Summary:
This lesson guides you through setting up your calendar availability in the Notary Success CRM to streamline the appointment booking process. Properly managing your availability ensures an accurate and efficient scheduling experience for your clients and saves you time from manual confirmations.
Watch the Video above and follow the step-by-step tutorial below!
Steps to Manage Your Availability:
Navigate to Settings: Start by going to the settings section of your CRM.
My Profile: Select "My Profile" to access your availability settings.
Adjust Available Hours: Customize your working hours to reflect the times when you're available for appointments. Remember to account for breaks or non-working hours.
Set Custom Availability: If your schedule varies across the week, ensure to set custom availability for each day.
Save Changes: Update your availability to ensure the changes are applied.
Key Takeaways:
Personalized Schedule: Tailoring your available hours according to your personal and professional commitments ensures you're only booked when you're truly available.
Flexibility: The CRM allows for custom daily schedules, enabling you to adapt your availability to fit your needs.
Efficiency: An accurately set up calendar reduces the likelihood of scheduling conflicts and miscommunications with clients.
Checklist for Availability Setup:
Access "My Profile" under settings to begin adjusting your availability.
Review and set your general working hours for each day of the week.
Include breaks or non-working hours to prevent appointments from being booked during these times.
Apply custom settings for days with unique schedules.
Save your updated availability to ensure your calendar reflects these changes accurately.
By ensuring your calendar accurately reflects your availability, you streamline the appointment booking process for your clients, making it easier for them to schedule time with you. Proper calendar management is crucial for organizing your interactions and information with customers efficiently.
