During days that I am flooded with tasks, I take them on with checklists and proper scheduling!
Scheduling tasks can be daunting when you don’t have the proper tools, and there is nothing more satisfying than finding the online scheduling tool that is right for you.
I stumbled upon Calendly recently and decided to review it here for you.
Calendly is a simple scheduling tool that takes the work out of connecting with other people so you can focus more on daily tasks. Users benefit from Calendly with an enjoyable scheduling process. Calendly is linked to Office 365, Google, Outlook, and apps such as Zapier, Salesforce, and Stripe.
How to Use Calendly?
Professionals have and use Calendly to schedule events, outline meeting parameters, rules, and designate tasks. Calendly conforms schedules meetings involving various parties and adds accordingly to their calendars. Moreover, the scheduling tool ensures that no event is booked twice and sets notifications and reminders to keep individuals on track.
Who Uses Calendly?
Calendly is a scheduling tool that can be used in teams and departments at a company so groups can set meetings and distribute tasks. It works for individual professionals, such as myself, who actively schedule appointments apart from their other business practices. Calendly is very simple and easy to use for anyone with a hectic, busy schedule who does not want to worry about the bothersome process of scheduling tasks manually.
With Calendly, you are empowered to take ownership of your scheduling, and here are some of the features to help you do so:
1. Profile Customization
Calendly delivers a scheduling experience that aligns your brand through removing Calendly branding and customizing your profile.
2. Time zone detection
This feature displays the availability of your invitee’s timezone with automated, intelligent time zone detection.
3. Scheduling notice
Calendly helps you avoid last-minute meetings and gives you enough time to prepare for scheduled tasks and meetings.
This Calendly feature sends you reminders, texts, and confirmation to improve on no-show rates.
5. Streamlining collaboration
With Calendly , you can empower your team to create a streamlined and efficient workflow with the following sub-features:
A. Team pages
This offers a single view of various types of meetings, which allows invitees to properly schedule with the relevant individuals, events, or topics.
B. Admin Features
This allows users to get existing and new team members to set up for scheduling for all types of events.
C. Unified Billing
It eliminates expense reports from specific team members with one simple payment that covers each user.
D. Metrics and reporting
This allows parties involved to gain insight with campaign tracking correlating to scheduling and invitee engagement.
6. Payment integration
With the Payment integration feature, invitees can submit partial or full payments whenever they would schedule an event with you. With this feature, you can accept payments across a team or one-on-one activities with your invitee’s PayPal account, debit, or credit card. You may streamline the billing process into a single step with Calendly’s PayPal integration.
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The benefits and subfeatures with payment integration are:
- Collection of payments in USD
- Including payment terms in line with the scheduling process
- Making payment optional or required
- Payment will be automatically routed to your linked account; a receipt will be sent to your invitee from PayPal
- Arranging various types of meetings
You can hold these types of various meetings with Calendly:
- One-on-one- allows users and their invitees to schedule individual slots for meetings
- Round robin- automatically distributes your sessions based on equity, priority, and availability
- Collective- enables the invitee to schedule time with your multiple members at the same time
- Group- you can host numerous invitees at once for training, webinars, and much more.
7. Business platforms
Calendly business platforms are the following:
A. Calendar integration
This enables you to connect to six Google, Office 365, Outlook, or iCloud calendars so you will not be double booked.
B. Website Embed
This feature allows your customers to schedule from your website directly
C. Integration with existing services
Get directly integrated with Salesforce and with GotoMeeting and connect with other apps with the help of Zapier.
D. Calendly with Chrome
You may access Calendly links with one click and indicate specific available times in line with ad hoc meetings to embed into one email
E. Webhooks + API
You can create customized integrations with the assistance of Calendly’s API
Connecting Calendly and GoToMeeting
Connecting your GoToMeeting with Calendly allows you to generate a highly dynamic conferencing link to any type of event. Invitees will be able to receive details of location after scheduling with you. The link will appear along with the event details of the scheduled events tab found on the homepage.
The following are the benefits and features when you connect Calendly and GoToMeeting:
- Parties involved can gain access to conferencing details
- You and your invitee can instantly access meeting details
- Your teams can connect to multiple Calendly accounts to GoToMeeting
- You can have real-time updates to support cancellations and reschedules
Connecting Calendly and Zoom
When a Zoom account is connected to Calendly, video conferencing is made simpler. Having Zoom as your event location automatically outlines conference derails and saves them directly to your calendar event. This feature allows your invitees to instantly have access to these details and protect your effort, time, and help avoid meeting no-shows. Once you have scheduled an event, the circumstances in Zoom will be automatically shown in the confirmation notifications and calendar event details forwarded to your invitees.
Here are some of the sub-features and benefits from connecting your Calendly to Zoom:
- Generate Zoom video conference details for each scheduled meeting
- Eliminate the need to remember and set video conferencing details for meetings
- Update meeting details when canceling, postponing or rescheduling
Advantages of Calendly
Here are some of the advantages of Calendly that I’ve found as I navigate through the platform:
1. Adaptability of scheduling
The best advantage with Calendly is it enables you to set schedules for all sorts of event types. You can allocate available times, blackout dates, automatically add buffer time, limit the number of events to the calendar within a day, and much more.
2. Efficient for Ongoing Events
This scheduling tool is perfect for setting-up live meetings or events continuously but giving the user enough flexibility and heads up to be in control. Calendly helps facilitate programming in any company because of the versatile interface that makes it user-friendly. The Calendly interface can integrate standard tools such as Outlook for organizational optimization.
Mostly, you are given the freedom to choose a date and time but ensure that is pragmatically first your schedule as well. Calendly is perfect for live scheduling demos for training events, clients, and webinars. It’s great for small to medium-sized sales teams that need a well-maintained flow of sales demos or calls. Calendly makes it easy to communicate with clients since it adjusts and notifies your time with the timezones of your invitees.
4. Integrated with Numerous Platforms
Calendly can be integrated with popular apps and programs such as Zoom and Paypal. This integrated feature helps you acquire multiple business-related responsibilities while you set up appointments. The more you can automate in Calendly with various platforms, the more energy and time you save.
5. Fewer emails
Calendly works for scheduling and is integrated with other platforms so you can accomplish tasks altogether. Calendly helps cut down the messages in your inbox and save you the time by scheduling online and not through the back and forth mail
6. Free version
Calendly’s free version is relatively useful. This makes it a budget-friendly choice for any person who may need further assistance with scheduling.
Areas Calendly Can Improve Upon
Calendly is already a simple and powerful tool, but there is always room for improvement. Some areas that Calendly could improve on are:
- More variety in scheduling options- there could be much efficient, flexible ways for teams in Calendly if the site expands its group scheduling features. For instance, it would be much better to allow users to set up meetings with someone in their group but not require each of the members to be there.
- Integrating branded content- For organizations, it could be helpful to have branded Calendly pages, so they can send links to customers and clients with pages that look like they were sourced from the company. This would entail being able to include graphics, colors, typeface, and much more into Calendly pages.
All in all, Calendly provides a highly smooth interface that quickly shows users and your teammates your availability and allows them to schedule events with you. Calendly helps users tremendously to simplify their scheduling process by providing a platform to coordinate meetings and calendars with others online. When you use Calendly to schedule, it enables you to skip lengthy emails and long phone calls and veers you straight to multi individual events through sharing custom links.
Let me know in the comments if you use Calendly or another scheduling platform.
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