Scheduling Meetings for Pastor Lance Guide
How to Schedule Appointments for Pastor Lance
This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully to ensure Pastor Lance’s schedule is managed effectively.
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Step 1: Start the Conversation
When reaching out to someone, use the following script:
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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Step 2: Use the Primary Calendar First
1. **Use the 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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Step 3: Use the Secondary Calendar for Lunch/Dinner
If the person specifically requests lunch, dinner, or weekend options:
1. **Use the secondary calendar link:**
[2](https://calendly.com/pastorlancerhoades)
2. **Offer these as a last resort or for scheduling meals.**
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Step 4: Confirm the Location
Once they indicate their preference, confirm the location. Offer the following **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 to meet at the office, use the following script:
Great! We'll meet at the office. The address is [Insert Office Address].
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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 that the information is accurate.
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Step 6: Confirm the Appointment
Once the person agrees to a time and location:
1. **Schedule the appointment in Calendly.** 2. **Notify them using the following script:**
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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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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Common Questions and Answers
- "Can we meet somewhere else?"
* *Response:* 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.
- "Can we meet on a weekend?"
* *Response:* Weekend options are limited, but I can check the secondary calendar for availability.
- "What’s the address for the office?"
* *Response:* [Insert Office Address]. Please let me know if you need additional directions!
- "What’s the meeting about?"
* *Response:* Pastor Lance didn’t give me specifics, but he mentioned wanting to connect and talk with you personally.
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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.
- Keep Pastor Lance updated if there are any conflicts or special requests.
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Thank you for helping manage Pastor Lance’s schedule efficiently!