Here, Sales is required to schedule all appointments thru me and I add them to the cluster calendar, via Google, that everyone in the company can see should they actually look. I also have a calendar on the wall that shows scheduled appointments. Only I can do it. I won't even take calls from clients to schedule sessions. All filtered through the Reps. Afterall, they're getting commission, right? I also don't allow (exceptions to every rule) Friday sessions as we all know how busy Friday's can be. Additionally, all sessions must take place 10am-4pm, 4 being the last slot. If a client has to do a session before 10am they can but with a different producer as my day doesn't start til 10am. Reps adhere to the Friday rule. Usually it's the Sales Mgr who breaks it, but not often.
If you had an 11am with ABC and the rep wanted XXX at 1030, just say no. Tell them you have an 11am that was scheduled previously. If the rep balks go to your supervisor who should have your back.....should.
If you had an 11am with ABC and the rep wanted XXX at 1030, just say no. Tell them you have an 11am that was scheduled previously. If the rep balks go to your supervisor who should have your back.....should.