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Name: ______________________________Date: ______________

Instructions

  • Practice making appointments clearly and keeping track of them.
  • Use complete sentences when speaking or writing to an office.
  • Check the date, time, location, purpose, and what you need to bring.
  • Record each appointment right away and set a reminder.

Example: You need a dental cleaning. The office is open Monday through Friday from 8:00 a.m. to 4:00 p.m. You are available Tuesday after 3:30 p.m. and Thursday after 2:00 p.m. Write a clear request for an appointment.
Answer: Hello, I would like to schedule a dental cleaning. Do you have an opening on Tuesday after 3:30 p.m. or Thursday after 2:00 p.m.? My name is Jordan Lee, and my phone number is 555-0142.

Part 1: Appointment Basics

Complete each sentence with the best appointment word or phrase.

1. The reason you are meeting with a professional is the appointment's __________.

2. A calendar alert that reminds you about a future event is called a __________.

3. Before ending a scheduling call, repeat the date and time to __________ the details.

4. If you cannot attend, contact the office to __________ or reschedule the appointment.

Part 2: Choose the Best Move

Choose the action that shows responsible appointment planning.

5. What should you do first when calling to make an appointment?

○ A. Explain who you are and why you are calling○ B. Hang up if the first time is unavailable
○ C. Ask the office to guess your schedule○ D. Give a random date and time

6. Which information is most important to record after scheduling?

○ A. Date, time, location, and purpose○ B. The receptionist's favorite color
○ C. A guess about how long the appointment will be○ D. Only the month

7. What is the best response if an appointment time does not work?

○ A. Ask politely about other available times○ B. Agree and forget about it
○ C. Become rude to the receptionist○ D. Give no explanation and leave

8. When should you set a reminder?

○ A. As soon as the appointment is scheduled○ B. After the appointment is over
○ C. Only if someone else reminds you○ D. The night before every time

Part 3: Calendar Check

Decide whether each statement is True or False.

9. You should check your calendar before agreeing to a new appointment.   True / False

10. It is fine to write an appointment down several days after scheduling it.   True / False

11. A polite cancellation gives the office as much notice as possible.   True / False

12. You never need to ask what documents or information to bring.   True / False

13. Leaving travel time can help you arrive on time.   True / False

Part 4: Match the Appointment Mission

Match each situation on the left with the best action on the right.

14.You forgot the office address.__________A. Ask what documents or items are required.
15.You have two appointments at the same time.__________B. Plan your departure time and allow extra time.
16.You are unsure what to bring.__________C. Contact one office to reschedule.
17.You scheduled an appointment for next month.__________D. Ask for the location and record it.
18.You may arrive late because of travel time.__________E. Add it to your calendar and set a reminder.

Part 5: Speak Like a Pro

Write a clear, polite response for each situation.

19. Write a sentence asking a doctor's office for an appointment about a persistent headache.

20. Write a sentence asking whether an appointment is available after 4:00 p.m.

21. Write a sentence confirming the appointment details before ending a call.

22. Write a polite sentence explaining that you need to reschedule.

Part 6: Build Your Appointment Tracker (optional challenge)

Complete the missing information for each appointment record.

AppointmentDate and timeLocationPreparation or reminder
Eye examMonday, May 6 at 10:00 a.m.Riverside Vision, 18 Oak StreetBring glasses; set a reminder for May 5
Job interviewThursday, June 13 at 2:00 p.m.Bring two copies of résumé; set a reminder for June 12
Physical therapyWellness Center, 240 Pine AvenueWear comfortable clothes; arrive 15 minutes early
Tuesday, July 23 at 4:30 p.m.Community Music School, 7 River RoadBring registration form; set a reminder for July 22
Library tutoring sessionSaturday, August 3 at 11:00 a.m.

Answer Key

1.purpose
2.reminder
3.confirm
4.cancel
5.A (Explain who you are and why you are calling)
6.A (Date, time, location, and purpose)
7.A (Ask politely about other available times)
8.A (As soon as the appointment is scheduled)
9.True
10.False
11.True
12.False
13.True
14.D (Ask for the location and record it.)
15.C (Contact one office to reschedule.)
16.A (Ask what documents or items are required.)
17.E (Add it to your calendar and set a reminder.)
18.B (Plan your departure time and allow extra time.)
19.Hello, I would like to schedule an appointment because I have had a persistent headache.
20.Do you have any appointments available after 4:00 p.m.?
21.To confirm, my appointment is on Wednesday, October 9, at 3:30 p.m. at the Main Street office.
22.I am sorry, but I need to reschedule my appointment because I have a conflict.
23a.Job interview · Thursday, June 13 at 2:00 p.m. · Not provided · Bring two copies of résumé; set a reminder for June 12
23b.Physical therapy · Not provided · Wellness Center, 240 Pine Avenue · Wear comfortable clothes; arrive 15 minutes early
23c.Music lesson registration · Tuesday, July 23 at 4:30 p.m. · Community Music School, 7 River Road · Bring registration form; set a reminder for July 22
23d.Library tutoring session · Saturday, August 3 at 11:00 a.m. · Not provided · Not provided
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