Four Big Ideas for Successful Scheduling

Successful Scheduling - UPbook

Jan 28, 2019 4:23:40 AM / by Zuhaib

Scheduling is a regular part of your UPbook business’s routine. It’s easy to take for granted, but the truth is that scheduling is what drives all of your business—do scheduling right, and you can use it to leverage extremely high appointment rates. That means incredible business gains!

Let’s take a look at four ways your UPbook business can revamp your scheduling processes to work for you.

Divide Appointments Into Two Categories

The most successful businesses tend to divide their appointments into two categories: primary and secondary.

Primary appointments are your big-ticket, big-revenue appointments; they’re the ones that ultimately provide more revenue for your UPbook business’s operations. Schedule these appointments in the mornings, when staff is at their freshest.

Secondary appointments aren’t quite as important as primary ones, so try scheduling these after lunch, when staff has been refreshed with a little break. New-client appointments can also be scheduled at this time.

Schedule By Room

Schedule your appointments by room, not by the number of staff you have available to see clients. That allows you to get many more clients in the door, even if you don’t have enough staff to see every client at the same time. Do it right, and your UPbook office will have a constant flow of clientele for your staff to see. Just make sure not to leave clients waiting for more than 10 minutes or so!

Establish Daily Production Goal

Does your UPbook business work off of a daily production goal, or are you just taking appointments as they come and hoping for the best? Setting a production goal every day is the best way to keep all staff on track and make sure that your UPbook business is staying profitable week after week.

Use this formula to determine your UPbook business’s production goal: divide annual revenue by the number of days worked. If your annual revenue is, for example, $600,000.00, divide that by 300 days worked per year. You’ll get a production goal of $2,000.00 per day—that’s what your staff can work toward, and you should focus your schedule around reaching that figure every day.

Hire a Scheduling Coordinator

For many UPbook businesses, it’s a great idea to hire or promote a dedicated scheduling coordinator. This person can oversee the schedule every day and make sure that your business is staying on-target. If the numbers fall short, this person is responsible for finding ways to make up the gap in revenue.

Would you like to see your UPbook business’s appointment and production numbers grow? Revisit your scheduling procedures and try giving them a facelift. Schedule in a way that maximizes revenue, and you can’t go wrong.

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Tags: Business, Tips, UPbook


Written by Zuhaib