Options for booking & scheduling


Depending on the industry, scheduling takes on many forms:

  • Via email β€œdo 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.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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