Time Management Best Practices

If you’re looking for ways to improve your productivity, here are some tips on how CompanyOn’s booking management app organizes and frees up time so you can focus on more important things.

• Get rid of distractions
• Use CompanyOn’s scheduling app to prioritize your time and tasks
• Convert your to-do list into a schedule for maximum productivity
• Organize your appointments by due date, relevance, location, and/or priority
• Track the time you spend on each task to identify areas for improvement

1. Set Up Reminders and Alerts so your client never misses an appointment.

CompanyOn’s appointment scheduling automatically sends reminders by email or text to clients before an appointment is due. You can set when to send these reminders manually as well.

This offers you a safeguard to help prevent the problem of no-shows if you are running a clinic and reminds clients of your visit. For those that don’t have CompanyOn as the platform to help manage their appointments, implementing such a process is a must.

2. Use the scheduler filters to view appointments based on location and clients’ needs.

One of the most effective ways to manage your appointments is to understand where you need to go and what you need to consider in advance of your visit. By using tags to identify the location of your clients or any specific information you would like to have for each of your clients, you can easily filter it to consider it in CompanyOn’s scheduling system. It can help you manage your time and plan your route ahead.

3. Use CompanyOn’s appointment reports to stay organized

To stay on track with your daily tasks, you can use CompanyOn’s appointment report prior to your visits. Making it ideal for seeing the big picture of your day ahead. The more carefully you plan your daily tasks, the more output you can expect from your day.

4. Make Use of CompanyOn’s waitlist

By having a list of patients who would like to be seen as soon as possible, you can frequently fill late cancellation appointment slots. You can simply tap into the list to schedule a visit right away and connect with your client to confirm their availability.

Make sure that your list is up to date and readily accessible.

A system like this increases client confidence and helps someone be seen sooner while saving you time and stress.

At CompanyOn, we’re committed to supporting our community of solo practitioners, no matter if they are just thinking in pursuing professional independence, or they are already well established solo practitioners.