The CoachAccountable Blog

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Making Appointments Better

Similar to the tweaks to make Actions better, I’ve added a few bits to improve Appointment scheduling as well.

Exceptions to scheduling availability

As coach you can set up your typical availability for your clients to schedule themselves into your calendar, but what about the occasional day or week off?  Sure, appointments scheduled by clients are just pending requests, subject to your approval, but missing was a way to block off bits of time before requests for not-actually-available dates were made.

Now you can add as many exceptions to your upcoming availability as necessary, and CoachAccountable will subtract those out from the scheduling options presented to your clients:

Exceptions to your availability

To make sure that you’ve got everything setup correctly regarding your availability (and exceptions thereto), you can now preview the options that your clients will see when they go in to schedule themselves:

See the options available for a given type of appointment just as your client would.

See the options available for a given  appointment just as your client would.

Time zone coordination in scheduling

When scheduling an appointment with a client in a different time zone, a coach can see immediately what a given appointment time will be in that client’s time zone.  Most handy to avoid confusion to the tune of “is that in your time zone, or mine?”

As you change the time, the client time changes with it.

As you change the time, the client time changes with it.

Scheduling a regular sequence of appointments

Often times you have a regular weekly call with a given client.  If you know it’s going to be the same for several weeks to come, you can now schedule a sequence with just a few clicks:

Just a click and the option to schedule a regular series appears.

Just a click and the option to schedule a regular series appears.

And there you have it!  Just a few improvements to make appointment scheduling easier for you.



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