Calendar Management for Virtual Assistants

Jul 20, 2024

Calendar Management for Virtual Assistants

Introduction

  • Speaker: Aaron from SD office, a virtual assistant
  • Role: Manage high-profile clients and frequently manage their calendars

Importance of Calendar Management

  • Key Task: Calendar management is crucial to avoid double bookings and ensure clients are not overwhelmed
  • Goal: Keep client diaries organized
  • Outcome: Smooth day-to-day operations for clients

Labeling a Calendar Event

Importance

  • Clarity: Ensures everyone is on the same page
  • Standardization: Consistent labeling to avoid confusion

Steps to Create an Event

  1. Open a New Event: Example given for Wednesday at 10 o'clock
  2. Event Title: Labeling the event correctly
    • Use the format: Type of Event: Client Details
    • Example: Meeting: Paula Project → Bob Smith (Apple)

Detailed Label Components

  • Type of Event: e.g., Meeting, Coffee, Conference Call
  • Participants: Use arrows (→) or hyphens (-) to separate
    • e.g., Paula Project → Bob Smith (Apple)
  • Company Details: Add the participant's company in parentheses

Setting Date and Time

  • Confirm the correct date and time
  • Adjust if necessary using Google Calendar's options
  • Example time: 10:00-11:00

Time Zone

  • Importance: Ensure the correct time zone is selected to avoid confusion across different regions

Adding Location

  • Method: Use Google’s auto-suggest for known addresses, e.g., Disneyland

Additional Resources

  • Course on Udemy: Comprehensive guide tailored for virtual assistants on managing client calendars
  • Course Features:
    • Integrating canned responses
    • Adding buffers to client calendars
    • Scripts to improve efficiency

Conclusion

  • Contact: Aaron, with f.viia office
  • Recommendation: Check out the Udemy course for more in-depth strategies and tips on calendar management for virtual assistants.