Appointments and calendars · ASRR Tech
What makes an appointment reminder useful?
Repeat the time, location and preparation and provide a clear change route. Use current appointment details to avoid sending outdated instructions.
A practical example
After rescheduling, the reminder must use the new time.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Choose essential information.
- Test a changed appointment.
- Check the change route.
What does success look like?
The reminder helps customers attend or make timely changes.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Appointments and calendars: the wider process
An appointment connects an employee’s available time with a customer’s expectations. Explain the purpose, participants and location. Availability, confirmation and changes are one process. Test more than an empty slot: include busy calendars, cancellation and rescheduling. With connected calendars, agree which system determines availability and where changes are processed. Have both the employee and the customer inspect their own confirmation before making the booking route widely available.