Appointment Coordination Tips and Tricks

$99.00

SKU: 411217

Description

Learn techniques to effectively manage a calendar to improve the organization and productivity of your office.
One of the most challenging tasks administrative professionals face while on the job is managing the calendar of a busy executive. A major component of mastering calendar management involves being able to successfully coordinate appointments in a way that maximizes your boss time and makes him or her more productive and efficient. Whether you manage one or multiple busy calendars, this presentation will help you understand steps for how to properly set up the calendar for successful appointment booking, along with a review of some of the best practices when scheduling meetings. Further, after all the hard work has been done to coordinate and set up appointments, we will cover the steps of one of the most overlooked and neglected details in the processeffective appointment confirmations. Through all this and more, you will walk away with practical guidance that you will be able to put into practice right away

Date: 2024-05-22 Start Time: 1:00 PM ET End Time: 2:00 PM ET

Learning Objectives

Effective Calendar Management
• Taking Control of the Calendar
• How to Develop a Calendar Template
• Efficient Communication With the Boss

Best Practices for Appointment Coordination
• Avoiding Miscommunications
• Coordinating Appointments With Multiple Parties
• Protecting Your Boss’ Time

The Importance of Appointment Confirmations
• How to Avoid Appointment Cancellations and No-Shows
• Handling Client Appointment Confirmations
• Best Practices for Confirming Appointments

Calendaring Tools and Technology
• Using Technology Effectively
• Calendaring Systems
• Appointment Booking Tools

ASAP PACE ,IAAP ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Kristina Schneider-The Ultimate Estate Planner, Inc.