I’m sure that you wouldn’t give someone directions to a particular place you’re already been without providing them with some additional instructions on landmarks and turns. You’d try to get them there the best way that you can by providing them with quick and essential steps. In a similar manner, before sending clients to your scheduling website, I’d like to provide you with some quick landmarks that you should pass first on your way to web scheduling success.
“A Short Guide to Web Scheduling Success Without the Pit Stops”
Landmark #1 - Sign up for an online scheduler
We definitely need a mode of transportation on our way to scheduling success, and in this case the online scheduler is our vehicle. With an online scheduler, accepting client appointments is made easier, faster, and also handier in terms of capabilities. Handling is simple--sign up for an account, log in, set up your services and or classes, add staff members, add locations, and you’re basically ready to start the engine at this point. Let’s move on to our next landmark.
Landmark #2 - Rules & Regulations
We live in a world with rules that clarify guidelines to adhere to. There are natural laws that are in place to establish order, and this highlights the importance of the use of guidelines in everyday living. Show clients and customers your process for scheduling, canceling, and rescheduling appointments. For example, in order for a physician to operate on an orderly schedule, he or she must establish rules for late and missed appointments. The physician might inform patients on his or her scheduler that patients should cancel appointments at least 24 hours in advance of the starting time, and they do not then there could be a charge. This would help the physician to stay on track with his or her schedule for the day by encouraging patients to cancel appointments in a timely manner so that they are not penalized. Show customers your expectations up front by adding your policies and procedures to your web scheduler.
Landmark #3 - Clarify Client Expectations
We all have expectations concerning various issues, and with scheduling your clients have expectations as well. Some may automatically anticipate receiving a confirmation email from their newly booked appointment, but it is best to tell clients up front what they should be on the look out for from your end concerning their appointment. Tell your clients that they should receive an automatic email confirmation regarding their appointments, and if you choose, a text reminder within “x” number of hours (this depends on the time frame that you set). You can also inform clients that they will need to have their credit card on hand before finishing the booking process for your services and or classes. To add further information for your clients on your scheduler, simply log in to our BackOffice > Go to the "Scheduler" tab > "Welcome Panel" > and click the "Edit Welcome Text" button.
Landmark #4 - Keep your brand on hand
There are certain things to remember to keep on your person in case you may need them. In a similar way, you can maintain brand consistency with your scheduling website by adding and showing clients a description of your business, adding a logo, and adding staff photos and profiles. Show clients that there are being assisted by real people like themselves and express your brand’s image and what your business care about in those ways.
Landmark #5 - Stay organized
Having an unorganized stash of items in your car is not good and can get in the way if you have passengers. Keep your clients comfy by maintaining a scheduler that is organized and optimized for easy and efficient scheduling. For example, if you have ten or more services and several of those services fall under a particular category then you could use our service groups feature to help you arrange those services more neatly on your scheduler. If you own a car dealership and offer client services regarding purchases as well as maintenance services, then you could set up two service groups for your dealership. Give your clients the best experience when scheduling with you.
And those are landmarks that you need to pass on your way to scheduling success by cutting down on time wasted and focusing on building your business. Make unnecessary pit stops a thing of the past by trying out these tips today and letting us know how they have helped you!