Appointments and calendars · ASRR Tech
How do you make an appointment location clear?
State before booking whether the meeting is online, at an office or at the customer’s location. Match confirmation details and instructions.
A practical example
A Teams demo needs different instructions from an in-home consultation.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Check booking text.
- Compare confirmation.
- Test joining instructions.
What does success look like?
Customers do not need to ask where the meeting happens.
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.