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.
More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log …
I once worked for a large financial services firm as a contractor. It was there that I met Reg (name changed). If you had to sum up Reg’s responsibilities, it was to produce a set amount of work, attend two meetings and notify people of the latest industry news. He had his set weekly work …
There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
I was providing some consulting to a growing toy company last week and loved working with a passionate owner, keen to try new things and streamline their processes. The main takeaways were: Start with a set distribution model but be open to defending your area position but adopting new channels. The owner was fixed on …
Options for booking & scheduling
Depending on the industry, scheduling takes on many forms:
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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More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log …
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I once worked for a large financial services firm as a contractor. It was there that I met Reg (name changed). If you had to sum up Reg’s responsibilities, it was to produce a set amount of work, attend two meetings and notify people of the latest industry news. He had his set weekly work …
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There are some parts of my job that sound so boring to my children that I should tell them about my day as bedtime stories. Building better systems and processes is one of them. Integrating apps is another. But the winner? Building intranets for businesses. For most people in a corporate environment (including myself), the …
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