Setting Your Meeting Location in the Booking Calendar
Summary:
This lesson revisits the crucial step of setting your meeting location within the Notary Success CRM, ensuring that your clients know where and how appointments will take place when they book a appointment. In a future lesson, we will teach you how to let the customer enter the meeting location when booking an appointment. Here’s a concise overview and key takeaways:
Steps to Set Your Meeting Location:
Navigate to Settings: Start by going to the settings section of your CRM.
My Profile: Select "My Profile" to access your availability settings.
Choose Meeting Location: Decide on the standard meeting location type (e.g., phone, Zoom, physical address) that you'll use for appointments.
Key Note: If you are a Mobile Notary, you'll likely want to use "Phone" as your primary meeting location so your client has access to your contact information and you can additionally follow up and work with the client to determine the place you will meet for the appointment.
Input Location Details: If using a phone or virtual meeting tool, ensure the correct contact information or link is provided. For physical meetings, include the exact address.
Update Profile: Make sure to save your settings to apply the changes.
Key Takeaways:
Clarity for Clients: Clearly specifying the meeting location in your booking confirmation eliminates confusion and ensures a smooth appointment process.
Flexibility: The CRM allows for various meeting types, accommodating in-person, phone, and virtual appointments.
Accuracy: It’s important that the contact information or meeting link provided is accurate and up-to-date to avoid miscommunication.
Checklist for Setting Meeting Location:
Confirm the type of meetings you’ll primarily conduct (phone, virtual, in-person).
Input the correct meeting details (phone number, Zoom link, physical address).
Ensure the information matches your preferred method of communication or meeting.
Save the updated meeting location details in your CRM settings.
By specifying your meeting location within the CRM, you streamline the appointment process for both yourself and your clients. Accurate and clear communication regarding where the meeting will take place helps in maintaining professionalism and efficiency in your notary services.