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.
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 run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
With the recent Government lock-down rules, you might be in the position where your café, restaurant or retail store can only serve people through online orders or takeaway. What’s the quickest, easiest, least-techie way to move your retail store to online ordering? Let’s first look at your experience options: Customer visits your store and orders …
Question: I’d like to do freelance writing in the naturopath space, any advice? Answer: Sounds fun! I’ll split up my advice into the work you can do for others and the work you can do on your own website. Naturopathy freelance writing Some basic steps to getting started in freelance writing as a naturopath are: …
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.
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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 …
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Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
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With the recent Government lock-down rules, you might be in the position where your café, restaurant or retail store can only serve people through online orders or takeaway. What’s the quickest, easiest, least-techie way to move your retail store to online ordering? Let’s first look at your experience options: Customer visits your store and orders …
Naturopath Freelance Writer
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