Scheduling Flashcards
What should you know before you schedule?
availability, preferences, priority, duration
When should you have fewer appointments?
first day back, last day before away
When do you leave gaps?
Between meetings or when they run over
Name three more scheduling tips.
Later in the day, two choices of appointment requests, and short appointments
When an appointment is requested, what information do you need?
Purpose, attendee (s), confirm date, time, duration by email or phone, enter into calendar
What additional info might you need?
Maps: direction, parking and phone/email, read-ahead material
What do electronic calendars allow you to do?
Manage multiple calendars, check availability/coordinate schedules, track attendance, update and cancel appointments, accessibility to meeting details
What are advantages of electronic calendars?
reminders, appointment/to do list, additional info stored, changes, synchronizable with other devices
What are disadvantages of electronic calendars?
Access to device (s) and proper/effective use (rs)
List steps for schedule changes.
Ensure on same page: spend a few minutes at start/end of day, ask them to let you know if they make any appointments separately
How do you schedule incoming cancelations?
Offer to rebook and delete
How do you schedule outgoing cancelations?
ASAP, regret-change- general reason
