Creating An Automated Booking Calendar
Summary:
In this lesson, you will be guided through the process of creating an automated booking calendar. This feature allows you to never miss an appointment and ensures quick response and availability.
We'll cover the steps to customize the calendar, setting up appointment types, duration, buffer time, and minimum scheduling notice.
By the end of this video, you will have a seamless and stress-free appointment booking system.
Follow along with the video above or check out the step-by-step tutorial found below!
Key Note: Below are some additional helpful preparation steps and tips to ensure you are ready to set up your calendar!
Lesson Preparation Checklist:
Before diving into this training, ensure you have the following ready to make the process seamless:
List of Notary Services: Know exactly which services you want to offer and require a calendar for.
Service Durations: Determine the length of each service to set appointment durations accurately.
Buffer Times: Decide how much buffer time you need between appointments to prevent back-to-back bookings.
Scheduling Notice: Establish the minimum notice you require for appointments to manage your schedule effectively.
Date Range for Booking: Limit how far in advance clients can book appointments according to your availability.
Meeting Location Details: Decide on the standard meeting location for your appointments (e.g., phone, your office, client location).
Additional Tips:
Consider the types of appointments you frequently handle and group similar services together for easier management.
Review and refine your availability settings to reflect your actual working hours and preferred times for appointments.
Utilize the advanced settings to further customize each service calendar according to your business needs.
By following these steps and preparing accordingly, you'll efficiently set up your notary services calendars within the Notary Success CRM, enhancing your appointment scheduling process and improving your overall client experience.
Step-By-Step Tutorial: Creating an Automated Booking Calendar
