593. Business Boost: Easy Automated Scheduling

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In this Business Boost episode, I demonstrate how to eliminate back-and-forth communication when scheduling collateral calls, administrative meetings, and professional consults. By using built-in automated scheduling tools such as Google Calendar’s Appointment Schedules, practice owners can streamline their calendar management without paying for additional software. I walk through the full configuration process, including setting buffer times, establishing minimum lead times, creating custom intake fields, and setting up automated reminder notifications. I also outline alternative scheduling solutions, including Microsoft Bookings, Acuity Scheduling, and self-scheduling features within electronic health record platforms.

00:06: Introduction to automated scheduling for collateral calls and administrative meetings

01:23: Microsoft Outlook scheduling alternatives including Bookings with Me

02:22: Third-party HIPAA-compliant tools like Acuity Scheduling

03:22: Evaluating EHR self-scheduling options versus calendar integrations

04:40: Step-by-step creation of an Appointment Schedule in Google Calendar

06:58: Setting availability, advance booking windows, and buffer times

09:08: Customizing booking forms, confirmation settings, and reminder emails

11:29: Efficiency strategies using text expanders for instant link sharing

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