Efficient scheduling is essential for Managed Service Providers using TechAlign to streamline technical alignment and Quarterly Business Review (QBR) sessions. The platform’s unified calendar helps coordinate assessments and reviews across your team and clients, ensuring optimal resource allocation and on-time deliverables. This article guides you through scheduling assessments and QBRs, maximizing your workflow and client satisfaction.
Accessing the Calendar Module
Navigate to the calendar from your TechAlign dashboard. The unified interface displays upcoming assessments, QBRs, and team availability at a glance. Filter by client, user role (Alignment Engineer, vCIO, Admin), or event type to quickly locate or plan new appointments. Integrated views help prevent overbooking and keep everyone informed.
Scheduling a New Assessment or QBR
Click the '+' or 'New Event' button in the calendar interface.
Select 'Assessment' or 'QBR' as the event type.
Assign the event to a client and choose relevant team members (Alignment Engineer, vCIO, etc.).
Set the date, time, recurrence, and add additional notes as required.
Save to add the event to the shared calendar and trigger notifications if enabled.
Automated Notifications and Reminders
TechAlign sends automated reminders to assigned team members and clients ahead of each scheduled event. Customize notification lead times and recipients in account settings. This proactive communication helps keep appointments on track and reduces no-shows, ensuring that QBRs and assessments are consistently completed on schedule.
Best Practices for Team Coordination
Regularly review the calendar for scheduling conflicts.
Use role-based filters for optimal team assignment.
Sync TechAlign with external calendars (Outlook, Google) if supported.
Communicate scheduling changes promptly to all stakeholders.
Conclusion: Streamline Scheduling for Consistent Results
Leveraging the TechAlign calendar ensures assessments and QBRs are scheduled efficiently and transparently. Automated reminders and clear event assignment promote accountability and reduce scheduling errors. Consistent calendar management helps your MSP deliver timely, high-quality service and fosters strong, lasting relationships with your clients.