FREE 10+ Appointment Sheet Samples in PDF | MS Word

In some cases whenever you try to visit a doctor’s office, you end up unable to meet them. Chances are the secretary or assistant would ask you if you have made an appointment. Or perhaps if you wish to set up a meeting with an investor, it is important to make an appointment. The reason for such is that if you plan to meet someone for whatever reason, they would need to make a schedule for that. This is particularly true in business organizations, or for anyone who is a field expert such as doctors, lawyers, engineers, architects, teachers, and many more.

There are various ways to make an appointment as this could be done over the phone, by sending a message via SMS, emailing, or simply jotting it down on an appointment sheet. To learn more about this let us discuss this further below. And if you need to start preparing this document, check out our free appointment sheet samples that are available for download on this page.

10+ Appointment Sheet Samples

1. Appointment Sheet

2. Appointment Sign-up Sheet

3. Post-Appointment Order Sheet

4. Weekly Appointment Sheet

5. Appointment Data Sheet

6. Prenatal Appointment Tip Sheet

7. Blood Drive Appointment Sheet

8. School Appointment Sheet

9. Professional Appointment Sheet

10. Emergency Appointment Information Sheet

11. Position Appointment Information Sheet

What is an Appointment Sheet?

Sometimes it can be difficult to meet a certain individual to make a proposal or for consultation. Simply walking into the office can be a waste of time as the person you want to meet may have a full schedule or isn’t around. To make sure you are able to set up that meeting without delay, then schedule an appointment. To do so, you need to speak with the secretary or the person concerned to check for the availability. At least with an appointment, you are assured that a meeting will take place.

But remember, sometimes appointments can be rescheduled by either party, so to make sure you’ve got everything in writing, thus taking note of the schedule is important. An appointment sheet is a great tool to keep notes of your schedule, it’s like a sort of calendar but is usually set up to address a meeting or a gathering.

How To Create an Appointment Sheet

Without a proper way of organizing your appointments and meetings, you will risk losing clients, investors, and business partners. A meeting is important in business, this is where parties converge to discuss opinions, proposals, consultation, and other important matters. However urgent it is, setting up an appointment is important so that opportunities will not be missed. To make sure this happens, write down scheduled meetings is down by writing all the details in an appointment sheet. When a client or someone requests an appointment, the person concerned or the secretary usually checks the calendar to accommodate the request. Then after, a schedule is taken note of. So what other details should be included in an appointment sheet? Remember this piece of document can be simple or filled with details. Let us help you prepare this by listing down its common details.

I. Find an App or Template

First, you need to find something where you can create an appointment sheet. You can download our templates for easy reference, find an application, or simply create one from scratch using Microsoft Excel and personalize the sheet.

II. Calendar

You can design this to look like a calendar, especially if you need to meet clients on a daily basis. A calendar type appointment sheet can help you keep track of the exact date. But some may opt to just create a sheet where you need to manually input the dates, which can be risky at times as you may incorrectly encode the wrong details.

III. Symbols

You can come up with your own designated symbols for easy reference. For example, an exclamation point if it’s urgent, or a star for VIPs. Whichever works for you and your office.

IV. Details of the Appointment

To write down an appointment or meeting, aside from taking note of the date you need to consider the time too, since there may be other appointments too on the same day. Make sure the details of the appointment are well written and clear. It does not need to be a whole statement, common terms include the name, contact number, and sometimes the reason for the appointment.

V. Modifications

It’s quite common to have clients cancel or reschedule their appointments. Once they do, make sure to quickly edit your appointment sheet, since you may want to accommodate other clients instead so you can make use of your time.

FAQs

To keep things organized, an appointment sheet is a basic tool that a lot of businesses tend to use when scheduling consultations, and meetings with their clientele. To make it easier for you to prepare this document, download our free templates now!