Etiquette Today: Common Scheduling Courtesies
Get a peek at our latest book, Emily Post's Business Etiquette, with this section on scheduling
Modern Scheduling Manners
We have many options for scheduling with our business contacts today, depending on the connection we’re trying to meet with and how we’re trying to connect. Is it internal or external? Will it be on-site, off-site, virtual, or over the phone? Are the people doing the scheduling also attending the meeting, or are they scheduling on behalf of someone? Is dropping a scheduling link into an email the same as handing someone your physical calendar and asking them to find a spot that works?
The care we take with setting up our meetings and calls in business will go a long way toward starting that meeting or conversation off on the right foot. Everyone wins when scheduling is as smooth and efficient as possible.
The following excerpt can be found on page 103 of Emily Post’s Business Etiquette.
Common Scheduling Courtesies
• Offer a client or superior the option of booking directly with you or through a scheduling link if you have one. Providing both options lets the other person decide, and that’s what makes it a courtesy.
• If the other party hasn’t chosen to use your booking link, offer to send a calendar invitation once a time is selected. Remember to include everyone who will be on the call.
• When setting up the calendar appointment, include the necessary details, such as phone numbers or links, in the notes section. As the recipient, pay attention to the notes section of a calendar appointment. It may contain call-in info or links to connect for a call, meeting, or interview.
• If someone responds to a request for a meeting time with “Well, what works for you?” feel confident stating what does work best for you.
• Accept or decline calendar appointments as soon as possible so that either they appear on your calendar for recordkeeping, or the host knows you cannot attend.
• Choose intentionally and wisely whom you give access to book directly on your calendar, and pay attention to whether your booking link allows recipients to use the link again.
Community Member Subscription With your support, the Emily Post Institute can continue providing advice for years to come. Please join our Community Membership today! You’re help really makes a difference!
Emily Post’s Business Etiquette!
Signed and unsigned copies of our latest book, Emily Post’s Business Etiquette, are available through our local bookstore, Bridgeside Books. Bridgeside Books can also secure copies of our other titles. Check out the Emily Post Collection there; there are so many options for great gifts!
Thank you for spending a bit of your Thursday with us. What are some of your scheduling pet peeves? Let us know in the comments below!
If you haven’t heard this week’s podcast yet, you can listen here. Keep an eye out for the Saturday Sip, it’s up next to start the weekend well!
Until next time,
Lizzie and Dan
A Community Membership Is A Great Gift or Benefit!
Are you looking for a great employee benefit or member gift? Look no further than a paid subscription to this publication. Group subscriptions are 20% off. Sign your group up today!