There are numerous reasons to keep track of your appointments, be it a previous one or an upcoming one.
Even if your medical practice or business has performed exceptionally well in the past, it still has a lot to teach us. Tracking past and future appointments is critical whether you’re trying to get the most out of customer data or make revenue estimates.
Here’s a step-by-step instruction on how to keep track of appointments to assist you.
Step 1: Take a close look at your current strategy.
Several firms operate on an ad hoc basis when it comes to booking appointments. We’re talking about people who jot their weekly appointments on a scrap of paper or the rear of a napkin, then crumple it up and toss it in the garbage when they’re finished.
Step 2: Locate those meetings.
This may be a challenging undertaking for those of you who are not naturally organized. You’ll want to gather as many appointments as you can from the past and put them all in one location.
Businesses with several professionals booking appointments should aim to consolidate all of their bookings so that they may all be digitized. Simply put, ask everyone on your team to assist you in managing appointments as feasible.
Step 3: Make those appointments digital.
We live in a digital age, and if you’re still using pen and paper, it’s time to upgrade.
You may digitize your appointments in various ways, including entering everything into an Excel sheet, using scheduling services like Google Calendar, or using apps like EZ-Transaction to automate them.
This is probably the most time-consuming process; after all, it involves manual data entry, which we enjoy but which others find tedious. However, once you’ve completed this repetitive job, things will begin to fall into place much more simply.
Step 4: Gather all of your materials in one location.
Having ten separate Excel sheets full of appointments is almost (but not quite) as terrible as having 100 Post-It Notes full of them. So the goal of digitization is to make the information as accessible as feasible.
You can build different sheets for each month, each member of your team, or any other configuration that works for your business if you use Excel or similar spreadsheet software (Google Sheets works nicely).
You may effortlessly automate your business by sorting past and upcoming appointments by client name, team member, and date using EZ-Transaction.
Step 5: Go over your data again.
Now that you’ve gathered all of your data in one place, you can examine when customers book, who they book with, and how much they spend on average. You might also try to figure out what information you’re lacking. For example, here’s some information you might not have considered tracking:
- The amount of money they spent.
- The amount of money they left in the tip jar.
- The time interval between appointments.
- The length of the appointment.
- The services they paid for.
- Information about the customer (such as the name of their dog).
- Gathering this information can assist you in making a variety of decisions.
Step 6: Develop good habits.
You’ve gathered all of your information in one spot. You’ve included required fields to help you keep track of how your customers engage with your company. Now you must enter every appointment into your new system — and have your entire team do the same.
This is pretty simple with EZ-Transaction because appointments are automatically monitored as your clients make a booking with you. The do-it-yourself method necessitates a little more effort; however, you must pick between spending money and investing time.
To do all of the tasks outlined in the introduction of this article, you’ll need to check your previous and future appointments regularly.
If you are looking for the best app to keep track of appointments, simply visit https://www.ez-transaction.com/ today!