Smarter Week

How to automate it

How to automate “book appointments and remind people to come”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Let people book their own appointments with automatic reminders

Online booking with text reminders cuts phone time and no-shows. People pick a time that works and get a reminder the day before.

Typically saves about 60% of the time1 h to set up
  1. 1Use your agency's booking tool (Microsoft Bookings, Qmatic, Calendly or your case system).
  2. 2Set appointment types and times.
  3. 3Turn on text and email reminders.
  4. 4Put the booking link in letters and on the website.

Tools: Microsoft Bookings · Qmatic · Calendly · Your case management system

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Government caseworker / clerk

HourLeak · the 8-minute work audit

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Other common tasks for Government caseworkers / clerks