Depending on the industry, scheduling takes on many forms:
Via email “do you have time…”
Via email (available slots)
Via self service website
Via website form then phone booking
Via phone
On-site post appointment
Via multichannel bookings
Via class bookings (regular)
Via group bookings (min number)
Triaged by other staff members
Via scheduler (individual)
Via scheduler (team)
Proactively using a route planner
Allocation at next available slot
As systems advisers, we look at your options around scheduling and booking to ensure that your client’s needs are met and that your process is as automated as possible. We’ll be exploring their booking & scheduling options, software that’s available and best practices in future posts.
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
Working for a client as a Podio developer, we created a SOP App to house the procedures that staff commonly performed. The app needed to be quick to reference, quick to update and display the information in the Podio mobile app and desktop easily. The company SOP app included: Name of Procedure Outline of Procedure …
I was providing some consulting to a growing toy company last week and loved working with a passionate owner, keen to try new things and streamline their processes. The main takeaways were: Start with a set distribution model but be open to defending your area position but adopting new channels. The owner was fixed on …
Build It In this stage we develop the core of your online platform: A professional website for your real estate agency business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage …
Options for booking & scheduling
Depending on the industry, scheduling takes on many forms:
As systems advisers, we look at your options around scheduling and booking to ensure that your client’s needs are met and that your process is as automated as possible. We’ll be exploring their booking & scheduling options, software that’s available and best practices in future posts.
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David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
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Working for a client as a Podio developer, we created a SOP App to house the procedures that staff commonly performed. The app needed to be quick to reference, quick to update and display the information in the Podio mobile app and desktop easily. The company SOP app included: Name of Procedure Outline of Procedure …
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