How to Automate Scheduling Calls and Meetings

Share This TechTip

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.

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.

More TechTips To Explore

Could one of these be your next BEST tech move?

Check out our Founding, Platinum, & Premium Solution Providers.

Forgot Password?

Forgot Password?

Sorry, you'll need Full Access to see this content!

To view the rest of this guide, upgrade to Full Access starting at $17/mo.

ALERT!

Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this

 

Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.

 

ALERT!

Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.