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Archive for the ‘business scheduling software’ Category

Setting Up Schedule Maker Software is as Easy as One, Two, Three

Thursday, October 14th, 2010

There are lots of reasons why people don’t use schedule maker software, or any other type of software in their business. The most common argument for not using schedule maker software is the “this-is-how-we-have-always-done-it” fallacy. They think a new software program is too difficult to setup or takes too long to implement. It’s a shame that some people have these attitudes because schedule maker software is very quick, easy, and will save you time. Setting up the software so you can start making a schedule is as easy as one, two, three.

There are three easy steps to the setup process: first, define your shifts, second, enter shift explanations and notes, and third, enter employee information. Once you’ve entered this information into your schedule maker, you’re all ready to go.

The first step in implementing a schedule maker is to define your shifts. Since many organizations have unique shifts, it’s important to find schedule software that will allow you to define your own shifts. Shifts are used to tell an employee when to start and end working. When you define a shift, you can enter the start and end time of the shift, as well as specific information, such as a description and abbreviation for the shift. An example of the description would be that it’s a day shift and the abbreviation could simply be the letter “D.” You can also indicate break lengths for the shift, so that unpaid break time is subtracted from the total length of the shift. A quick key could be assigned to make it faster to assign shifts when you are making schedules. For example, you could use the letter “D” on your keyboard to assign the day shift. A different color can also be set for each shift to make reading schedules easier. If you have a color printer, you could print color-coded schedules for your employees.

The second step to setting up new schedule maker software is to define explanations. Explanations are used to add even more detail to a shift. The shift description says when they will be working, such as day shift or night shift. An explanation description can be used to indicate location (ex. 3rd floor or cardiac unite), assignment (ex. training or charge nurse), or job (ex. customer service). You can also use explanations to describe time-off (ex. sick time, vacation, or holiday).

The third step of the schedule maker setup process is to enter employee information. When you enter employee information, you can type in general contact information, such as name, phone number, email address, and the number of desired hours they wish to work each week. You can also define positions and special skills, as well as enter miscellaneous comments about the employee.

Making schedules with software is very easy and will save you a lot of time, so don’t let the implementation scare you away. First, you need to set up your shifts. Second, set up shift explanations. Third, enter in your employees. The initial set-up of schedule maker software is as easy as one, two, three.

How the Information in Your Appointment Schedule Can Help You

Thursday, October 14th, 2010

If you have a paper appointment book, all you see are the scheduled appointments. If you use appointment scheduling software, you can see the appointments, appointment and customer details, and a waiting list of customers who want to schedule an appointment soon. If you look deeper into that software, you’ll find some hidden gems. The information inside your appointment schedule can help you.

You can run a customer list report to see your customers’ contact information and frequency of their visits. If you would like to contact customers who haven’t schedule an appointment for a while, you could run a report that lists customers who have not had an appointment in a particular date range. This can help you book more business.

You can also run a report that lists appointments by customer. This list can be used to see when a customer has been in last or to remember what type of services the customer has had in the past.

If you’re running a marketing or sales campaign to attract new customers, view a new customer chart in your appointment scheduling software. It can show you the number of new customers each of your employees, or your entire staff, have added during a specific time period. It’s a great way to find out how well your new campaign is working.

If you’re looking for promotion ideas for a new marketing campaign, look at a services summary. This report will show you how many appointments were scheduled for each service your staff provides and the percentage of each service, so you can easily see which of your services are the most popular.

Prepare for performance reviews by looking at employee productivity reports. It lists the number of hours an employee is available and the number of hours an employee is actually scheduled to come up with a productivity score. You’ll be able to see which employees are the busiest and which employees need to schedule appointments more often.

You could also view a services summary chart to monitor your employees’ use of time. This chart displays the number of hours your employees have scheduled for each service.

Appointment scheduling software can help you schedule appointments faster and easier than using a paper appointment book. Having appointment and customer details at your fingertips is handy. And, having a waiting list is helpful for keeping your appointment book full and providing good customer service. Don’t take for granted the reports and charts that are available to you, too. Customer lists can help book another appointment with previous customers. The services summary and new customer chart can help you plan and track new customer marketing campaigns. Employee productivity and services summary chart can help you prepare for your employees’ performance reviews. The information inside your appointment schedule can help you.