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  3. Simplify your professional life with Calendly: make an appointment in a few clicks!

 

Simplify your professional life with Calendly: make an appointment in a few clicks!

  • 3 minutes of reading  •  9 January 2023

 

Back when you had to plan your week, you made a schedule on paper. It was never a good idea. You might miss a meeting with an important client simply because you misplaced the paper on which you wrote your schedule for the whole week.

Also, you can’t carry a paper or newspaper everywhere. It’s embarassing. This is where Calendly joins the party! A free online dating tool that revolutionizes the way you plan your life.

In this article, we will talk about Calendly, its services, features, benefits, and pricing.

What is Calendly?

Calendly is an appointment scheduling and management platform that allows users to easily schedule and manage appointments and meetings with clients, colleagues, and others. You can use Calendly to schedule one-to-one meetings, group meetings, phone calls, and other appointments.

The company was founded in 2013 and has grown to amass 10 million individuals and businesses as customers.

System requirements

Calendly can be used with any device that has an internet connection and a web browser. It also has mobile apps. System requirements are listed below.

For iOS, the software must be iOS 12 or later, and for Android, Android 5.0 or later, with a minimum of 512MB RAM. For Outlook desktop plug-in, your PC must have Outlook 2007 or later and Windows XP or later.

Products Offered by Calendly

Calendly provides a range of solutions across various products. Let’s check them out!

Calendly for sales

Calendly helps with a seamless integration allowing users to schedule and manage appointments directly from their Salesforce account. You can use it to schedule meetings quickly to connect with potential customers before a rival company does. Amazingly, 93% of sales teams achieve faster sales cycles using Calendly Sales.

Calendly for recruitment

With its automated scheduling, you can engage with more interviewees and speed up the hiring cycle. Some steps in the interview loop can be automated to help manage process load.

Calendly for Tax Operations

Operations teams can schedule meetings with customers and team members and use them to manage internal meetings. This can help improve communication and collaboration with all stakeholders. Its integration with customer relationship management (CRM) can help automate processes and reduce manual tasks.

Calendly for Customer Success

You can use Calendly to improve your interactions with customers by reaching out to them throughout their journey to build rapport and improve their experience. By using it, our customers have reported a 30% increase in customer retention.

Calendly for IT

IT teams can use Calendly to schedule IT support meetings and manage appointments with users who need technical support or assistance. It improves efficiency and reduces the time spent on planning. Calendly is SOC 2 Type 2 certified and PCI and GDPR compliant.

Calendly for Marketing

With Calendly, you can schedule your leads directly from your marketing channel. Instead of giving customers the option to learn more, give the option to “book a meeting now.” This will remove a communication barrier and start a direct dialogue with prospects.

Calendly Highlights

Let’s take a look at some key features of Calendly!

Making appointments

Calendly makes it easy for users to schedule appointments and meetings with clients, customers, and team members without hassle. Users can set their availability, choose from scheduling options, and invite others to schedule appointments.

Types of meetings

Calendly allows you to create different meetings or events, such as individual meetings, group meetings, webinars, etc. It allows you to tailor your scheduling options to your needs and preferences.

Routing forms

Follow up with website visitors and, based on survey participants’ responses, turn people into leads.

Resource Scheduling

Calendly’s Resource Scheduling feature allows users to schedule and manage the availability of resources such as conference rooms or equipment. This helps to ensure resource efficiency and effectiveness.

Calendar connections

Calendly lets you connect to other calendars to view real-time availability.

Integration with others

It integrates with a range of other business tools, such as customer relationship management (CRM) software, project management software, and email and calendar apps. This can help users automate scheduling processes and reduce manual tasks.

Mobile App

Calendly offers a mobile app for iOS and Android devices, allowing users to access and manage their schedules on the go.

Reorganize workflows

Systematically manage routine communications like reminders and follow-ups to increase show rates and reduce work. You can improve attendance by scheduling event notifications and confirmations in advance.

Meeting polls

Send meeting surveys to get feedback on other parties’ availabilities to schedule a meeting for everyone at once.

How to use Calendly?

Here’s how to schedule your appointments with Calendly!

  • Register and create an account. You can sign up for a free account or choose a paid subscription plan.
  • Set your availability for appointments and meetings. You can choose from a range of scheduling options, such as a set time or custom availability, and set the duration and frequency of your appointments.
  • Invite others to book meet with you. You can do this by sharing a link to your Calendly calendar or by integrating Calendly with your email and calendar apps.
  • Schedule and manage appointments. When someone makes an appointment with you, Calendly will let you know and add the appointment to your calendar. You can view and manage appointments from the Calendly dashboard or mobile app.

There are two pricing categories with Calendly.

Free plan

This includes basic scheduling features such as setting availability, inviting others to appointments, and viewing and managing your appointments.

Premium Plans

Premium plans include additional features such as scheduling multiple types of appointments, personalized emails, confirmation messages, and integration with other business tools. The premium plans are priced as follows:

Basic – $8 per user per month, billed annually.

Premium – $12 per user per month, billed annually.

Pro – $20 per user per month, billed annually.

Overall, Calendly is a simple and convenient tool for managing appointments and meetings. It can be useful for sales professionals looking to streamline their deadlines and improve their workflow. With its flexibility to create custom event types, set availability and buffer time, and integrate with third-party tools like Google Calendar, Outlook, and Slack, Calendly is the perfect tool for scheduling appointments.

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