It’s all about more time connecting and less hassle scheduling. Calendly is an automated scheduling platform that provides all the tools to give your business a seamless experience. 

It supports scheduling at scale, from mom and pop businesses to large corporations. And it’s convenient by providing one centralized location for admin management, managing security and compliance, and allowing up to 6 calendars per user. 

Features

Analytics

• Calendly’s latest addition and a very important one! Use scheduling analytics to find trends and optimize scheduling. Have the ability to create a custom dashboard and uncover crucial information like popular meeting days, top performers, and in-demand meeting types. Even use it to plan out team availability (or vacations) based on customer meeting trends. 

Availability Preferences

• Availability preferences give you control to predefine availability, set caps on meetings, or adding a buffer time between meetings. You can share availability for scheduling by sharing a scheduling link or pasting your available times into an email or webpage. Calendly even has timezone detection to eliminate any back-and-forth communication and avoid potential conflicts.

Team Scheduling

• Use team pages to give invitees a variety of meeting choices and have the ability to mix and match meeting types. With automatic assignment, your invitees can choose which time works best for them and Calendly will handle the rest based on availability or priority. And the best part is, you have access to team event types for multi-person scheduling, such as webinars or demos. 

Workflows

• Take advantage of automation to improve scheduling and communication efficiency. Reduce no-shows and cancellations by scheduling event reminders and confirmations via email or SMS. Save yourself time by automating routine communications, and create custom messages to apply to all of your event types.

Embeds

• Using instant scheduling, let your visitors schedule easily with just one click on your website, from any web page. Pick the best scheduling solution for you whether it’s inline, a pop-up widget, or pop-up text. Allow leads to contact you when they’re ready instead of using lead forms and email follow-ups. 

Calendar Connection

• You can connect up to six business and personal calendars based on real-time availability. Using intelligent scheduling, instantly check availability across multiple calendars to eliminate double bookings. Whenever a meeting is created, automatically include location details such as video conferencing via Zoom, Webex, and GoToMeeting. Best of all, Calendly integrates with a variety of calendars like Google, Outlook, and Microsoft Office to use real-time availability and automate the scheduling process. 

Routing Forms

• Build a routing form in minutes and share the link or embed it on your website to eliminate booking delays and lead drop off. Increase your efficiency by screening website visitors, prioritizing high-value leads, and connecting visitors with the right person faster. 

Meeting Polls

• Utilize voting and scheduling with one platform. Create a poll for your invitees to vote on the best meeting times that you pick. Improve attendance with the timezone detection showing invitees meeting times in their local time zone. 

Calendly provides a scheduling platform with all users in mind. Whether it be the meeting host, invitee, or a lead looking for more information, its goal is to provide convenience and increase efficiency for everyone. If you’re looking to maximize convenience for your users by embedding Calendly on your website, the PK team is already experienced with Calendly and happy to assist. Contact us today to get started!