How to Automate Scheduling Calls and Meetings

Many of you now have more experience than you ever wanted to operate as a virtual and remote organization. However, being a virtual agency has a lot of benefits.

But, being virtual may mean fewer face-to-face meetings. With the current restrictions in place, you are likely spending much more time on telephone calls and video meetings. A big problem, however, is the time it takes to find a time that works for both parties.

Trying to schedule a phone appointment with anyone (staff, a new prospect, or current client) all too often entails several emails back and forth as you try and find a time that works. This process is a waste of time and a drain on everyone’s productivity.

To better manage this process, many appointment scheduling applications have been created over the last several years. There are a growing number of options for you to choose from. Here is a list below to start your research.

• YouCanBook.me.
• Calendly
• Doodle
• Acuity Scheduling
• 10to8
• TimeTrade
• ScheduleOnce.com
• SimplyBook.me
• x.ai

Using a scheduling platform significantly cuts down on the hassle of scheduling almost any type of appointment. We highly recommend your organization explore the possibilities.

If you use a scheduling process, what platform have you found to be best, and why? Leave a comment.