For coaches, choosing the right online scheduler can save you time and trouble. Your time is valuable. You have clients to meet, sessions to plan, and a business to run. Taking the time to research and compare options is important. Here are some things to consider before making your selection:
Easy and Flexible
You want a system that is easy to set up and use, both for you and your clients. Look for a system that is user friendly and has clear instructions for scheduling appointments. You will also want a system that allows you to set different availability for different days or times. Make sure you can customize and block off time for breaks and other commitments.
Choosing a system that’s easy for you AND your clients is the goal.
Integration
It’s important to choose an online scheduler that integrates with your calendar. This will make it easier to keep track of your appointments. Look for a system that allows you to sync your appointments with your Google Calendar, I-Cal or any other calendar platform you use.
Can the scheduler invoice and accept payments online? Having a system that offers credit card options, as well as PayPal, Stripe or now, digital wallets can accommodate clients with different payment needs. Be sure you are able to set different rates for different services that you may offer.
Reminders and Notifications
Want to prevent missed appointments? Choose an online scheduler will send reminders to both you and your clients. Make sure you can set custom reminder intervals and that it will send notifications via email, SMS or both. Clients appreciate these reminders and you’ll be surprised at how well they prevent no-shows!
FAQs and Help
As you research systems, check out the platform’s FAQs. This will give you a heads up on what questions other users have and techie bugs they’ve already corrected. Also, determine how they handle customer support. Do they have online chat or email support? Can you pick up the phone and call them?
How does the platform help when you have questions?
Test Drive
Especially important is the ability to “test drive” a new online scheduler. Some platforms will offer a free version with limited features, or limited time before beginning to charge you a monthly fee. Consider whether there are enough options that will allow you to grow into features you may not need today. The last thing you want to do is outgrow your scheduler within a few months.
There are many online appointment scheduling systems available, like Acuity, Calendly and vCita. Some are basic and others robust, so it’s important to do your research and choose the one that best meets your needs. By taking the time to choose the right system, you can save time and hassle in the long run and focus on running your coaching business.
Check out The Coach Business Guide: The Path to Launch and Grow your Coaching Practice, Chapter 22 – Getting Your First Clients for more information and help.
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