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How to Guide and Offer Appointment Options

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One vital skill each person on your team must master is how to guide and offer appointments. Each team member needs to understand the importance of executing this well. All must remember they are acting as a guide on this journey toward an ultimate destination…a great smile!

This skill of offering appointments used to be relegated to Scheduling Coordinators and the front-office team, but more and more it is being done by any team member.

Let me ask a question, how pleased are you with what you overhear? How many times have you overheard when a team member seems to cower and yield to whatever the parent or patient wants? How often have you seen the schedule overridden due to the push of our customers instead of the wisdom of a planned schedule?

We have to be the guide because our patients and families sometimes wish to succumb to the short-sited goal of convenience while losing sight of the long-term goal of completing treatment in a timely fashion. It is our job to help guide them to their ultimate destination of completed treatment WHILE having a good experience of on-time visits by scheduling to a successful grid. (Newsflash: Not everyone can be seen in a 2-3 hour window.) 

It’s about Control

One thing we forget about this critical scenario is the nature of setting appointments. This is best remembered by considering personality types. Take a look at the Fire characteristics and what they need. Fire desires CONTROL. Fire needs “Options and Authority”.

What does this have to do with guiding and offering appointments? Everything. Think about it. How do YOU feel about your calendar? Don’t you guard and control it? Yes, we all do!

Not every person leads with a Fire personality, but each instance of setting appointments is a Fire scenario as we deal with the juggling act of multiple calendars.

But if the situation has the customer wanting control and we cannot provide them carte blanche access, how are we to accomplish the goal of setting appointments that work for everybody?

We are going to remember the scenario needs to provide Options and Authority. This is done using the 2-Option Technique. 

The 2-Option Technique to Offer Appointments

In its simplest form, when offering appointment options, we provide 2 times and pass the authority over to them with a follow-up question. This ensures your team remains the guide. (Keep in mind this is one of the types of questions we have discussed before; read more here.)

In print, to be a guide as you offer appointments looks like this:

“Dr. Smile has prescribed the next adjustment in 8 weeks. The doctor’s first available is on Monday at 1pm or 2pm. Which one works best for you?”

We must keep in mind that time options are facts and need to be stated as…well…statements. Statements “sit down” at the end of the phrase. Then we use the follow-up as a means to pass authority, ask a question, and express the upward lilt/pitch that cues the next move is theirs. 

The 5 Most Common Errors

The common errors that occur when offering appointment options tend to fall into a few broad categories. They result in our team members not being a guide. Let’s take a few moments to name them and clarify why they result in us transitioning from guiding them to negotiating with them from a position of weakness.

  1. The Wrong Question
  2. Too Many Options
  3. Phrasing
  4. Rescuing and Un-selling
  5. Emotion 

1. The Wrong Question

This error is when we use the wrong follow-up question. When passing the authority and cueing that we have finished, the correct type of question must be provided. The BEST question is a leading question.

If you watch courtroom shows you have likely heard, “You’re leading the witness.” We want to utilize that technique to lead them to the options we are guiding them to.

When done properly we have offered 2 options, A or B. The intent is to have the recipient choose from one of the provided options. We want to lead them to choose from the two viable options. Use “which one works” instead of “do either work”.

“Which one” implies a limited choice between the two. Whereas “do either work” implies that the provided options are two of many or unlimited options. 

2. Too Many Options

We must remember that we can visually see the written options and they only have their hearing to absorb the options. Too many options are confusing.

I have heard, “We have 8 o’clock, 9:15, ten to 11 (meaning 10:50)…and so on, in one long run-on sentence.

The reality is that there are times where the schedule is open and we can be flexible. If this is a new patient and you wish to express broader availability, offer options like this, “Tomorrow Dr. Smile has a few options. The first being at 10 am and the last being at 3 pm with a few options in between. Which works best for you?” 

3. Phrasing

There are times the offering of options is doomed right from the start. This is because the phrasing starts out of the gate with a question phrase.

The guiding role is surrendered with question phrases that start like this:

  • “Could you do…”
  • “How about…”
  • “What about…”
  • “Is it possible for you to…”

Such phrases set the trajectory to ask a question instead of stating facts. I tend to hear this more commonly with last-minute rescheduling, emergency calls, “soon” appointments, and those that have asked for multiple iterations of options.

To combat this, ensure to start each sentence as a fact or statement. Stating phrases start like this:

  • “Dr. Smile has…”
  • “The next available is…”
  • “Looking out farther we have…” 

4. Rescuing and Un-Selling

Rescuing happens when the provided options do not even have the chance to be considered. We tend to hate the silence of consideration and want to move to an easy choice that makes us look better.

Silence is ok. Silence is golden. Smile and wait.

You would be surprised at how many will actually hear, consider, and resolve the dissonance if we will simply allow them to do so.

This most commonly sounds like, “I have a 2 pm or 3 pm next Wednesday, but I could look farther out if you want me to.” Or we offer times with wincing or disgust in our tone.


Offer the 2 options, provide the authority to choose using the follow-up question, then ZIP IT! Smile and wait until they select one of your options or ask you to provide another set of options. 

5. Emotion

Too often we add our bias to the available options resulting in emotion. We must remember that ALL options are good and viable ones. This common error tends to combine one or more of the previously mentioned errors.

When we get all worked up about what we are offering we end up wishing the options. Our voice, phrasing, and posture shout, “Please…please…please take a time, don’t hate me, and let me be done with this…”

Allow me to contrast this error with an option many provide with absolutely NO emotion bundled within it. It is for those offices that have multiple locations. Without emotion, I hear, “We have offices at A, B, or C. Which one is best for you?”

It is said that simply, as fact with no care as to which choice they make. That is the KEY!

If we can train our team to offer options with no bias or emotion locked up in it, we will be fully ok with whatever choice they make! Even if that choice is to look for another couple of options. 

What if They Insist?

Hey…it happens. There are some clients that insist on their conditions every time, all the time. This should be a shortlist. But even in those situations, we can still stick to facts.

Let’s run through a common scenario of a last-minute schedule, for whatever reason. We commonly get asked if that same 4:30 pm appointment is open tomorrow or next week.

First, start with stating expectations. Remain in your guiding role.

“I will be happy to help you get rescheduled. In order to keep you close to Dr. Smile’s prescribed timing and since we book on an 8-week rotation, I’ll be looking for the first opening still available.”

We know the comeback. “Oh, it must be 4:30 pm.”

To which we can reply, without icky emotion,

“I can certainly look for that time but it will likely be a month out and could extend the timing of treatment, OR, I can look for a time to remain closest to what the doctor intended. Which would you prefer?”

Notice we provided options, spoke to implication (consequence), and provided authority for them to choose. Should they opt for the 4:30 pm time that pushes out their appointment timing, do so but make a note in the treatment chart about the extended time to get in for the appointment. Doing so empowers your entire team to understand actual treatment time. 


Be the guide. Remain the guide. Guiding is a skill every team member needs to learn and practice.

Incorporate the 2-Option Technique. By doing so you help your families and your team toward their higher goals of completed treatment with on-time and successful visits.

Remember, “Just the facts, Ma’am.” State options as facts!

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