The new Supernova Scheduling Tool will change the way you schedule your client meetings. This advanced Excel-based spreadsheet is used to enter your 12-4-2 appointments and then download to Outlook. It will create client, butler and Centers of Influence appointments for you based on your preferences. You can use ‘as is’ or download to Outlook. If you choose the option to generate e-invites through Microsoft Outlook they will be created automatically and be ready to send out. All client meeting schedules are based on the Supernova 12-4-2 meeting schedule (Monthly meetings for clients with 2 in-person and 2-quarterly reviews, quarterly meetings for butlers and monthly 30 minute meetings for COI’s. You have the option to make these meetings in-person, through zoom or by phone.
System Requirements: Microsoft Windows including 365 or Windows for Mac
*After downloading and saving the Excel file to your desktop or shared drive reopen and ensure macros are enabled for best performance.
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All new Excel-based format compatible with Windows for Mac
Create 12-4-2 client meetings (that download to Microsoft Outlook)
Create 4-1 quarterly (butler) meetings (that download to Microsoft Outlook)
Create monthly Center’s of Influence meetings (that download to Outlook)
All holidays in US and Canada are blocked out for your convenience
Download the client’s schedule with one click
All information is self-contained on your computer avoiding any privacy/security issues
You set your hours of business and preferred days for appointments
