How to Schedule an Appointment

Regardless of the industry you work in, managing your time effectively is incredibly important. By planning out your day, you will ensure that you're able to get the most done with what time you have. Knowing how to schedule an appointment either for yourself or for your boss is a part of good time management.

Difficulty: Easy

Instructions

Things You'll Need:

• An appointment book
• Personal calendar
• Software such as Outlook

1. Look over either your calendar or your employer's current schedule to see what openings are available. If you're making the appointment for your boss and do not have his schedule, ask for a copy or inquire as to the times and days he would prefer.

2. Call or email the client or colleague, depending upon your office's preference.

3. Introduce yourself to the person on the other end of the line.

4. Explain that you or your boss would like to meet with them and tell them why.

5. Tell them the dates and times that are available, and ask them which one works best for them.

6. Make a notation of the agreed-upon appointment time and date on the schedule by writing it in the appropriate day and time slot. If you were not given a paper schedule or your office does not use the scheduling capabilities of Outlook, then write the time and date down so that you may give it to your boss or keep it for your own records.

7. Thank the client or colleague for their time, and tell them that you or your boss are looking forward to seeing them at the appointment.