Whether you’re currently using an appointment scheduling solution or about to implement online appointment scheduling for the first time, creating a strategy for your appointments will be key to long-term success.
From internal employee adoption to external customer promotion, there are several items to consider when putting together an action plan for your strategy. That’s why we’re pulling together top tips from a few of our appointment scheduling experts! Our team has years of experience working with leading retailers, financial institutions, and other enterprise-level companies to ensure they’re on the path to success with their appointment strategies. Here are three tips from the JRNI team!
1. Measure the success of your appointments
Kelly Weaver, VP of Product
Appointment scheduling shouldn’t be a set it and forget it project! That’s why Kelly’s top tip is to ensure you have something in place to continuously measure the success of your appointments. By digging into your appointment scheduling software’s analytics tool, you can review the data to help you understand what you’re doing well and where you need to improve.
Are there specific appointment types that are most successful? Are certain employees seeing better outcomes than others? How much revenue are you seeing from appointments? Are there trends you can identify that will help you improve your business and the experiences you provide?
By seeing the story behind the statistics, you can translate vital data into actionable insights, and continuously improve upon the experiences you deliver to customers. It’s about making informed business decisions to provide the best customer experience possible.
Learn more: See how you can measure the ROI of your appointments with JRNI Analytics - watch the demo.
2. Integrate appointments with the rest of your tech stack
John Nolan, Senior Customer Success Manager
An appointments strategy isn’t just about the appointment - it’s about the entire customer experience. That’s why it’s important that your appointments fit in with the rest of your enterprise processes. John’s top tip for a successful appointments strategy? To make sure your appointments strategy isn’t siloed from the rest of the business and can seamlessly integrate with the rest of your tech stack.
If you have a customer who makes an appointment, you want to make sure that information flows through to all of the other tools you have - whether it’s a CRM system, a clienteling system, or a workforce management system.
By having the tools and information you need at your fingertips, you will be able to provide a personalized, exceptional appointment experience. The kind of experience that keeps your customers coming back for more!
3. Promote appointments across multiple channels
Angie Tiwari, Director of Sales (EMEA)
When it comes to appointments, there is no such thing as oversharing! Take it from Angie...her top tip is to ensure you’re actively promoting appointments through multiple channels. A lot of companies add a “Book an Appointment'' button to their website, which is a great first step. But there’s so much more you can do to promote appointment scheduling!
You can promote your appointments via email newsletters, social media, on-site printed signs, chatbots, on-hold customer recordings, and more. Additionally, your employees can help promote appointments to ensure customer adoption. By sharing more about appointments during one-to-one conversations, placing a “book an appointment” button in their email signature, and sharing about appointments on their own personal social media accounts, you’ll start seeing your appointment volume soar!
“If you build it, they will come”...maybe. But if you promote it, they definitely will!
Learn more: Check out our industry-specific guides on promoting remote video appointments! Each has promotion ideas, industry examples, and tips to help supercharge your campaigns.
These three tips are a great starting point on your path to building a successful appointments strategy! If you’re currently looking into appointment scheduling software, and want to learn more about our solution, we would love to connect. JRNI has extensive experience delivering scalable, enterprise scheduling solutions to a wide variety of companies globally, and we are here to help you. Schedule a time to speak with an expert!
