Live Webinar

60-minute live streaming program
  • October 28
  • 1:00 - 2:00 pm EST

Also available as:

OnDemand Course

Appointment Coordination Tips and Tricks

October 28

Learn techniques to effectively manage a calendar to improve the organization and productivity of your office.

One of the most challenging tasks administrative professionals face while on the job is managing the calendar of a busy executive. A major component of mastering calendar management involves being able to successfully coordinate appointments in a way that maximizes your boss’ time and makes him or her more productive and efficient. Whether you manage one or multiple busy calendars, this topic will help you understand steps to properly set up the calendar for successful appointment booking, along with a review of some of the best practices when scheduling meetings. Further, after all the hard work has been done to coordinate and set up appointments, we will cover the steps of one of the most overlooked and neglected details in the process—effective appointment confirmations. Through all this and more, you will walk away with practical guidance that you will be able to put to practice right away.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Effective Calendar Management
  • Taking Control of the Calendar
  • How to Develop a Calendar Template
  • Efficient Communication With the Boss
Best Practices for Appointment Coordination
  • Avoiding Miscommunications
  • Coordinating Appointments With Multiple Parties
  • Protecting Your Boss' Time
The Importance of Appointment Confirmations
  • How to Avoid Appointment Cancellations and No-Shows
  • Handling Client Appointment Confirmations
  • Best Practices for Confirming Appointments
Calendaring Tools and Technology
  • Using Technology Effectively
  • Calendaring Systems
  • Appointment Booking Tools
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on August 3, 2018.

Call 1-866-352-9540 for further credit information.

Live Webinar Registration

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     

Who should attend?

This live webinar is designed for administrative assistants, executive assistants, office administrators, secretaries, office managers, and other administrative professionals.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Kristina Schneider

Kristina Schneider

The Ultimate Estate Planner, Inc.

  • Practice Success Coach for The Ultimate Estate Planner, Inc., a business consulting firm that helps assist estate planning attorneys and their support staff with practice management and marketing
  • Conducts in-depth practice-management training for estate planning law firms, along with additional consulting and coaching services to help with ongoing implementation
  • Prior to transitioning into her current role, she served as the executive assistant for over 8 years to the President of The Ultimate Estate Planner, Inc. and nationally renowned estate planning attorney, Philip Kavesh
  • Presented several educational programs for her organization on a number of business practices, including calendar management, hiring, and training of administrative personnel and marketing
  • Written numerous articles featured on the company’s website, offering administrative professionals useful and practical guidance on everyday issues in the office
  • Offers a free weekly email subscription for administrative staff on similar topics
  • B.S. degree in business administration, Pepperdine University; currently pursuing her M.B.A. degree, Pepperdine Graziadio Business School
  • Can be contacted at [email protected]
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 409130
Published 2018, 2021
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