Scheduling Meetings for Pastor Lance Guide

1. **How to Schedule Appointments for Pastor Lance**

This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully.

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1. 1. **Step 1: Start the Conversation**

When reaching out to someone, say: > *"Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available."*

Then add: > *"We know Lance is busy, so I’m helping him get his schedule organized. Would you prefer to meet over a meal, over a drink, or to come into the office to sit and talk?"*

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1. 1. **Step 2: Use the Primary Calendar First**

1. Use this **primary calendar** link for all appointments unless otherwise instructed:

  [1](https://calendly.com/pastorlancerhoades/60-minute-meeting)

2. Offer available times directly from this calendar.

  **Important:** Always start with this calendar to avoid overloading the schedule.

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1. 1. **Step 3: Use the Secondary Calendar for Lunch/Dinner**

If the person specifically requests lunch, dinner, or weekend options: 1. Use this **secondary calendar** link:

  [2](https://calendly.com/pastorlancerhoades)

2. Offer these as a last resort or for scheduling meals.

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1. 1. **Step 4: Confirm the Location**

Once they indicate their preference, confirm the location. Offer these **preferred meeting spots** for meals or drinks: - Eat n Park on West Liberty Ave - Panera Bread in Caste Village - 802 Bean Co on Brookline Blvd

If they choose the office: > *"Great! We'll meet at the office. The address is [Insert Office Address]."*

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1. 1. **Step 5: Add Their Cell Phone Number in Calendly**

1. When entering their details in Calendly, ensure you add their **cell phone number**.

  - This will allow Calendly to send text reminders before the meeting.

2. Double-check the information is accurate.

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1. 1. **Step 6: Confirm the Appointment**

Once the person agrees to a time and location: 1. Schedule the appointment in Calendly. 2. Notify them by saying:

  > *"I’ve scheduled your appointment with Pastor Lance. You’ll receive a confirmation email and text reminder with all the details."*

3. Double-check that the location is clear in the appointment details.

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1. 1. **Additional Script Suggestions**

- If someone hesitates:

 > *"I understand your schedule might be busy too! Pastor Lance just wanted to connect and values this time with you. Do any of the available times work for you?"*

- If they ask why you’re helping:

 > *"Pastor Lance is very busy, and I’m helping him keep his schedule organized so he can focus on the important work of the ministry."*

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1. 1. **Common Questions and Answers**

1. **"Can we meet somewhere else?"**

  > *"We prefer Eat n Park, Panera Bread, or 802 Bean Co because they’re convenient for Pastor Lance. Would one of these work for you? If not, let me know, and I’ll check with him."*

2. **"Can we meet on a weekend?"**

  > *"Weekend options are limited, but I can check the secondary calendar for availability."*

3. **"What’s the address for the office?"**

  > *"[Insert Office Address]. Please let me know if you need additional directions!"*

4. **"What’s the meeting about?"**

  > *"Pastor Lance didn’t give me specifics, but he mentioned wanting to connect and talk with you personally."*

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1. 1. **Reminders**

- Always prioritize the primary calendar ([60-minute meeting](https://calendly.com/pastorlancerhoades/60-minute-meeting)). - Ensure the location and contact details are confirmed in Calendly. - Be polite, professional, and clear in your communication.

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Thank you for helping manage Pastor Lance’s schedule efficiently!