Recommendations picking a scheduler

Hi, everyone. Welcome to another episode of Smooth Sailing Online Support TV. I’m your host and captain Lyndsay Phillips. Today I want to talk to you about scheduling. I still get a lot of questions from clients, prospects and just people I know asking: “What’s the best scheduler to use and why do you use it?”

I know a lot of people are still scheduling by hand, if you will. Emailing back and forth, trying to figure out a good time connect or meet. Oh my goodness, a scheduler will save you so much back and forth, so much tracking, so much time. I mean, have you ever had where you’ve email people different dates and times only to find out that they ended up booking the same time? I know that happened to me in the past.

The one I use is TimeTrade. It’s super inexpensive. I think it was $47 for the year. I mean, they have bigger packages, but it suits all of my needs. I use my scheduler for my website for scheduling any consultations. Also, I use it to book podcast guests. I have a separate link for podcasts.

It’s also good for blocking out time. I block out certain days and certain times to do my podcast interview. So I want to have a separate link for that. I batch out and block off specific times throughout the week for any consultations or business meetings because there are sometimes during a week that I already have scheduled meetings, or I have work blocks where I’m working on projects, or I have team meetings. This is super helpful in blocking out those different times for yourself.

Again, TimeTrade is super easy. It links to your calendar, so when someone does book something, it automatically goes on your calendar and it shows the available times that you want people to book stuff and you can block off certain days and times when you’re free. I mean, if things are showing up on your calendar already that you have plugged in, it will reflect that as well.

Now, another one that is very popular is Calendly. I believe it’s free. I don’t know a lot about it. I haven’t actually used it myself, but it does come highly recommended. Another more robust one is ScheduleOnce. I do have some clients that use that. Now, in that scenario, it’s really best for if you have a team and/or if you’re having a team that are collaborating wide projects because you can have your own link to your own calendar, but you can also have your teams in there and having their schedulers in one account. I believe you can have them connecting so if two people need to be on a certain group call, I mean, there’s just so many more options. It is actually quite mind boggling. You can embed it into your website (It’s got some really cool features).

Schedule Once is also really good if you have let’s say your coach and you want to set up specific days and times for your coaching calls for your clients. Some might be 30 minutes, some might be 45 minutes, some might be an hour, so you have a page with all three of those options on the one booking page, so then they can see all the different options and click on the one that suits them best.

ScheduleOnce is a lot more expensive, more robust, but it does have tons of further great features. I guess it kind of depends where you’re at in your business. What kind of business you’re running, what your needs are, and what your budget is as well.

Hopefully, that quick video will give you some insight, direction as to where to go and what kind of scheduler you would like to use for your business.

Until next week guys. Have a profitable and productive week and may the winds always be at your back.

Categories: Video.

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