You have arranged the visit, chosen the location and noted what you want to discuss. Then the day fills up with other clients and commitments. As the appointment approaches, a timely alert can help you focus on that meeting again.
In ISF Agenda, you can set an alert for an individual appointment, choosing a lead time from the options available in the app. The alert is linked to the scheduled meeting and reminds you of the client, location and time.
Elena’s visit is already in the calendar
You are due to see Dr. Elena R. at the medical center in Casalecchio on Friday at 11 a.m. The appointment holds the client, time and location. You choose an alert thirty minutes beforehand, giving yourself a moment to review the previous visit.
The setting applies to this appointment. If you have several meetings that day, you can choose an alert for each one according to the preparation time you need.
Review the details before you meet
When the visit approaches, the notification can bring Elena’s appointment back to your attention. Open it to check the details, especially if you have seen several other clients in the meantime. Notifications need to be enabled on your device for you to receive the alert.
At your last visit to Bologna, Elena asked for the Carvonia information sheet. The client history holds that request, so you can review it and check the material you plan to bring. The alert helps you remember when to look; your notes provide the detail.
Choose a suitable lead time
A short alert may be enough for a nearby meeting. If a visit needs more preparation, choose an earlier alert from the available options. Review the setting for each appointment so it suits that meeting, or turn the alert off when you do not need one.
An appointment alert helps you prepare for a meeting already in your calendar. A client reminder helps you decide when to get back in touch after time has passed since the last appointment and no new one is scheduled.
Good preparation is easier when you have time to review what matters. A well-timed alert can prompt you to do that before you see the client again.