On your lunch break at work, you check out the app store to find a new to-do list app that will help you plan your day better. You download the third one on the list because it has a pretty good rating and the reviews seem to suggest that the app is helpful. Five minutes later and the app has finished downloading, you open it and find a host of selections. A tour screen appears, but there are too many directions to follow and you're feeling overwhelmed.
Not wanting to waste the time you've already spent, you try to figure out how to schedule a reminder for one of the items on your list and you finally finish setting it up within 5 minutes of heading back into the office. What a time drain that was, you think. And much like this case, when you find yourself being overwhelmed with selections in an app or while using software, one of the most helpful solutions when the situation calls for it is effective onboarding.
What is Onboarding & Why Request It?
Onboarding is a process that involves getting users or even new employees acclimated to a new environment. In today's post, we want to focus on user onboarding for setting up your online scheduler and how having a coach to walk you through the features can save you more time in the long-run. Instead of trying to determine which features would benefit your business the most on your own and testing them in your free time, by scheduling an onboarding session with one our coaches, you can be well on your way in less time and have some extra tips that you can use. Here are 6 ways that onboarding can save you more time from signing up to lifting off and setting your schedule on autopilot:
1. Have a Walkthrough of Our Easy Online Scheduler With a Coach
When you're not sure of the best route to get to a location, you seek assistance, right? Allow one of our coaches to provide you with a walkthrough of our easy online scheduler without having to set up your own account. By having a tour of our software, you can sit back and watch how certain features work and also ask questions along the way. Afterward if you feel that you would like to dive in with an account of your own, we can easily set you up so can be ready to get started taking appointments.
2. Learn Tips & Hints for Setting Up Your Services or Classes
What if your school offers private lessons for certain students, or your company would like to offer private seminars for selected clients or members? Not a problem! Let us show you how to create private services or classes and also be able to set up vanity URLs if you would like for your students or clients to schedule directly through a user-friendly link. You can also learn additional tips such as how to speed up the booking process for your clients or creating zip-code filters if you have multiple locations. These tips and hints can go a long way by learning them upfront.
3. Easily Maintain Brand Consistency By Customizing Your Web Scheduler
Branding counts, and when your established clientele can schedule appointments with you online and see your logo and branding colors when visiting your mini website, you won't have to be concerned with them asking if they've reached the correct web address. Keep your branding consistent by customizing the colors on your mini website down to the hexadecimal code (for our those who know a little something about graphics & web design). You can also add your logo and position it according to your liking. And here's one more tip, with our Professional and Business Plans, you can tailor your text message reminders to your brand's voice that can be sent out if your client requests a text reminder.
4. How to Market Your Services & Classes on Your Website & Social Media
It is highly important to let your clientele or students know what services or classes you have available on your website and through social media. One of the easiest ways to allow your clients or students to set up appointments with you on your website is through a "Book Now" button or by embedding a web scheduler. In another one of our posts, we also show you how to set up a Facebook Page and add a web scheduler so that you can take appointments through social where you may find many of your followers hearing about your business.
5. Learn About Additional Features That Can Help Your Business
If your office or shop can get crowded on certain days, our waitlist feature can be most helpful for letting clients or customers know that their spot is reserved and may have the opportunity to come open. This is just one of a number of additional features you can learn more about through an onboarding call to save you some time instead of trying to figure it out on your own.
6. Feel More Comfortable Using our System
Skip the shell-shock phase and get more comfortable using our system from the jump. We can help you determine which calendar view might be best when it comes to quickly and conveniently seeing who is on your schedule, and also help your colleagues or staff members with setting up their own schedules. We're here for you and want to help you save time by setting your schedule on autopilot with easy online scheduling. If after the onboarding process you still feel unsure, you can contact us for more support.
And those are 6 ways that the onboarding process can spare you some extra minutes in your day and help you become more familiar with our software. If you're excited and ready to get started taking appointments online, head on over to sign up free for 30 days to try it out for yourself or set up a schedule a call with us.
Our online scheduler for organizations and businesses was created to add some order to your chaotic schedule. We look forward to hearing from you, and until next time, keep calm and schedule on!