the software you choose offers payment options as well, so the client can schedule and pay at the same time. The client should receive some sort of confirmation email to remind them of their chosen time as well as any tips or advice you wish to offer.
If your business is more customized, you may wish to hire an appointment scheduler who you can train to answer questions and offer guidance. This assistant should be detailed oriented and focused, understanding not only your business but also the nature of a client’s needs. She or he should be able to keep track of time zones, confirmations and cancellations, and also should manage the payment process for you.
Regardless of how you choose to accomplish client scheduling, it is probably not in your best interest to manage it yourself. Think of how much time you could gain in your day if you only do your work, and not the scheduling of your work!
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