Client Booking Management Template

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Efficiently manage your client bookings with this comprehensive template designed for photographers. This template helps you keep track of all bookings, prevent scheduling conflicts, and ensures each shoot is well planned and executed.

By following the steps outlined, you can set up a robust booking system, input and manage bookings, and communicate effectively with clients, all while continuously improving your process based on feedback.

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Client Booking Management for Priority Matrix

Client Booking Management in Priority Matrix

Manage client bookings effectively to avoid double bookings and ensure well-planned shoots.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up a booking system due in 1 day
    ☐ Research available booking systems ☐ Choose a suitable booking system ☐ Set up the chosen booking system
  • Task 2: Input existing bookings due in 2 days
    ☐ Collect all existing bookings ☐ Input all existing bookings into the booking system
  • Task 3: Check for double bookings due in 3 days
    ☐ Go through the booking system and check for double bookings
  • Task 4: Resolve any double bookings due in 4 days
    ☐ Contact clients to resolve any double bookings

Important, Not Urgent

  • Task 5: Set up booking reminders due in 1 week
    ☐ Set up automatic reminders for upcoming bookings
  • Task 6: Create a booking policy due in 2 weeks
    ☐ Write up a policy for booking cancellations and rescheduling
  • Task 7: Share booking policy with clients due in 3 weeks
    ☐ Share the booking policy with all existing and new clients
  • Task 8: Plan shoots for the next month due in 4 weeks
    ☐ Plan all shoots for the next month, including locations, themes, and props

Urgent, Not Important

  • Task 9: Order props for upcoming shoots due in 5 weeks
    ☐ Order any props needed for upcoming shoots
  • Task 10: Follow up with clients due in 6 weeks
    ☐ Follow up with clients to confirm their bookings
  • Task 11: Update booking system due in 7 weeks
    ☐ Update the booking system with any changes to bookings

Not Urgent, Not Important

  • Task 12: Review booking system due in 8 weeks
    ☐ Review the booking system to check for any issues or improvements
  • Task 13: Backup booking system data due in 9 weeks
    ☐ Backup all data from the booking system
  • Task 14: Train staff on using the booking system due in 10 weeks
    ☐ Train any staff members on how to use the booking system
  • Task 15: Set up a client feedback system due in 11 weeks
    ☐ Set up a system for clients to provide feedback on their booking experience
  • Task 16: Review client feedback due in 12 weeks
    ☐ Review any feedback received from clients
  • Task 17: Make improvements based on feedback due in 13 weeks
    ☐ Make any necessary improvements to the booking system based on client feedback
  • Task 18: Update booking policy if needed due in 14 weeks
    ☐ Update the booking policy if any changes are needed
  • Task 19: Share updated policy with clients due in 15 weeks
    ☐ Share the updated booking policy with all clients
  • Task 20: Regularly review and update system due in 16 weeks
    ☐ Regularly review and update the booking system to ensure it continues to meet the needs of the business