In this episode Steve is going to teach you how to avoid the annoying back and forth chaos that is scheduling a meeting with a busy client or employee. By using calendar scheduling apps you can eliminate the often time consuming e-mail cat-and-mouse game of allotting time and automate and simplify your appointment calendar.  

 

KEY TAKEAWAYS 

 

• Using these apps you can book calls and meetings of different types, charge clients at point of booking, set up group meetings and classes and manage subscriptions. 
• The apps Steve has used are Calendly and Acuity and are quite similar and simple in operation. You can try these out for free for literally hours of time saved.
• You can sync your app with multiple calendars, so appointments booked over various calendars for different tasks, be them personal or business, are all cross referenced making it impossible for you to double book yourself. 
• They provide the ability for people to reschedule or cancel their appointment without having to contact you. The app will remove that appointment for you and free up that time slot for more scheduled tasks or meetings. 
• You can set up appointment reminders that not only act as memory joggers but can also inform and educate the client about your company or the nature of the upcoming meeting. Appointments can also be automated to start other tasks such as follow up emails or passing on a purchasing client to the next appropriate contact point. 
• You can use these apps to make yourself look busy. By clicking a few settings, the app will remove a reasonable looking amount of calendars appointment slots while still offering the client a reasonable variety of dates and times to book.
• You can integrate apps so, for instance, schedule zoom meetings and include the zoom link in the communication with the client. 
• When choosing which app to use, make sure to look at all your requirements, for example, its compatibility and integration with your current CRM or if it improves on the abilities of the calendar your CRM already provides. 

 

BEST MOMENTS 

 

‘I’ll also explain how to pick the right apps for your business because there are a few options out there, and I’ll hopefully guide you on some principles you can use when deciding which one to go for.’

‘It’s like having a personal secretary who is doing all your scheduling for you on your calendar without you having to worry about it or without paying a secretary to do it.’

‘If they cancel, you can even set it up so it will automatically send them an email saying ‘hey, you canceled your appointment, would you like to rebook? Here’s the link to rebook.’ Or just to follow up the way your business wants to follow up people who cancel.’

‘I always feel a bit dubious when I book in with a coach or want to speak to a sales guy about a product or service, and literally they’ve got every single appointment available for the next three weeks.’

‘For our podcast guests, we book people into our podcast by simply sending them a link. On that link there’s a form and it captures things like their bio, their social images, any links to things they want to promote on the podcast, and also asks them a bunch of questions about what they want to talk about. It takes all the work away from me.’ 

 

VALUABLE RESOURCES

Facebook Group: https://www.facebook.com/SystemsAndOutsourcing/ 

Website: https://systemsandoutsourcing.com/welcome-1 

YouTube: https://www.youtube.com/c/drsteveday   

The RIGHT Assistants For Your Business by Dr Steve Day  http://bit.ly/sys-10

 

ABOUT THE HOST

Steve used to be a slave to his business but when he moved to Sweden in 2015, he was forced to change the way he worked. He switched to running his businesses remotely and after totally nailing this concept he decided to spend his time helping other small business owners do the same. Steve’s been investing in property since 2002, has a degree in Computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing Methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

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