Learn how to efficiently schedule appointments and manage client calendars.

✅ Calendar / Appointment Setting Checklist

• [ ] Start timer (if you have one)
• [ ] Open client calendar
• [ ] Select (at least) 3 open slots
• [ ] Move client to "bcc" field
• [ ] Send email with available time options
• [ ] Set alert to follow up if you do not receive a response in at least 3 days
• [ ] When time is selected, re-add client to email chain
• [ ] Add details to client calendar
• [ ] Stop timer

💡 Best Practices

Always provide multiple options - Offering 3+ time slots increases the likelihood of quick scheduling.

BCC protocol - Moving the client to BCC during initial coordination keeps their inbox clean.

Follow-up reminders - Set alerts to ensure no scheduling requests fall through the cracks.

Calendar details - Include all relevant information (meeting link, location, agenda, etc.) when confirming.