![meeting scheduler meeting scheduler](http://aamammothlakes.com/wp-content/uploads/2018/01/bizmeeting.jpg)
![meeting scheduler meeting scheduler](https://cdn.zapier.com/storage/photos/ce346176238cb961ecb1d0d4f16467c1.jpeg)
#Meeting scheduler software
However, the challenge is that online scheduling software has quickly become so popular, there are numerous solutions on the market now, with a wide range of features, which makes it challenging to sort through and find the one that will best meet your needs (at an appropriate price point).įactors to Consider When Selecting An Online Meeting Scheduling App To say the least, there are a number of ways to customize these programs to your particular business. Alternatively, you can even provide a special link in your email signature that anyone you contact can use to schedule a time with you if you wish. Clients or prospects can then simply book an available time that fits their own schedule – without ever needing to call or email you!Īfter an appointment is made, the time is blocked off on your calendar instantly (so no other client or prospect can double-book you for the same time slot), and you can even set up notifications to remind clients and prospects when the meeting time is approaching.Īnother great feature of these tools is the ability to integrate them directly with your website, so any prospect who wants to book an intro meeting or call with you can do it directly, without needing to take the time to call your office.
#Meeting scheduler windows
In essence, you connect your calendar to the software, tell the software what time windows you want to accept meetings (e.g., 9AM to 4PM, Tuesdays through Fridays), and the software will offer to prospects and clients any available time slots not already booked on your calendar (though users will only see that you’re “busy”, and not the actual details of your personal or business calendar). Online meeting schedulers provide a method for your clients or prospects to book time themselves directly based on the available time slots on your calendar. The biggest benefit to using an online meeting scheduler is that it takes an administrative task off your hands, so you can focus your time on more important things. Luckily, with today’s technology, there are many solutions on the market to help you automate all these processes. From e-mailing back and forth, to playing phone tag, or rescheduling because someone misses a meeting (and you forgot to send a reminder!)… minutes spent on scheduling tasks can add up, quickly. After all, while meetings themselves are essential to building client relationships, there’s nothing valuable about the time-consuming and frustrating back-and-forth process of trying to find a time to meet. Dan can be contacted directly at īenefits of Using an Online Meeting Schedulerįinding and scheduling meeting times with your clients or prospects is probably one of the least glamorous aspects of an advisory practice. An RIA owner himself, serving the aviation community, Dan is passionate about working with other advisors to help improve their business processes by maximizing their use of new or existing technology. In this guest post, Dan Kellermeyer, President of New Heights Solutions, LLC, a practice management and technology consulting firm for financial advisors, provides an overview of the leading online scheduling tools for financial advisors, including Calendly, ScheduleOnce, Acuity Scheduling, TimeTrade, Bookafy, and YouCanBook.Me.Īlong with highlighting the features of each of the tools, Dan shares his insight on the relevant factors to consider when looking for the right solution for your individual practice – from unique features and available integrations, to ease-of-use for the client, the company’s customer support, and of course, pricing.Īnd so, whether you’re looking to add a little more efficiency to your practice by cutting down on the hassle of back-and-forth meeting scheduling, improving your “digital experience” for clients, or are already using online scheduling software but looking to switch to an alternative, then hopefully you’ll find this guest post helpful!ĭan Kellermeyer is the President of New Heights Solutions, LLC, a practice management and technology consulting firm serving other RIA owners.
![meeting scheduler meeting scheduler](https://images.template.net/wp-content/uploads/2015/04/22133626/Meeting-Schedule-Templates.jpg)
By implementing a meeting scheduling software solution in your practice, you can reduce some of the headache by automatically giving the client a list of available times drawn from your calendar, and allowing them to pick (and immediately book) a time that works best for both of you! Playing phone tag and e-mailing back and forth to find the best meeting time for you and your existing or prospective clients eats into otherwise productive time, and can be frustrating for both parties.