CoachAccountable Appointments provides an efficient means by which to schedule and manage appointments. Appointments is comprised of a number of different features, all geared with the intention of making scheduling more efficient and your appointments themselves more effective.
It all starts with Appointment Types, which is CoachAccountable's way of defining the different types of appointments you have with clients. Each Appointment Type has its own duration (how long the appointment is) and set of email and/or text Reminders. To ensure that clients make the most out of your appointments, you can set Pre- and Post- Appointment Worksheets for your Appointment Types.
If you've given your clients the ability to schedule appointments with you, the next step is to define when you're free. Typical Availability allows you to define when you are available and when you are not, either manually, or by syncing with your calendar. Keep in mind that though clients will have to follow your Typical Availability, you as coach can override your own time settings and schedule appointments whenever.
After that, to truly unite your CoachAccountable Appointments with your existing calendar, you'll sync your calendar. You can sync directly with Google or Outlook, or import availability from other calendars.
With this two-way sync, you now have a complete, responsive view of your schedule. CoachAccountable knows exactly when you're free and when you're not, and your external calendar accurately displays what you have going on.
You are now ready to schedule appointments with clients, and have them schedule appointments with you (if enabled).
If you like, you can have CoachAccountable automatically create Zoom meetings for your Appointments. Those will automatically show up in your and your clients' synced calendars.
As your coaching relationships progress, and the list of past appointments builds, you might occasionally want appointment-specific information: for example, which appointment type has been booked most frequently, which client cancels most often, which client has made the most appointments with you. Easily access this data through past appointment reports, available right from your Client Dashboard.
The above is meant to let you use CoachAccountable Appointments to its fullest potential. To recap:
- Set up appointment types to fit your style
- Enjoy the timely reminders sent to both you and your clients
- Employ pre-session worksheets to prime the conversation
- Embed your appointments into your calendaring software of choice
- Sync with Zoom to have video meetings seamlessly created and shared
Keep these in mind and scheduling will be a breeze.