All posts by Jon Bradshaw

How to Stay Productive During the Summer Slowdown

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How to Stay Productive During the Summer Slowdown

When warm, summer days arrive, work may be the last place you and your team want to be.

It’s the time of year when many businesses experience significant decreases in productivity. Your employees could be on vacation or taking a personal day. Or they may need time off to care for children who are now home because schools are closed. 

All of these factors can make your workplace look like a legit ghost town during the summer. 

It’s no wonder that workplace productivity usually drops 20% during the hottest days of the year, according to a Captivate Office Pulse study. 

So how can you transform the annual office work slump into a productivity jump? Here are six ways you and your staff can stay productive all summer long.

1. Emphasize Exercise 

It’s no secret that an active body equals an active mind. Studies have shown that there are tons of connections between exercise and productivity.

Along with all the physical benefits exercise brings, it also improves memory, cognitive skills, and mood. All these are factors that can make your employees healthier, happier, and way more productive at the workplace.

So how can you reap these benefits for yourself and your team during the slow, summer months? 

If your office has (or is near) a gym, encourage your employees to get in a quick workout during the day. Or take some brief time out to do a fitness class like yoga, spin, or Zumba. You and your team will appreciate the extra energy boost and glow that a good workout can bring.  

2. Encourage a Growth Mindset 

The workplace should always be a place that encourages growth for everyone. Many businesses experience sales lulls in the summer as clients go on vacation and responses slow to a trickle. That dip in activity makes summer a perfect time for you and your team to update knowledge or learn new skills you need in the workplace.

By focusing on growing your knowledge, you and your team members will be prepared to provide solutions that the company needs. For example, you can organize summer training for skills such as web design, social media marketing, communication, or leadership. You can also offer e-learning courses that allow employees to study at their own pace, away from the office.

3. Conduct an Office Clean-Up

With many of your employees out on summer vacation, why not seize the opportunity to organize the office? Organizing your office setup may not seem exciting, but it plays a big part in keeping productivity levels up at the workplace. A clutter-free space contributes to clutter-free minds.

A summer cleanup can be as simple as sorting and putting items where everyone can find them. Clear filing cabinets of outdated documents and tidy shelves. Do an inventory check of office supplies and restock any that are needed. Buy desk organizers, whiteboards, or any stationery that you think will help life at work go as smoothly as possible.

4. Embrace Flexible Work Arrangements

Who wants to slog away in an office while warm weather and endless sunshine beckon outside?

It may seem counter-productive, but if you want your team to get more work done during summer, consider reducing work hours. You can experiment with a four-day workweek in the office or have reduced hours on certain days.

For example, Iceland saw productivity rates go up when workers participated in trials where they worked a four-day week. It was considered an “overwhelming success.” Now around 85% of workers there can choose to work a four-day week with the same pay. 

Recent studies have also shown that employees are more productive when they work from home. Because of COVID-19, many companies have already adopted remote working. For your employees whose children are on summer vacation, it’s a solution that lets them work and be with their families. Because workers feel like they have more freedom and control over their work, they ultimately get more work done.

5. Take Time to Get to Know Each Other

Between WFH arrangements and employee vacations, summer can make your workplace look like it’s perpetually in the midst of mass exodus. The last time you counted, it was just you, a few colleagues, and the office fish left behind. 

Although engaging with this depleted group may not sound tempting, this is a good time to get to know whom you’re working with. If you make time to interact with your staff, it almost always results in better communication and increased productivity. Those who might feel stuck in the office while their peers are off recreating will appreciate your overtures.

You can make interaction easier for introverts and extroverts alike by organizing work lunches away from the office. It’s a nice way for everyone to get to know each other outside of the work environment. It is also an opportunity for you to get feedback from your employees on company or personal issues they may face.

Team-building activities are another fun way to get people talking with each other. A group hike or family picnic can go a long way toward creating positive feelings among your employees.  These positive vibes often lead to stepped-up productivity when employees get back to the office.

6. Process Vacation Requests in Advance 

According to a study by Healthline Media, 50% of Americans plan to take a summer vacation this year. This could mean that half of your staff would be unavailable at some point during summer if vacations aren’t planned in advance. Productivity will take an instant hit just because there are not many people working.

Having employees submit vacation requests before summer starts is key to ensuring that there are always enough people at the office to keep work flowing. In addition, it allows your HR department to find fair ways to deal with those who have conflicting vacation times. They can also make plans to hire temporary staff if needed.  

Summers Don’t Have to Mean a Productivity Slowdown

If you plan ahead, summer months don’t have to mean reduced productivity for you and your team. Less office work and extra time mean everyone is able to spend more time on personal and professional growth. You can also use this time to recharge your mind and body for busier days that will come.

Less Is More: People Will Attend Your Meetings When You Make Them Painless

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Less Is More: People Will Attend Your Meetings When You Make Them Painless

Workplace meetings often bring to mind the opening scene of John Hughes’s “Planes, Trains, and Automobiles.” Like Steve Martin’s character, you’re probably familiar with long, boring meetings that consistently run overtime. Stuck with a boredom-induced headache, you start daydreaming about everything else you could be doing with your day. As the meeting drags on further and further beyond its scheduled endpoint, you watch the clock in growing irritation. 

Fortunately, workplace meetings don’t have to be an annoying waste of everyone’s time. The key to productive meetings lies in making them brief, focused, and as considerate of people’s time as possible. No one will object to attending your meetings when you do your best to make them painless. 

Do the Needed Prep Work

Before scheduling a meeting, begin by determining whether it is truly necessary. There are many scenarios where the information covered in a meeting could be communicated perfectly well in another, less time-consuming way. We’ve all heard the lament: “This meeting could have been an email.” Some meetings could even be a Slack message or a comment thread in your project management software. Make sure yours isn’t one of them.

If you decide that a meeting is absolutely necessary, the next step is to plan the meeting. Meetings should have a goal and an agenda before the invite goes out. 

Without an agenda, a meeting can easily lose focus or run into overtime. Your agenda should state the meeting’s purpose and the topics to be discussed, by whom, and for how long. Attaching the agenda to the meeting invitation will allow attendees to ask questions or propose other subjects for discussion beforehand.

Once you have a written agenda, go ahead and schedule your meeting. While it can be tempting to cram a meeting into any open time block, some slots are more eligible than others. A U.K study found that 2:30 p.m. on Tuesday is the ideal meeting time, but any midweek, midafternoon slot should suffice. Use your team’s calendar app to find a time when all the necessary participants can attend. 

Keep It Concise

A general rule of business writing is to use as few and as simple words as possible. The same applies to running a productive meeting. Avoid lengthy statements and steer clear of jargon. And remember that meetings aren’t supposed to be a one-way mode of communication. Open the floor for discussion, asking questions of attendees and inviting them to raise questions of their own.

That said, be mindful of losing focus during the meeting. Confine the conversation to agenda items and table unrelated topics. More narrowly focused subjects can often be handled better in smaller settings. 

In a meeting, less is always more. You want to make sure attendees aren’t overwhelmed with information. Meetings should convey enough information to enable a decision on some issue or the setting of action items. If you find yourself citing chapter and verse, you should be sharing a document instead.

Add Some Creative Flair

Meetings can’t be painful when you make them fun. With some creative thinking, you can add aspects to meetings that encourage camaraderie and deter boredom. Brainstorming new ways to run meetings can be a great way to engage participants and add some excitement to the office. 

If this sounds frivolous, note that these add-ons can be fun while helping to keep your meetings on track. At Buddytruk, for example, the team has a surefire way of ensuring its meetings end on time. If one runs over schedule, the last person speaking has to do 50 pushups. At Just Fearless, attendees get their chairs taken away when the time’s up.

Not only do these tactics encourage team bonding, they also make it clear to attendees that their time matters. When your meeting participants know you value their time, they will respect you more in turn. 

Probe for Pain Points 

OK, so you’ve tried to hold a painless meeting. You let your attendees know the meeting’s goal and provided a clear agenda ahead of time. You encouraged a discussion that was free-flowing but on point. You even introduced a few fun — but focusing — elements to the proceedings. How did it go?

Meetings don’t always run perfectly, no matter how hard you try. Instead of striving for perfection, strive for continuous improvement. 

As with most things, feedback is the best way of judging the productivity and success of your meeting. You can get a lot of natural and authentic feedback just from gauging attendees’ reactions during the event. If attendees look distracted or bored, it’s probably a sign that the meeting isn’t proving as effective as it could be. If they pull you aside to ask tons of questions afterward, that’s another indication the meeting didn’t convey needed information effectively.

Sending a short survey directly related to what was covered in the meeting is another good strategy for eliciting feedback. It will help you figure out what was clear to attendees and what wasn’t. You might also ask them to rate the meeting or state what aspects they liked and didn’t like. This information will help you make future meetings even more pain-free. 

To show meeting participants you appreciate their time and attendance, it’s a good idea to touch base with them afterward. A simple thank-you email can make attendees feel valued and respected — and more willing to turn up at your next meeting.

Strengthen Your Budgeting Resolve by Enlisting Your Daily Planner

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Strengthen Your Budgeting Resolve by Enlisting Your Daily Planner

Many people create budgets to help stay on track with bills, savings goals, and fun money. Some are more detailed than others in their budgeting, but it’s important to at least know what your income is and how much your fixed bills are each month. What’s left is what you live on. Even though you may set out with the intention of tracking your expenditures, it’s easy to end up with more days in the month than money left in the bank.

Why is that? Well, it could be that you have a “set it and forget it” mindset when it comes to budgeting. Maybe you created a rough budget several months or years ago when you got a new job or bought a new house, but now you don’t look at it each month. 

Strengthening your budgeting resolve first comes with paying attention to your plan for your money. People typically excel in what they put their focus and time into. It’s amazing what you can accomplish by setting your priorities. Scheduling time each month or each pay period to look at your expenses and budget can be invaluable. Here are four ways you can make sure this happens:

Make Budgeting Appointments in Your Daily Calendar

Set up an appointment on your phone or through your online scheduling app to remind you to budget. You make appointments for doctor’s visits or to remember to buy a gift for your niece’s birthday. Keeping track of your budget is important, so set a reminder for that, too. These reminders provide an ongoing visualization that can help you make more informed decisions when the temptation to spend arises.

If you haven’t been using your phone for online scheduling, check out some options online that would work best for you. If you’re a Gmail user, you might find Google calendar the ideal platform. If you love all things Apple, you can use your iPhone’s calendar. Whatever you like using, stick with it. 

Create Calendar Reminders for Bill Due Dates

Setting personal budget meetings helps you stay on track with your budgeting and financial goals. These meetings are a great way to see your overall financial picture and where you stand in sticking to it. To help you stay on target even more, you could take it a step further and add calendar appointments for your bill due dates and to mark your paydays. 

Adding these to your calendar lets you easily see when money is coming in and going out of your account each month. The month-at-a-glance perspective allows you to check on this in an easy-to-manage format. If you have a hard time remembering to pay your rent or electric bill on time, this can be a huge help and keep you ahead of the game. 

Increase Your Budgeting Appointments During High-Cost Times of Year

Are there certain times during the year where you’re more tempted to spend? If so, increase your budgeting meetings during those times. If you go nuts over the Christmas holidays, purchasing cute decorations, gifts, and holiday treats, schedule your budgeting check-ins every other week or every week after Thanksgiving. Hold yourself accountable and keep tabs on how much you’re spending. 

Maybe summertime is when you relax and let loose with spontaneous beach trips and long weekends to see friends and family. If so, this might be the time of year to keep up with your budgeting meetings or add in more. Even if you’re going on vacations or other planned trips, if you don’t set a budget, you may have the stress of tight finances when you get back. 

Do yourself a favor: Create a vacation budget before you go. It gives you permission to spend and won’t leave you guessing when you get home. 

Make Long and Short-Term Budgeting Goals

Not only do your budgeting appointments keep you accountable, but they can also be used to set goals and timelines. Establish benchmarks for where you want to be financially. If your goal is paying off debt, for example, break this large goal down into smaller, measurable goals

Put your target pay-off date in your calendar way off in the future. Then, determine how much you hope to pay off quarterly or monthly. Put those smaller goals into your scheduling app. When you get the reminder, look at your progress. You can then adjust accordingly. 

Maybe you’re hitting your goal faster than you thought. That could light a fire under you to reach the goal even faster. If you’re lagging a bit, look into the reasons why. Maybe you ate at your favorite restaurant too many times last month and need to rein in your spending a bit so you’ll have more left to throw at your debt payment. This method can work well for saving goals, too.

Putting an important meeting, workout, or friend call on your calendar helps you stay committed to what’s important to you with regard to work, physical health, and personal relationships. Why not do the same for budgeting? Enlisting your calendar to hold yourself accountable can go a long way toward helping you meet your financial goals.   

‘Where Did We Lose You?’ Detecting Breaks in the Appointment-Making Chain

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‘Where Did We Lose You?’ Detecting Breaks in the Appointment-Making Chain

As great as it is in every way, online appointment software isn’t a cure-all for all of your customer experience issues. If you fail to look beyond the software, you’ll overlook the unseen frustration customers experience, which eventually will force them away.

Check out these tips for detecting and fixing some of the invisible breaks in the customer experience your clients may be having. Catching and resolving them in the early stages will keep your retention rates high and make sure every review your company gets is a positive one.

Waiting on Hold

This one is for all the businesses that still aren’t using appointment-scheduling software. Phone conversations can be some of the most important interactions your business has with customers — and the most likely to get messed up. 

Hold times are typically the first offender, with customers getting frustrated by being put on the back burner. In fact, 40% of consumers in a customer service survey stated that waiting on hold for more than five minutes irritated them more than anything else. 

In addition to long hold times, few things are more frustrating than getting routed from agent to agent trying to find the right person to help you. Nearly all of this can be avoided by using online appointment software. Many questions can be answered instantly, and a smooth booking process is practically guaranteed. This eliminates the need to even contact a customer service agent. 

Long Page Loading Times

Another test of customer patience is your website. Online appointment software won’t do you much good if your website takes forever to load each page. If a customer is stuck on a loading screen for too long, they’ll ditch your company entirely.

A key point to look at is mobile optimization. Your appointment system might run flawlessly on a desktop computer but not scale down to mobile use as well. A growing number of consumers will book appointments on their smartphones, so you need to make sure that loading speeds (and the resulting displays) are viable for them.

Spammy Marketing Tactics

It’s perfectly understandable to get antsy waiting for customers to book appointments. This is no excuse to let your marketing tactics get out of hand. If your marketing and messaging seem spammy and annoying, you’ll push customers away rather than draw them in. 

The thing is, sending messages to clients is important, so you need to find a balance. The best-case scenario is that customers opt into messaging, but many will miss the fine print. Try to limit yourself to one message per week max if it doesn’t pertain to an active appointment booking. 

You have a little more leeway with messages sent as appointment reminders. Your customers will appreciate a few nudges leading up to their appointment so that it doesn’t slip their minds. Daily reminders, however, would likely be a bit much. 

Restrictive Communication

Let’s say you’ve got your online appointment system up and running. While this should do most of the heavy lifting for you, it can’t be your only method of communication with customers. Restricting communication in this way will potentially alienate them from your company and prompt them to move on to others.

Keep multiple lines of communication open, each with a specific purpose. Phone lines will still be useful for customer problems or to discuss small details that might get missed by a program. Sometimes it’s nice to speak with another human being about the questions and concerns you might have. Social media can be used to answer quick, informal questions about your service. 

The best part about online appointment software is that it’s open 24/7 for customers to use. You can expand on that by including a chatbot on your website that answers simple questions for customers booking appointments outside of business hours. While this doesn’t provide the human touch, it helps you communicate with customers at all hours of the day. 

Hidden Fees

The second a hidden fee shows up in a bill, the customer receiving it will be gone. Transparency is crucial for businesses in 2021, where a host of global and societal issues have made consumers ever vigilant. Don’t be the company that tries to sneak in hidden fees to take advantage of unsuspecting customers.

If you do need to attach a fee to something, just be open about it. Explaining why credit card processing fees exist is much better than sneakily adding them to a bill. This goes for any fee that is involved in your appointment booking process or the services you provide.

Lack of Accessibility

Online appointment software is incredibly easy to use. However, there are people who will need some extra assistance to work through the booking process. In fact, the Americans with Disabilities Act of 1990 states that it’s your duty as a business to make sure your services are available to all.

So look for ways to make your website and booking process accessible to everyone. Text-to-speech, voice commands, and different visual settings are just a few things you can do to make your online system accessible to people of all abilities

It’s easier to move obstacles than to coach your customers over them. Identify the snags in your own system so that every customer feels comfortable and cared for. That way, they won’t take their business elsewhere, and both sides can stay happy. 

Appointment-Making in the New World of Remote Work

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Appointment-Making in the New World of Remote Work

Businesses navigating through the treacherous waters of 2020 all learned a similar lesson. It can be difficult to maintain meaningful engagement with employees because of remote work. 

Don’t get the wrong idea: remote workers can be just as productive as their office-dwelling counterparts, if not more so. The problem lies in connecting with remote work employees while keeping operations fluid. Engaged employees tend to be happier.

Whether your entire team is back in the office or not, using your scheduling software to increase engagement and deepen your connection with employees is a huge win. Here’s how you can begin to make that happen.

Use Video Technology

Whenever possible, use video technology to your advantage. Video is a powerful tool for connecting and engaging with remote work employees, especially when an in-person meeting is not an option. Video is more personable than a regular phone call, which eliminates the ability to do things like read body language.

Always include a link to a videoconferencing platform in your scheduling software. You might have hired a remote worker whom you have yet to meet in person. A video call will help you put a name to the face and enable you to connect with them better as a leader

Check In Regularly 

The past year was difficult for everybody. That should be a reason enough to commit to checking in on your employees more regularly. Whether they’re in the office or back at home, schedule one-on-one time with each employee to show that you’re there for them. 

Be wary, though, of becoming that boss who feels like a helicopter parent. Employee check-ins only need to be frequent enough to check progress and touch base with remote workers you don’t see often. They don’t need to be a weekly — and certainly not a daily — occurrence. Consult with each employee and come up with a routine that fits their schedule best. 

Remember that a check-in appointment doesn’t have to be a performance review. Ask employees about their family and hobbies or solicit suggestions on what you can do to make remote work easier. Each check-in should have the goal of incorporating the employee further into the company so that they feel more comfortable with their place in it. 

Make Hybrid Arrangements Work

If you do have a balance of remote workers and in-house staff, look for ways to formulate hybrid solutions that work for everyone. Your remote workers will be much more engaged when they feel like they’re a part of the entire team and not just a forgotten cog in the wheel.

Take staff meetings, for example. Would remote workers benefit from attending these meetings? If so, include them in your scheduling software invite list. Then put your tech skills to use to create a hybrid meeting that incorporates every attendee.

Planning a hybrid meeting isn’t as difficult as it might sound. All you need to do is set up a videoconference call with your remote work team and position it in a way that they can participate. A simple USB microphone and speaker will help with any audio troubles, and your remote workers will feel included. 

Broadcast Your Availability

With scheduling software, you can list availability for others to see. Your business can use this feature to book clients, or you can use it to show employees when you’re available for a visit. Broadcasting your availability will encourage employees to approach you with questions and comments they would otherwise keep to themselves.

Let’s say you have an open hour on Thursdays every week. Tweak your online scheduling software to reflect that. Soon, you might receive a call during that time slot from a remote work employee who has been dying to speak with you without seeming like an inconvenience. You’ll make a lot of progress with your employees when you welcome interaction like this with open arms. 

Include Some Fun 

Not every event you create with your appointment software needs to be so serious. A little bit of company fun never hurt anyone. In fact, it’s often promoted as a way to improve team bonding and reduce burnout. 

Be sure to plan some fun activities that even your employees that do remote work can participate in. While they may not be able to attend an office cookout, they can get together online to compete in a friendly game of Kahoot or Pictionary. This will provide an opportunity for the water cooler conversations that remote workers aren’t able to enjoy in an out-of-office setting. 

Coordinate Deadlines

Not every appointment has to be a personal meeting. Half the battle is coordinating the efforts of your remote work employees to make sure they’re up to speed with projects and are completing their tasks on time. Using appointment software to set deadlines should do the trick.

Perhaps all your employees who do remote work are writers creating content for social media and blog pages. Use appointment software to assign submission dates for each piece. The writers can work on their own schedule but have a calendar date that tells them specifically when tasks must be completed. 

An honest effort to engage your employees is all you need to start. Appointment software is just a means to this end. Look for ways to connect with both in-house and remote work employees, and you’ll see your team grow stronger together — and your business with it. 

Best Appointment Scheduling Software: 7 Apps for Business Scheduling

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A person manually setting up appointments without any of the best appointment scheduling software.

It isn’t fun to manually set up schedules, follow up with appointments, handle emergency bookings, and skim several calendars to see appointment dates. 

Creating manual appointments can cause you to lose customers and set back your business growth because your scheduling processes are all over the place. 

It gets worse if you continue to do this day in and day out every week.

What if you could streamline your appointment workflow in minutes, book customers faster, and make more money?  

The best appointment scheduling software streamlines bookings, messaging, payments, and other business scheduling. These booking systems help automate repetitive appointment processes and free up time so you can focus on your zone of genius.

Think of an appointment scheduler as your low-cost, super-efficient virtual assistant who doesn’t take breaks but continuously sets up meetings with your customers. It’s a must-have for all business processes and appointment types for an easier booking experience.

Here’s what you’ll find in this guide:

Appointment Scheduling Apps: Definition and Uses

What To Consider When Choosing Appointment Scheduling Software

Best Appointment Scheduling Software

  1. Appointment.com
  2. Calendar.com
  3. HubSpot Meetings
  4. Appointy
  5. Acuity Scheduling
  6. Calendly
  7. Chili Piper

Final Thoughts: The 7 Best Appointment Scheduling Software

Appointment Scheduling Apps: Definition and Uses

Appointment scheduling apps are a solution to manual tasks and processes for booking appointments. With these appointment schedulers, you can automate scheduling processes such as: 

  • Booking
  • Rescheduling
  • Cancellation
  • Follow-ups
  • Payments 

Your customers and prospects can access your appointment scheduling software through a simple URL and book meetings themselves. You can share the scheduling link to your booking page via e-mail and social media, or you can embed an appointment widget on your website and other business pages. 

Booking services has never been easier. An appointment scheduler erases the need for the tedious appointment setup, human error, and back-and-forth communications that characterize manual appointments. 

Appointment scheduling applications empower your clients to choose a time and date most suitable to them while letting you input your available hours. Your clients can book their own appointments without overbooking and stretching you thin. 

The Benefits of Appointment Booking Software 

A person looking at a computer screen reading the best appointment scheduling software reviews.

Here are some of the advantages of using appointment booking apps:

  • Online appointment scheduling software reduces the length of your sales cycle
  • Provides a better booking experience
  • The best appointment schedulers ensure you get paid faster
  • Enables your customers to self-schedule or adjusts their bookings
  • Reduces the number of no shows
  • Appointment schedulers eliminate manual tasks and stressful marketing
  • Prevents overbooking and scheduling errors
  • Provides automation to follow-up with customers
  • Saves you time, energy, and customers
  • Gives you the space to focus on your zone of genius

What To Consider When Choosing Appointment Scheduling Software

The best appointment scheduling software solutions have certain features that cut across them. Here are the five features you should look out for when choosing an appointment scheduling app for your business. 

Calendar Syncing

Calendar syncing is one of the most common features of the best appointment scheduling software. It’s essential to integrate your scheduler with your personal and work calendars. 

Calendar sync increases your efficiency by conserving your energy and saving time. This feature enables you to view your business appointments alongside your personal to-dos and holidays at a glance. 

Check for software that syncs to your Google calendar, iCal, or Outlook. It can be tedious opening one calendar after the other to see when you have appointments. 

Flexibility

Companies often have different appointment scheduling needs depending on their business type and niche.

The best appointment scheduling software solutions consider the versatility of the business world by offering several customization options. Some of these booking apps even create tailored interfaces to suit specific types of services. 

Understand your business’s scheduling needs before you invest in any appointment scheduler, as this will help you know what customizations your business processes need. Then, look for the appointment booking app that matches those needs. 

A person looking at their scheduling needs to determine the best appointment scheduling software for her business.

Easy Access

Your clients need to access your appointment scheduler from anywhere. Go for the best appointment scheduling software that provides multiple access points. 

Ideally, your appointment scheduler should provide a sharing link, integrate with social media platforms and messaging channels, and have website embed functions.

Payment Processing

One of the simplest ways to grow your revenue is to set up an easy online payment system. 

The best appointment scheduling software empowers you to automate payments alongside bookings so your customers can use a credit card or merchant website like Paypal to pay you quickly and easily. 

To reduce financial and time losses, you can have customers pay at the point of sale before the appointment kicks off.

Reminder Settings

Life gets busy, and so do people. Your customers will most likely have other things besides your meeting on their minds. That’s why you should send a reminder ahead of your meeting time to minimize the number of no-shows and emergency rescheduling.

This can be a hassle if you have to send follow-up messages every time you get booked manually. 

The best appointment scheduling software automates reminders, so your meeting attendees are always aware of their appointment time and date beforehand. 

Best Appointment Scheduling Software

  1. Appointment.com
  2. Calendar.com
  3. HubSpot Meetings
  4. Appointy
  5. Acuity Scheduling
  6. Calendly
  7. Chili Piper

Based on several appointment scheduling software reviews and features we analyzed, we’ve rounded up seven of the best appointment scheduling software you can use for your business. 

While the functions and pricing of these app schedulers vary depending on the businesses they support, your choice ultimately depends on your budget, business type, online booking needs, and marketing strategy.  

Here’s the breakdown of the seven best appointment scheduling software:

1. Appointment

Appointment.com is one of the best appointment scheduling software you’ll find online. This scheduler has been satisfying the appointment needs of various business types since 1999. 

The best part of Appointment.com’s software is that you don’t need a website or to install the app or sign any contracts before you start booking clients

So, whether you own a coaching business, health club, or tanning salon, Appointment.com has an appointment solution tailored to your unique requirements.

With Appointment.com, customers new and old can book an appointment with you whenever they want, be it day or night. They can also cancel and reschedule appointments themselves. 

An advantage of using Appointment.com so your customers can book appointments on their own is that it allows you to grow your customer base cost-effectively. 

Key features of Appointment.com:

  • Fast set up in minutes
  • Appointment book and scheduler
  • Full-fledged customization options
  • Gift cards and a tracking system
  • Syncs with calendars like Outlook, Google Calendar, and iCal
  • Appointment reminders and waitlists
  • Multiple locations, departments, and categories management
  • SSL encryption for customer transactions
  • Powerful API that allows for smooth integration with other systems
  • Extensive business analytics
  • Supports payments through PayPal
  • Compatible with any device
  • Free coaching call

Best appointment scheduling software for: Small businesses, both service providers and product sellers.

Price: Free 30-day trial. Plans start at $29/month (pay-as-you-go, monthly, and yearly plans available).

2. Calendar.com

Calendar

Calendar.com is a low-cost option among the best appointment scheduling software. It’s an effective bookable calendar and time management solution for solopreneurs and small teams.

Calender.com is an AI digital calendar that syncs across several devices that empowers you to plan bookings, events, time, and scheduling changes in a single dashboard view quickly and easily.

Key features of Calendar.com:

  • Lets you know when other Calendar users are available and create events around their availability
  • Analytics so you know how you spend your time
  • Support for teams
  • AI-powered — the software learns your schedule and customizes your experience over time
  • Supports Gmail, Office 365, and Outlook
  • Web embedding with white labeling
  • More than 2,000 app integrations with Zapier
  • Access to 24/7 support from the help center
  • Automated email notifications
  • Scheduling time slots
  • Shared and sub-calendars
  • Excellent user interface 
  • Available for mobile devices on the Google Play and Apple app stores 

Best appointment scheduling software for: Freelancers and small businesses looking for an effective, low-budget scheduling solution.

Price: Free (with limited features). Premium plans start at $6/month when billed annually. 

`3. HubSpot Meetings

HubSpot Meetings is a free scheduling tool that has what you need to take your hands off manual appointment scheduling. It’s completely free and one of the best appointment scheduling software you can use for your business.

HubSpot Meetings’ scheduling app empowers you to add form fields to your meeting page to collect important contact details, such as names, email addresses, and phone numbers. It’s an all-in-one field service management app that captures lead and customer data for future marketing outreach.

HubSpot Meetings integrates directly with HubSpot’s free CRM software and automatically creates records for new contacts so you can monitor and manage your appointments. You can also automatically log call recordings directly to your CRM.

Key features of HubSpot Meetings:

  • Syncs to Google Calendar and Office 365
  • Unlimited bookings
  • Round-robin meeting links that connect you or your sales rep to your prospects
  • Group meeting availability
  • Support for custom domains
  • Direct meeting scheduling
  • Video conferencing software integrations
  • Automated follow-ups
  • Automatic integration with HubSpot CRM

Best appointment scheduling software for: Businesses (small, medium, or enterprise) looking for a free, reliable appointment scheduling solution.

Price: Free 

4. Appointy

Appointy

Appointy is the best appointment scheduling software for you if you own a brick-and-mortar business. It makes it a breeze for companies with physical stores — in any industry — to book appointments while adhering to any applicable social distancing guidelines.

Whether you want to schedule appointments, resources, workshops, classes, events, or tours, Appointy will fulfill scheduling demands with its custom-made features.

Key features of Appointy:

  • Multi-channel bookings on platforms such as your website, Facebook, and Instagram
  • Group scheduling 
  • Zapier integration
  • Integrates with multiple payment apps, including Square, PayPal, and Authorize.net
  • Automatic reminders
  • Syncs with personal and work calendars, such as Google Calendar, iCal, and Outlook 
  • Integrates with video conferencing apps
  • Fair usage policy limit of 2,000 appointments a day
  • Unique subdomain

Best appointment scheduling software for: Brick-and-mortar business owners looking for an appointment solution that adheres to social distancing regulations.

Price: Free (with limited features). Premium plans start at $19.99/month when billed annually.

5. Acuity Scheduling

Acuity Scheduling

Acuity Scheduling, owned by Squarespace, takes out the stress and delays of manual appointment scheduling.

Acuity Scheduling is another one of the best appointment scheduling software because it lets you book appointments with clients in a way that allows them to see your real-time availability. This scheduling app also empowers you to send customized follow-ups.

Key features of Acuity Scheduling:

  • Accepts payments through Stripe, Square, and Paypal
  • Integrates with Zoom, Google Meet, and GoToMeeting
  • Integrates with 2,000+ other apps through Zapier
  • Syncs with Google Calendar, iCloud, Outlook, Exchange, and Office 365
  • Lets you offer coupons and discount vouchers
  • Optional support for client tips 
  • HIPAA-compliant for top-notch privacy
  • Integrates with Google Analytics
  • Integrates with QuickBooks and Freshbooks for invoicing and accounting

Best appointment scheduling software for: Businesses that want scheduling customization that fits their branding.

Price: Free 7-day trial. Plans start at $14/month when billed annually.

6. Calendly

Calendly

Calendly is one of the best appointment scheduling software that empowers you to connect your calendar and book unlimited meetings.

With Calendly, simply set up your schedule and automation, share your link, get booked, and it will automatically send out email notifications and reminders to clients who book with you.

Key features of Calendly:

  • Automates reminders and follow-ups
  • Automatic “thank you” notes
  • Connects to Zoom, Microsoft Teams, Google Meet, and GoToMeeting
  • Unlimited appointment and one-off meetings
  • Custom branded pages
  • Payment processes with Stripe and Paypal (Pro and Enterprise plans only) 
  • Webhooks automatically send updates to connected apps
  • Custom email and SMS notifications
  • Connects to Mailchimp, HubSpot, and Intercom
  • Tracks with Facebook Pixel and Google Analytics
  • Connects to Google Calendar, Office 365, Outlook, and iCloud
  • Available on both web and mobile apps (iOS and Android)

Best appointment scheduling software for: Individuals, small teams, and enterprises looking for low-cost customization and advanced features.

Price: Free (with limited features). Premium plans start at $8/month when billed annually.

7. Chili Piper

Chili Piper

Chili Piper is an effective scheduler designed to help B2B brands book meetings in one click and send automatic updates to their CRMs.

Chili Piper is one of the best appointment scheduling software that eliminates manual tasks and makes bookings and rescheduling easy. It also enables you to schedule multi-person meetings and hold conversations with ready leads in real-time.

With Chili Piper, when you send emails to clients, instead of adding a link to a landing page where they look through your calendar, you can add buttons for them to book meetings with a single click.

Key features of Chill Piper:

  • Instant web form scheduling
  • One-click booking
  • Flexible round-robin scheduling
  • Unlimited event types
  • Calendar integrations with Google Calendar, Office 365, and Outlook
  • Handoff meetings
  • Automated emails, email signatures, and SMS reminders
  • Automatic lead routing to CRM
  • Embeds within website
  • Group meetings coordinated using multiple calendars
  • Instant Booker plugin to schedule appointments from your sales tools
  • Tracks meetings, no shows, reschedules, and cancellations in your CRM
  • Team meeting templates and reminders

Best appointment scheduling software for: B2B brands and companies looking to schedule multi-person meetings at once.

Price: Free (with limited features). Premium plans start at $15 per user per month when billed annually (Instant Booker package).

Final Thoughts: The 7 Best Appointment Scheduling Software

As a solopreneur, small team, or large enterprise looking to book more customers and expand your business, you need an appointment scheduler to sharpen your functionality.

While manual appointment scheduling can cause you to burn out, lose customers, create errors, and ultimately lose your vibe, online scheduling software is the virtual assistant you need to book more clients with ease.

If you’re not using an online appointment scheduler, choose the one that suits your business and scheduling needs from our list of the seven best appointment scheduling software.

Ready to book more clients quickly and efficiently? Try Appointment free for 30 days.

5 Potential Barriers to Automated Appointment-Making

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5 Potential Barriers to Automated Appointment-Making

Automated scheduling makes life for appointment-based businesses so much easier. However, that may not be the case for all your clients. There are some potential accessibility barriers that every business must be aware of, especially when moving most of their operations to an online platform.

The Americans with Disabilities Act was signed into law in 1990 to help eliminate everyday discrimination against people with disabilities. This includes barriers to employment, schooling, and working with businesses. The internet has helped a lot of people with disabilities accomplish great things, but there are still struggles to overcome. Businesses should take the following factors into account as a strong first step toward making online scheduling available to all:

1. Visibility

The most common disability you’ll come across when operating online is visual impairments. There a variety of different issues that may affect your customers, each with its own required solutions:

Low Vision

There are lots of factors that can contribute to low vision, from cataracts and astigmatism to simple aging of the body. Individuals with low vision will struggle with small bodies of text, complex fonts, and poor spacing between words. Minor tweaks to your website and online appointment software, as well as enabling text enlargement as a feature, will accommodate their needs.

Some of your customers may be legally blind, rendering all the text and images on your website inaccessible to them. These individuals typically rely on screen readers to navigate the internet, getting all their information from sound. Read through your appointment process and see how each heading and set of instructions sounds in your head. If everything flows smoothly, you should be in the clear. 

Color Blindness

The average person can clearly distinguish different colors. Those who suffer from color blindness, though, lack such perception. This can be a challenge for them in many aspects of life, including working through websites that rely on color signals for navigation.

For example, red is a common color used to indicate an error in a form field that’s needed to finalize an appointment. Red can be a tricky color for many color blind people to identify, causing them to miss the details that require their attention. Using textures or symbols alongside colors will help direct them just as well as any other customer. 

Light Sensitivity

Some people are really sensitive to light, which can make it difficult for them to navigate your website if it includes bright colors. Many apps include a “dark mode” setting for this very purpose. Replacing white with black is a simple tactic that can make all the difference for those with high light sensitivity. 

You might think that adjusting the brightness on a device is enough, but don’t count on it. When looking to comply with ADA regulations, go above and beyond to meet the needs of every customer you serve. 

2. Hearing Impairments

While the internet is considered to be a primarily visual medium, there are certain aspects that only function with an auditory component. You might not realize that you’re alienating those with hearing impairments until you revisit your website with a fresh perspective. 

Does your website have a video that’s used to explain how your appointment software works? If you do, make sure that those with hearing impairments receive equal direction. Enable closed captioning or provide a transcript of the video so that all the information can be read as well as heard.

3. Dyslexia

Contrary to popular belief, dyslexia is not a visual problem. It’s considered a language-based learning disability that makes reading and writing a challenge. People with dyslexia are just as smart as anyone else. However, their brains have a harder time connecting letters and words together when reading things like your appointment booking portal.

Simple fonts such as Ariel are easier to process. Avoid using italics if possible, as this can cause letters to run together or seem foreign. In addition, videos and images can guide those with dyslexia through your appointment booking software if you make them an option. 

4. Motor Function

Motor skill disabilities pose another potential obstacle to online appointment booking. Trying to operate a sensitive mouse or trackpad can be frustrating for customers with even minor struggles with motor functions. Your job as a business is to make website navigation and appointment booking as easy as possible for everyone.

This demographic normally gets by through keyboard commands rather than a trackpad or touchy mouse. Make sure customers can navigate through your appointment booking software by using arrow keys and shortcuts. Even customers with perfect motor skills will appreciate having several options for website navigation. 

5. Sensory and Memory Issues

Ever experienced a sensory overload? When there’s too much going on in your vicinity, it’s practically impossible to focus. People with sensory processing issues can experience such sensory overload all too easily. If your online booking software is too loud and busy, it can be too overwhelming for these individuals to schedule appointments online.

There are also those with short-term memory problems who will struggle with a long and complicated booking process. Take time to evaluate how your online booking software can be simplified to cater to both of these types of customers, as well as anyone else who might simply be in a hurry. 

There are many unique disabilities and hardships that each of your customers push through on a daily basis. Get to know them so that you can serve them better, both through your online appointment software and your in-house service. You’ll feel a greater sense of satisfaction knowing that no customer will be turned away or feel discouraged when interacting with your business.

Your Appointment System Works for You. Does It Work for Your Clients?

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Your Appointment System Works for You. Does It Work for Your Clients?

If you use online appointment software, you’ll almost certainly love it. It’s amazing how the right piece of software can transform your entire business for the better. However, even if you’re happy with your appointment system, you need to know how your customers feel about it.

Every customer interaction you have provides an opportunity for feedback. The more opinions you get about your appointment system, the better service you can provide. Here are some ways you can get feedback from your clients at every step of their customer journey:

Send Email Blasts

While email is no longer everyone’s primary form of communication, it’s still a good way to seek feedback on your appointment system. Customers are likely used to receiving emails from you, so they’re the perfect spot to place some strategic survey links. 

Standalone survey emails are often deleted instantly, so incorporate your survey links into the emails your customers are already expecting. For example, add a survey link to the bottom of the confirmation emails you send when a customer books an appointment. Attaching a survey about your appointment system to an email thanking customers for their business could also do the trick. You can send them after each appointment or purchase.

Leverage Social Media

The average social media user spends nearly two and a half hours on digital platforms each day. That’s 150 minutes of opportunity for client interaction. You can use that time to target customers scrolling through their news feed. 

Surveys distributed through social media are visible and can be easily shared. They can also be packaged in a more attractive way than most other surveys.

Many businesses use social media to announce deals, events, and promotions to their followers. Use this knowledge to your advantage. Make customers who submit survey responses eligible for a giveaway. This will incentivize them to stop and answer questions about your appointment system rather than scroll right by. 

Use Built-In Wait Time

Keeping wait times for clients to a minimum is important. But customers will inevitably spend some time in your waiting room on occasion. This provides an excellent opportunity to pass along a small survey for them to take before their appointment begins.

Utilize the check-in procedure to get the process started. Once a customer signs in, ask them if they’d be willing to answer a few questions about your appointment system while they wait. Of course, you needn’t stop there. Your survey might also address the layout of the lobby or ask customers to rate their interaction with the front desk staff.

Update Customer Records

Not every survey about your appointment system has to be formal. Questions asked during an appointment will give you great, candid responses you’ll want to remember. To keep track of the information, record individuals’ responses on the relevant customer records. 

The patient portals doctors use are a great example of this. They allow doctors to keep track of patient responses during check-ups. Then they have all patient information in one place and can refer to the file as needed. 

Other industries can try a similar method. Online appointment software solutions that let you take note of any comments customers make could prove very useful. 

Run a Case Study

Is your company just now considering implementing online appointment software? There are things you can do to make the transition easier. Before you make the switch, run a case study with some volunteer customers. 

Identify customers who are willing to be your guinea pigs. Explain the new system and tell them that they’ll be asked for feedback about the experience. After a case study, you’ll know exactly how customers feel about your new appointment system before a full launch. 

Remember that when you run a case study, you should assemble a diverse group of volunteers. Older customers may have different questions and concerns about online appointment software than younger ones. Getting many perspectives will help you provide the best service to every customer who walks through your door. 

Add a Feedback Box

Making it easy for clients to share opinions can get you more respondents. So add a feedback box to your website. This will encourage customers to share their thoughts about your appointment system even when they’re on the website for a different purpose. 

A website feedback box acts just like a physical suggestion box you might have seen at a store or in your workplace. Online, the box may be a small chat bubble or even use a chatbot. Visitors can quickly jot down a thought and submit it in seconds. Plus, these feedback boxes catch customers at a moment when they’re naturally interacting with your website. This will make their responses more authentic and valuable. 

A customer might be using your online appointment software and make an immediate judgment. Maybe they think the layout is a bit cluttered, or they’re struggling to find a vital piece of information. Putting a feedback box right on the website will give customers a chance to share their insights. If it’s not there, they might forget the thought — and you might lose an opportunity to improve your business. 

As you gather feedback from your customers, be sure to put it in use. Businesses that strive to improve themselves in order to please their customers are the ones that stick around the longest. An appointment system that’s efficient and helpful is an important part of the client experience. Keep your customers happy by using the right system and taking their comments and concerns seriously. 

Leveling Up Your Respect for Your Customers’ Time

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Leveling Up Your Respect for Your Customers’ Time

They say that time is money. The problem is that while you can make back your money, you can’t regain lost time. That’s one reason respecting your customers’ time is one of the most important things your business should strive for. 

Customers who feel that they and their time are respected will more likely remain loyal to your business. Loyal customers increase revenue, reduce turnover, and provide referrals that will further grow your business. Here’s how you can make sure you’re respecting the time of every customer who walks through your doors:

Always Start Appointments on Schedule

When your customers commit to an appointment, they’re offering up their precious time to your business. Starting every appointment on time shows them that you respect the time commitment they make. 

There are many reasons why an appointment might start late. An employee might get stuck in traffic, or the previous customer might be tardy, pushing subsequent appointments back a few minutes. You can avoid delaying the next appointment’s start time by scheduling some wiggle room between appointment slots. Alternatively, you might have one of your employees begin serving the customer — bringing them a beverage or handling their paperwork — until their scheduled service provider is available.

Send Reminders in Advance

Reminders are one of the most effective tools businesses can use to prevent no-shows and late arrivals from happening. However, when you send the reminder is also important. Reminding customers about their appointment only an hour beforehand isn’t likely to be the most effective approach. 

The best reminders are the ones customers can set themselves. Some will prefer those last-minute reminders, but many others will want their reminders a day or even a week in advance. Provide reminder flexibility through your online appointment software so each reminder notification can be customized for maximum effectiveness. 

Prioritize the Customer

Running a business involves a lot of moving parts. Responsibilities may include back-office roles like payroll, HR, and more. As important as these aspects of a business are, customer needs should always be the priority unless there’s an emergency in another department.

For example, let’s say you’re in charge of running a dentist’s office. There are supplies to be ordered and hygienists’ schedules to be arranged, but you have a customer waiting at the front desk. How will they feel if you put them on the back burner? From their perspective, they’re being neglected, which will not result in good reviews of your business or recommendations to their friends. 

Make it a point to help out every customer before turning to other tasks or dealing with co-workers. If you have issues balancing back-office tasks with customer interactions, consider increasing your workforce to close the gap. 

Constantly Seek Efficiency

Respecting your customers’ time goes behind assisting them on a daily basis. You should constantly seek to improve your business’s efficiency to help future customers save even more time. 

Online appointment software is an excellent example of increasing efficiency to respect your customers’ time. Using online software, booking and managing appointments is faster and easier than ever. Customers don’t need to call in to schedule each of their appointments and can even book them after business hours. 

Optimizing your business operations will also show you value the time customers lend to you. Perhaps the paperwork you have patients fill out before their appointments causes bookings to run longer than expected. Look for ways to digitize these forms so they can be completed faster — and preferably only once — for the benefit of everyone interacting with your business. 

Focus on Communication

Ask any team leader, teacher, or couple, and they’ll all tell you the same thing: Communication is key to success. There are two ways communication will help you respect your customers’ time. 

First, ask your customers how they think you can better respect their time. Simple surveys sent after appointments will give you the answers you need. Customer feedback regarding a specific aspect of your business, perhaps the check-in process, will direct you to the exact area that needs improvement.

Second, focus on team communication. A hair salon is a great example of how good team communication ensures a pleasant booking. Let’s say a guest arrives and shares some special requests at the front desk. If those aren’t passed along to the stylist, guests will waste time repeating the same things over again. 

Resolve Problems Quickly

Even when you’re trying your best, mistakes will happen. Appointments will run late, details will get misplaced, and your internet might even go down. How quickly and effectively you resolve problems is another way you show your customers that their time and satisfaction are important to you.

Here’s a scenario that you may have encountered before. At the end of an appointment, a customer comes up to the front desk with a problem — perhaps their parking didn’t get validated at their last appointment, or they’re not receiving appointment reminders. By the time your team has come up with a solution, the customer has become frustrated with their entire experience, even though everything prior to that point ran smoothly. 

Focus on teaching your employees problem-solving and critical thinking skills. While you can’t expect every problem to have an immediate solution, employees will be prepared to handle most potential holdups that cost your customers valuable time. 

When you show respect to your customers, they will reciprocate. This is vital for appointment-based businesses that require timeliness and cooperation to function efficiently. By embracing these tips, you’ll be on your way to better respecting your customers’ time — and they’ll know it.

Apply ‘Forensic Tactics’ to Appointment No-Shows

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Apply ‘Forensic Tactics’ to Appointment No-Shows

You likely associate forensics with your favorite crime show. A technician will scour a crime scene in search of clues to direct detectives toward the perpetrator. While this is the primary function of forensics, you can use your own investigative skills to solve your business mysteries.

Fortunately, the only crime your customers have committed is not showing up to an appointment they booked. No-shows are expensive for businesses, as time slots suddenly become empty, and opportunity cost drives down revenue. To keep no-shows to a minimum, call on your inner sleuth.

Look for Evidence Left Behind

Evidence makes life in forensics a lot easier. Anything that provides a tangible clue will be infinitely better than any guesswork used to fill in the blanks. 

What evidence can you find left by customers who failed to show at their appointments? Was it the fact that they didn’t prepay? Did they ignore reminder messages? Look for signs that may indicate why a no-show happened and what you can do to prevent a recurrence. 

Interview Eyewitnesses

A lot of information about a crime scene can be given by an eyewitness. Someone who witnessed the event can shine a lot of light on a situation that can’t be obtained through even the most in-depth observation. For your appointment-based business, the people you should interview are your customers. They can provide the insight you need to determine why no-shows are occurring and how to put an end to them. 

Survey your customers about their appointment experience. From their responses, you might discover that your late policy is too strict. If your late cancellation fee is nearly as punitive as your fee for no-shows, customers may feel inclined to skip appointments entirely rather than pay the fee and face your disapproval. 

An even better source are the perpetrators themselves. Draft up a message you can send to no-shows to inquire about their absence. Make sure you word things delicately so as not to sound accusing. Rather, let customers know that you’re asking about their experience so you can serve them better in the future. 

Take It to the Lab

Most forensic discoveries occur in a lab, not on site. In a controlled location, forensic scientists can dig deep into the evidence they recovered and use additional time and resources to make conclusions. 

For your business, you can set up your own lab to look at appointment data. Online appointment software will do the trick. It will track key data for all your appointments, including what percentage of appointments result in no-shows and which days and time slots have more no-shows than the rest. 

Data is worthless if it’s not put to use. Focus on the metrics that will help you cut down on no-shows. The information you receive should be used in marketing strategies and customer service strategies to try to keep no-shows to a minimum. 

Look for Patterns

An experienced forensic technician will know what to look for after being on the job for several years. Patterns form across similar situations, providing knowledge and experience to be applied in the future. 

What patterns can you identify with your appointment no-shows? Are they more common with a certain demographic? Do no-shows occur on weekdays more than weekends? Once you find a pattern, you’ll be able to better identify problems and come up with solutions. 

The data you pull will make identifying patterns even easier. For example, data might tell you that the majority of your no-shows occur on Fridays. This may tell you that your customers’ plans change more often toward the end of the week, and you need to do a better job of reminding these customers about their appointments in advance. 

Run Tests

A forensic scientist will use chemicals to test for certain substances left at a crime scene. This helps identify various factors at play or even uncover traces of DNA. While you won’t be performing any DNA tests on your customers, you should be running some tests to see what helps reduce your no-show rates. 

Let’s say you’ve pinpointed the problem as a lack of reminders being sent to your customers. Run some tests to see how they respond when you send multiple reminder messages; perhaps one the day before and another an hour before their appointment time. Keep recording appointment data to see whether this change affects your no-show rates. 

Try to change only one variable at a time when running tests. If you change too many things at once, you won’t know what factor changed your customers’ behavior. Sending reminders, changing your late policy, and adjusting appointment times may all be good things to do, but you shouldn’t do them all at once. 

Keep Records

Once a case is closed, paperwork needs to be filed recording all the important details. This isn’t just done for legal reasons; teams can look back on old cases to learn from similar situations in the past. After you’ve cleared one appointment no-show hurdle, keep a record of what you did so you can refer back to it next time. 

Not all situations will respond as well to the same treatment, but it’s good to have some background information to guide first steps. If your reminder messages are still being sent out and no-show rates are climbing, perhaps there’s something in your previous plan that could be implemented differently this time around. The better records you keep, the less research you’ll have to do each time. 

You might not become the world’s greatest detective, but you’ll certainly be doing your business a favor by using forensic tactics to keep appointment no-shows to a minimum. Follow these steps diligently, and you’re sure to make an impact on your no-show rates.

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