With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place.
One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that works best for your workflow. An example of a week’s availability could be:
Monday – partial availability for in-office appointments on booking calendar. Arrive in office for morning team meeting, then emails, then have afternoon as being open to having people book in-office appointments with 15-minute intervals between scheduling.
Tuesday – no availability on booking calendar. A member of your team can proactively go through your top client list (perhaps using a tool to view all your clients on a map) and book appointments that minimise travel time.
Wednesday – full availability for in-office appointments on booking calendar.
Thursday – no availability on booking calendar. A member of your team can proactively go through your top client list (perhaps using a tool to view all your clients on a map) and book appointments that minimise travel time.
Friday – partial availability for in-office appointments on booking calendar. Keep the afternoon free for team meetings and preparation for next week (perhaps tying activity to OKR benchmarks) and have the morning free for self-service bookings.
I’ll often add the option for self-service bookings of phone calls during in-office days or at intervals during an on-the-road day. Finally, by setting up your visibility settings well, you can show specific self-booking options to new clients, other booking options for existing clients and more generous booking options to VIP clients.
Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and …
Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course. I am looking for support with creating my content and designing my presentations (in Canva?). I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority …
How do I plan out my weekly meetings to avoid traffic?
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place.
One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that works best for your workflow. An example of a week’s availability could be:
I’ll often add the option for self-service bookings of phone calls during in-office days or at intervals during an on-the-road day. Finally, by setting up your visibility settings well, you can show specific self-booking options to new clients, other booking options for existing clients and more generous booking options to VIP clients.
Related Posts
How do I develop a web-based notes system for chiropractors and other health professionals?
Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …
How do I get more awareness & sales of my online course?
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …
Automating ActiveCampaign & Pipedrive
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and …
Course Creation VA
Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course. I am looking for support with creating my content and designing my presentations (in Canva?). I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority …