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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
Open a New Event
: Example given for Wednesday at 10 o'clock
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.
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Full transcript