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.
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- **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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- **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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- **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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- **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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- **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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- **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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- **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**
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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- **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!