I’m sure that you wouldn’t give someone directions to a particular place you’ve already been without providing them with some additional instructions on landmarks and turns. You’d try to get them there the best way that you can by providing them with quick and essential steps. In a similar manner, before sending clients to your scheduling website, here are some landmarks to be sure to pass on your way to web scheduling success.
A Short Guide to Web Scheduling Success
Landmark #1 - Make sure you've set up appointment types, location, and staff members
Make sure that you've created your appointment reasons (services, classes, or courses). Also, be sure to set up your locations and create profiles for your staff members (or you can have them do this themselves). And then, make sure each staff member has availability for the services he/she offers.
To speed up the process, if multiple staff members have the same hours of availability, you can select each of them and set their hours in one fell swoop.
Landmark #2 - Specify your business' policies and procedures
We live in a world with rules and guidelines for us to adhere to. There are natural laws that are in place to establish order, and this highlights the importance of guidelines in everyday living. Show clients and customers your process for scheduling, rescheduling, and canceling appointments through the Policies and Procedures section of your online scheduler. Clarifying your guidelines before clients book with you can save you from running into difficulties with misunderstandings and wasted time in the future. We talk more about the Policies and Procedures section here in our post on "What's a Reasonable Cancellation Policy?".
Landmark #3 - Customize the look and feel of your web scheduler
Break away from the mold and make it easy for your clients and customers to recognize your brand's online scheduler. Feel free to:
- Add your business' logo
- Change the header text
- Change the background color
- Add a title and description for SEO
- Change your scheduler's web address (web handle) to reflect your business
- And more!
By making these changes to reflect your brand, you'll help ensure that your clients or customers will feel connected when they visit your mini website to schedule an appointment or enroll in a class.
Landmark #4 - Set up a payment portal
Provide an easy way for clients or customers to pay for your services or classes by setting up a payment portal. For some businesses, requiring clients to pay upfront helps them to prevent lost time through no shows and also secures the client's time slot.
With our online scheduling system, there are several payment portals you can use to include Square, PayPal, Cayan, Stripe, and others. Also, if your clients pay on a schedule, you can keep track of their payments online with invoices. No more fumbling with record books and the chance of losing paper invoices by keeping your records online.
Landmark #5 - Test your web scheduler
You don't want to finish setting up your online scheduler to have your clients confused or flustered should you have neglected to add a service or include a staff member. Make sure that online scheduling is as smooth of a process as possible so that your clients will be delighted to book again with you without the hassle or calling or emails.
To do this, simply preview your scheduler and book a test appointment to make sure your settings are as you intend for them to be.
And those are landmarks that you need to pass on your way to scheduling success by cutting down on time wasted and focusing on building your business. We hope these tips will help and for now happy scheduling!