Tagappointments

Scheduling Appointments

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To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a sales phone call and you like to book an appointment at the end of the...

I need to send reminder emails to my customers 30 days prior to expiry

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Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process by creating a code in the spreadsheet to email customer and business...

How do I plan out my sales appointments to avoid traffic?

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Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app to cut down on the time that sales staff were spending in traffic. The premise of the workflow was to have two days in the week where customers could book appointments during work hours (and have some buffer for...

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