Options for booking & scheduling

By Rich Peterson
In 🌅 Now
1 Min read
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Depending on the industry, scheduling takes on many forms:

  • Via email “do 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.

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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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By Rich Peterson 11 months ago

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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