Sensible Perspectives

A Sensible Approach to Scheduling

Posted by on September 20, 2018

At Sensible Financial, we strive to make it easier for you to work with us. We know that scheduling meetings and phone calls has been a major pain point, requiring a lot of telephone and email back and forth.  We are pleased to announce that we have upgraded our old-school methods to Calendly, a user-friendly and time-saving software solution.

Calendly enables you to schedule appointments directly with individuals or teams at Sensible Financial. You receive real-time access to our calendars and can select the time that is most convenient for you. You can also book phone calls with members of your Sensible team. Here’s what you’d see if you used Calendly to set up a call with me:

I have times available on the dates circled in blue. Clicking on the date will allow you to select a time.

Choosing a time brings you to a page where you can enter details about the appointment.

Entering your information into the available fields and clicking “Schedule Event” will reserve your meeting time on our calendars.

The information we ask for on this page depends on the meeting type. If we will be presenting information, you can indicate whether you’d like to meet in our office in Waltham or remotely via screen share and phone audio.

We’ve seen many benefits since we started using Calendly, including:

Calendly does have a few limitations, and we’ve developed work-arounds to address most of them:

In our initial testing, we’ve found that the benefits of using Calendly have outweighed the few drawbacks. We are rolling out this service now and intend to offer it to help you schedule most of your future meetings.

For annual reviews, we will remind you via email that your review month is approaching and include a link to schedule a meeting. Our email signatures now include a link to schedule a phone call. You can also schedule a phone meeting by clicking your advisor’s link on the “Sensible People” section of our website.

We hope you will find that Calendly is convenient and saves you time, and we look forward to your feedback and suggestions.