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:
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:
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?”
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:
And there you have it! Just a few improvements to make appointment scheduling easier for you.
More recently: Enterprise Edition First Public Murmurings
Previously: Making Actions Better