lead-forensics

Replace phone scheduling with Bookings

Time is the commodity of service providers — therefore being able to manage it well ensures profitability. To maximize your schedule, use Bookings by Office 365. Here’s how this easy-to-use app can greatly benefit your business.

Visibility

Bid adieu to the days of scribbling on post-its and frantically going through your schedule to find out where you’re heading for lunch. Microsoft Bookings provides you with a unique webpage that is compatible on both desktops and mobile devices. Here, customers can select times and dates based on current availability — simply enter the contact information and then book it! The system fully automates the process of managing your appointments.

No more rain checks

Cancellations and missed appointments mean wasted time slots unless you’re able to fill them up with new bookings. Avoid lost income by controlling how much advance notice is required to make a cancellation. With Bookings, appointments appear immediately in staff calendars and can be added or revised by customers in their own personal calendars. Additionally, a confirmation email is automatically sent to the customer, which is then followed by another automatic email reminder before the appointment time. The web page also offers a rescheduling service: customers can simply click on the link on the confirmation email and pick a time that they’re more comfortable with.

Synchronization

Once completed, the booking is then synced to a centralized calendar where businesses are given the option to reschedule, cancel, or reassign the appointment to other staff members as they see fit.

If you do decide to reassign it to staff members, Bookings offers a nifty feature known as “split view.” This shows which staff members are booked at which times, and you can compare everyone’s schedules side-by-side. The appointments are synced not only to your calendar but to the staff members’ calendars as well. Moreover, this versatile system accommodates Office 365, Outlook, and even Google Calendar, so clients and staff can keep whatever calendaring service they prefer.

Double duty

Appointment setting might be the primary goal of Bookings, but the system can also be utilized to build your company’s customer list. Once customers input their information into the system, it automatically creates contact entries for those customers. The contact card contains personal information such as your customer’s name, address, phone number, and email address.

And, as your company grows, you can add more staff members as well as create additional booking pages for free. Furthermore, staff members aren’t required to have Office 365 subscriptions to be a part of the service.

Efficient tech resources aren’t enough to maintain a successful business anymore. To really stand out from competitors, you need comprehensive appointment management. Give us a call if you need any questions answered or issues addressed We’re more than happy to help.

Published with permission from TechAdvisory.org. Source.
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Adam

Help Desk

Adam was in the Navy before he joined our team in 2015. He is cool under pressure and a calming influence on the help desk. Perhaps this is because, after staring down Somali pirates off the coast of Africa, printer and email problems don’t seem so intimidating! Adam likes to shoot things (not people – thought we should make that clear), play Xbox, and of course, shoot things on Xbox! A husband of fourteen years with two children, he has been all over the world and still calls Central Texas his home. His teammates say, “Adam has an incredible memory when it comes to our clients. He remembers names, Internet settings, applications and printers!”
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Tyler

Projects Team Lead
Tyler cut his technological teeth through four years both in part-time work and in working with one of our telephony partners. Tyler loves working and learning, and has built a larger network at his home than 90% of our clients have in their businesses! He is thoughtful with his own money, preferring to buy a home and drive an old truck rather than pay rent and car payments. His hobbies of woodworking and gardening dovetail nicely with home ownership! He’s been known to play a bit of electric guitar, he enjoys 3D modeling and printing, and drives a gray Mustang GT that he’s modded as completely as his computers! Several of our team were in the wedding party when he got married!
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Aaron Johnstone

Help Desk Manager
With more patience than Job and more experience than most people in IT today, Aaron is the go-to guy for challenging problems. He directs our team both in the maintenance and help-desk functions. Aaron has been in IT for over twenty years and has played nearly every role possible EXCEPT, he reminds us, Sales. We can test almost every system in our client base on Aaron’s home network because it’s extensive and complex. When he isn’t tinkering with computers, he loves to read, play video games with his kids, and run. Aaron’s been married to his wife for twenty-one years and they have two daughters and a son. His teammates say, “I can always count on him to have my back. If I can’t find the answer, Aaron knows where to look!”
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Eli Meier

COO | CTO
Eli is our jack-of-all-trades. His degree is in English, and he intended to teach before he discovered a natural aptitude for computers. He combines the two in his role at Lighthouse, as he has a unique ability to explain complex technology in relatable, understandable conversation. Over more than twenty years working in IT, he’s written e-commerce programs for a university, set up an email cluster for a major league baseball team, and managed/executed hundreds of IT projects. He enjoys classic Volkswagens, cooking and barbeque, and hiking and camping. He and his wife have been married twenty-one years and have nine kids. Though he is 6’1”, he is the SHORTEST male in his entire extended family. We all feel badly for him.
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Ray Wilson

Chief Executive Officer
Ray is our CEO and he is passionate about helping businesses – both ours and our clients’ – succeed. Except for Skip, he’s probably been involved with IT longer than anyone – he was troubleshooting computers and repairing them at his school when he was seven! As an intern while attending UMHB, he was involved with IT, but really started growing when he joined our team in 2005. When he transitioned most of our clients to managed services, our MSP business was truly born, and we then grew it from five to forty people between 2006 and 2016. In that time, he was a help desk tech, business processes consultant, account manager, salesperson, sales engineer, client services manager, sales manager, and COO. If you want to get his juices flowing, challenge him to any team sport or ask him to go snow skiing. He’s been married to his high school sweetheart fourteen years and they have three high-energy boys. Oh… and both of his parents are also small business entrepreneurs.

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