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August 07, 2015 at 10:24 AM
Keeping a full calendar requires more than simply scheduling appointments, it also requires active management. This process of active management can be adjusted over time based on what you see as best fits. Start by assuming that the client or prospective client isn’t intentionally difficult, they likely don’t have control over their own time management system that ultimately affects you and your schedule. Try these simple techniques which have helped me:
1. Have your scheduler reconfirm with a personal phone call the day before. I’ve found this is more effective than email. Ask if there appears to be any reason the appointment date or time might need to be adjusted. Then have them end on an affirmative message, such as, “OK, since you don’t foresee any difficulty with the appointment time tomorrow, I’ll tell Mr. Escobar to expect you at 10:00 a.m. We look forward to welcoming you to our office.”
2. Keep track of clients that regularly cancel or reschedule. Make these client relationships based on “phone” appointments. This way you can sit at your desk and keep working on other items if the client or prospect is late or cancels last minute.
