1. Determine Your Needs

There are so many apps out there! The best way to not get lost is to ask yourself some questions and think about your needs. The fun thing with online calendars and other tools is that they are usually so customizable that you can actually think about you first and adapt them to you. Not the other way around! In business, you can also think about your current use and the potential growth of your business.

  • Who is your current service provider for your calendar?

    Google, Outlook, etc.

  • Do you need to take payments?

  • How many types of services do you provide?

  • Who needs to book appointments with you?

    Clients, partners, etc.

  • Who needs to have access to your calendar?

    Colleagues, spouse, etc.

  • On top of taking appointments, what type of features do your need?

    Reminders, custom questions, etc.

  • Do you have a budget?

2. Find Your App

When you've got the questions above answered, I invite you to take a look at the features of my favorite tools. Most of them all work the same way, and I'll list you the details below. In my opinion, what differenciates them apart is their user platform, as much for yourself than for your clients. Please note that the features listed are from the basic versions (paid or free) available in Canada.

  • Sync with Google, iCloud, Outlook, or Office 365 calendar

  • Connect questionnaires, proposals, and lead capture forms

  • Require clients to pay a fee to secure an appointment

  • Appointment reminders

  • Click here to view my Dubsado scheduler!

3. Setting Up

Despite so many scheduling tools out there, most of them work the same way, but not necessarily in the same order. So here are some details to think about more thoroughly and check off as you go set up your account.

  • What are your business days and hours?

  • Type of services or meetings

    Free discovery call, consultation, workshop, etc.

  • How long will the typical appointments be?

    30 minutes, 1 hours, 3 hours, 2 days, etc.

  • How long in advance can your clients book?

    30 business days, 6 months, etc.

  • What should be the minimum scheduling notice?

    Prevent clients from booking at the last minute, for example.

  • How much buffer time do you need, before and after?

    For preparation purposes, travelling or rest!

  • What do you need to know about your clients prior to the meeting?

    Name, email address, phone number, about their projects, etc.

  • How many appointments can you take per day?

  • Draft a generic confirmation email to be sent.

  • Holidays and vacation time

  • Birthdays and anniversaries

  • Time for yourself!

    Including meal time and healthy walks!

  • Any extra buffer time

  • All the kids' events!

5. Share Away

Then, when you're all done adding your events, share away your scheduling page. Most of the platforms will walk through you this step as well. You can usually share with a simple link by email or on social media. And if you have a website, you can also embed your tool thanks to a simple code.

6. Test & Try

Last but definitely not least, test your whole scheduling system! Make your friends and family book for your next FaceTime. 

Have Fun!
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