At some point today did you feel like you needed a moment of chill?
Were you frazzled by sticky notes taking over your computer screen? Documents crawling across your desk? And having to re-check staff schedules for rescheduling or making cancellations?
If so, let your time reading our post be one of those “chill” moments as we talk about finding some sanity for your workplace procedures.
Welcome to Week 1 of our Productivity Challenge for Businesses!
As you may have guessed it, this week is about finding some sanity for your everyday business scheduling needs. As a business owner or staff member who takes appointments, your routine might include keeping up with client records via spreadsheet documents, jotting down or typing in appointment information, tracking clients who check in, tracking cancellations, managing rescheduled appointments and more (just so you have an idea).
And with all of these responsibilities on your plate, you can easily see how the time designated for each activity can add up, costing you time that could be put towards business growth & development, staff development through training or conferences, or even just being able to leave the office on time to pick the kids up or make it to a ball game.
What I think most of us would like to be able to do is to sustain optimal functioning of the business or meet business goals and feel less overwhelmed and swamped by our routine activities. Out of your responsibilities, which out of the following do you find to be the time consuming?
Checking schedules before confirming client appointments
Creating and managing client records
Handling cancellations and reschedulings
Keeping track of client check-ins
This list could be leaving out many of your routine activities, but let us know in the comments box below which of the 4 take the most time to complete. If yours isn’t listed, feel free to share it with us.
So since today we’re going to start our journey to smoothing out our routines, let’s begin by taking the first actionable step: signing up for your very own online appointment scheduler.
When automation is the better option, certainly give it a try, and we believe you’ll find it a lot easier to manage with our online scheduling system, which you can try free for 30 days on the plan of your choice so that you can check out our super helpful features.
As we move forward with the challenge, you’re going to need to have an account with us, and this is the first step we’re going to take today in achieving more sanity with scheduling.
Go ahead and sign up for your free 30 day trial (No card required at the time of sign up) by clicking the button below:
Once you’ve signed up, you’re going to be guided through a series of steps that include setting up a service (1-on-1 appointment) or class (group session) for your business. Once you’ve completed this step, then awesome for this week! You’ll notice once you're logged in that there are several other steps you can take to optimize your scheduler, but for now you’ve completed the basics to get started taking appointments online. But, here are some bonus steps for our ambitious ones!
If you want to go ahead and take your scheduling to the next level, here are 3 more to-dos you can cross off your list for this week too:
Check your clients in? Go ahead and set up your check-in screen with this walkthrough here.
Do you have scheduling policies/procedures? Go ahead and add those to your web scheduler with this walkthrough.
*For our go-getters: Want to avoid back & forth emails with documents? Go ahead and allow your clients to upload documents when they book an appointment with you.
*Note - To use the file upload feature, you'll need to choose either our Professional or Business plans for your free trial. Afterward the trial period is over, if you want to continue using this feature, you'll need to enter your card information to continue using the plan you've chosen.
And those are some additional steps you can take after signing up and getting your account started for our challenge.
Still feeling on the fence but interested? One of our specialists would be happy to walk you through a demo if you have some questions or would like to learn more about how our online scheduling system can benefit your business' hectic schedule.
Once you've created an account with us, feel free to give us a shout-out here or on social so that we know you're joining the challenge!