VA Tools In The Spotlight: Calendly

VA Tools In The Spotlight: Calendly


Calendly is a great tool to use to schedule meetings and appointments, easily.

What is it used for – key features

  • Easy appointment and meeting scheduling
  • Eliminate the need for email or phone arrangements
  • Great for getting prospect meetings straight away

Why should l recommend this tool to a client?

It is a great tool to allow your client to book meetings with you or their own clients, which you can organize.

How does it work?

You simply set your availability preferences in Calendly, share your personal link with clients, and they then pick an available time to meet with you. The event is then added to both of your calendars.

Integrations?

Calendly offers various integrations including Mailchimp, Slack, and Zapier.

Pricing?

There are two simple options: basic or premium, and you can up or downgrade when you want to. Basic is free and offers many great features, and Premium is $8 per user per month (with a 14 day free trial). This offers several additional features such as customizable email notifications, branding and more.

Best Practices

Show People. You can politely show people how to use your scheduling link.

Secret Events. You can create events that are only seen by people who you share the URL with.

Override. You can override your recurring availability to ensure certain time slots stay meeting-free.

Breaks. Breaks can be added easily between meetings.

Multiple Calendars. You can add multiple calendars to your account.

Attachments. Want to send material to someone after they book a meeting? You can share material with them automatically.

Other Comparable Tools

Sidekick

Youcanbook.me

 

Do you use Calendly? How do you find it helps your client projects? Share with us below!


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