Scheduling meetings can be a serious hassle, but it has never been easier than with Calendly. Calendly is the ultimate scheduling helper. Set your availability and preferences and Calendly takes care of the rest. Forgetting meetings and accidentally double booking your time is no longer a concern. Whether you’re a team of one or the head of a corporation, Calendly will help you keep your schedule straight. Scheduling for clients is as simple as selecting a time and receiving a link. Keeping track of your busy schedule can be complicated, but it’s crucial. Having an accountable calendar is key to client retention. With Calendly, scheduling is just simple.

Individuals, Teams, and Enterprise

Calendly works for any business, any size. For businesses of one, Calendly is a complete gamechanger. If you’re just starting and can’t yet afford to bring on help or build up your team, Calendly is basically a personal assistant. One big sell for Calendly and solo businesses is the integration of payment platforms like PayPal and Stripe. Payment can be submitted immediately upon scheduling, so you’ll never have to worry about billing again.

If you’re a team that needs a little scheduling help, Calendly offers a lot. Not only can you manage your entire team’s availability, but you’ll have an overview of everything going on. With Calendly, you’ll be able to see how your team is doing and adjust accordingly. Calendly will also help you standardize your scheduling process. Having a consistent system in place will help you become a dependable contact, which will help with your customer relations.

Big businesses on the enterprise level of things have a ton of things to juggle all at once. The bigger the team the more moving parts. This is why Calendly’s help can make such a difference. All of Calendly’s features will make it easier for your company to convert prospects to revenue, better interact with established accounts, and help you find the perfect candidate.

A more streamlined and efficient scheduling process has benefits across the board, no matter how big your business is. Calendly is smart with your time and uses it effectively for you.

Scheduling Simplified

There is no simpler way to handle your calendar than with Calendly. Through Calendly your schedule is easy for you to maintain and easy for your clients to access. You can list the time and dates you’re available, as well as meeting methods—like Zoom or in-person—and meeting duration. Calendly also offers you options on how to send reminders to your client before the meeting. You won’t forget your meeting and Calendly won’t let your client forget either.

There’s no juggling times and dates with Calendly. Rescheduling is just as straightforward as scheduling in the first place. If your availability changes, simply update it on your end of things and Calendly will take care of the rest. Clients can also rearrange things on their own. There’s no more back and forth about meeting times, only confirmation.

Without having to always keep one eye on your calendar you will have the freedom to focus on other aspects of your business. Giving your client the power to create their meeting times already gets things off on the right foot. Affording the client a sense of control is a great way to start, or continue, a relationship. Simplifying your schedule takes away a huge stressor for any business and its clients.

Team Monitoring

Calendly offers you the tools you need to best utilize your team. With remote jobs being so prevalent and teams being spread across the country and even the globe there are a lot of factors in scheduling. You can set up your team to take meetings on a first-come basis, turn-based, or even based on location if you have a remote team or multiple locations. Your team’s time can also be divided based on meeting length and the number of attendees. You can be certain that the right team member is on the right project with Calendly’s easy but detailed set-up.

Calendly gives you complete transparency across your entire team’s dealings. You can keep an eye on what types of meetings are being taken, most popular agents, attendance numbers, and use all of that information to adjust to what your client needs. Calendly makes uniformity and standardization a breeze, both of which will help keep your team accountable.

Using this platform will help your team to thrive, not just your schedule. You will gain valuable insight into how your business is received and what is and isn’t working. Figure out where each of your team members will thrive and how your business can grow.

Notifications and Follow-Ups

Follow-up is vital in turning leads and prospects into clients and revenue. Setting up good follow-up practices is so important to businesses, but often tricky to do. Follow-up can feel like a chore, but it gets unwieldy if you get behind on something like that and lose out on meetings and clients. Calendly helps to streamline the entire follow-up process so it’s far less daunting. Calendly takes care of the entire process, from sending the initial confirmation email, the reminder, and a post-meeting thank you message.

Appointments are missed all the time, even with the best of intentions. Follow-up and Calendly’s automated notifications help to cut down on those missed appointments and cancelations. With follow-up handled and more clients coming your way, you’ll be able to focus on improving and solidifying those relationships. Rather than always chasing leads, Calendly all but converts them for you and frees your time up for more.

Follow-up is the key to success. Calendly creates a pipeline of follow-up for you. Calendly’s system also makes it easier to figure out the right kind of follow-up for you without much extra leg work. Simply check a box or two and your new client or prospect will receive all the notifications your team deems necessary.

Client Retention

The best way to keep a client is to be accountable. One of the biggest parts of accountability is showing up when you’re supposed to, and Calendly helps with that. Clients want to be sure that they’re getting what they paid for when they sign up for a meeting. Missing or canceling appointments last minute because of a poorly kept calendar is a quick way to lose a client or two. Making sure that everyone is on the same page about an upcoming meeting is Calendly’s main, and one of its most important, functions.

Client retention comes down to creating solid relationships and trust. A firm and reliable line of communication is something that clients are always looking for. Even if you’re constantly busy, Calendly presents all of your availability in its entirety which can help create a draw to clients. Because of the automated aspects of this platform, clients are less likely to forget about or cancel their meetings. And fewer cancelations means more potential positive turnover for you and your business.  The ease provided by Calendly offers clients flexibility and transparency that is rare with other scheduling services. Clients are as in control of scheduling as your team is, putting everyone on a level playing field.

Additional Features

On top of all of these standard elements, Calendly offers several additional and very helpful features. Calendly is easily embedded into any website and easily accessed. Simply embed your unique Calendly link into the backend of your website and let your clients take their pick. Even if you’re a small or one-person business, having Calendly will be a huge help and also give you an extra element of professionalism. Going it alone can be tough, but integrating Calendly into your website will make you look as legitimate as big corporations.

Calendly makes it easy to set up a meeting no matter where you are. Calendly’s app allows for complete freedom, never having to wait on hold with an office or wait until a desktop or laptop is handy to make an appointment.

Calendly prides itself on being easily integrated into all sorts of platforms. Link your Zoom, Webex, GoToConnect, GoToMeeting, and Intercom meetings to your Calendly account. Keep receiving payments through PayPal and Stripe. Your entire team will stay in the Calendly loop if you use Microsoft Teams or Slack. All of the customer services concerns and general business notes and stats found through Calendly are kept up with via Salesforce, Zapier, Google Analytics, and even The Calendly API.

Pricing

Calendly has several different plans to choose from. Each can be purchased either on a monthly basis or for a year at a time. Calendly offers plans for teams as well as individuals.

Basic

The Basic plan is free whether you’re an individual or shopping for your team. Even though it is the most standard of the plans, it offers a ton of features for no money at all.

  • Google, Office 365, Outlook, or iCloud calendar connection
  • 1 active event type for unlimited one-on-one events
  • Unlimited one-off meetings
  • Automated event notifications
  • Personalized booking link
  • Ability to add Calendly to your website
  • Integrate with Zoom, Google Meet, Slack, and more
  • Access Calendly with web, iOS, and Android apps
  • Custom booking links

Essentials

The Essential plan is the first of Calendly’s plans that will cost you anything. Monthly payments will be $10/seat, but selecting the annual plan saves users 20% as they will pay only $8/seat per month. The Essential plan provides all of the features from Basic as well as:

  • Up to 2 Google, Office 365, Outlook, or iCloud calendars
  • As many active event types as needed, for unlimited one-on-one events
  • Create group events
  • Meeting reminders via email
  • Add links to confirmation pages
  • Scheduling metrics and reporting
  • Add branding to your booking page
  • Reminder and follow-up emails
  • Updated cancellation policy

Professional

The Professional plan is the highest individual plan with a set rate and is also suited for small teams. The Professional plan can be purchased for $15/seat on the monthly plan and $12/seat per month on the annual plan. This plan builds off of the previous two and adds several features as well.

  • Up to 6 Google, Office 365, Outlook, or iCloud calendars
  • Create collective event types
  • Create automated workflows to customize meeting notifications and reminders
  • Customize your confirmation page and redirect invitees elsewhere after booking
  • Integrate with Stripe, Paypal, Hubspot, Mailchimp, Google Analytics, Zapier, and more

Teams

If you’re using Calendly for a group that price goes up to $20/seat per month and $16/seat per month if you sign up for the annual plan. Because it caters to more people, the Teams plan takes everything from Professional and adds:

  • Create round-robin event types
  • Manage event types as an admin
  • Manage groups and permissions for your teams
  • Integrate with Salesforce

Enterprise

The final plan is the Enterprise plan, for bigger organizations who still need a little assistance and support. Enterprise offers everything Calendly has, all of the previous plans rolled into one as well as:

  • Deploy confidently with SAML (SSO) and SCIM provisioning
  • Expedited member support via email and live chat
  • Dedicated Calendly account partner
  • Onboarding and implementation
  • Adoption and outcome guidance
  • Security review and MSA support

Anyone interested in the Enterprise plan should contact the Calendly team.

Each plan also offers several customization options. Basic and Essential users can add Calendly branding to booking pages. For Professional, Team, and Enterprise users, play around with branding by either removing Calendly’s branding, adding something new to a booking page, or customizing the colors of your website when Calendly is added.

Outro

Calendly is much more than a scheduling application. It’s as good as having a personal assistant. With Calendly’s various plans you’ll find just what you need with a reasonable price tag. Never forget follow-up or let it pile up, automate the entire system to make sure everyone is connected. Calendly will also help you learn about your team and what works best, both in time management and team member roles. The scheduling ease Calendly creates will help you build up your reputation, retain clients, establish new connections, and overall give your business an all-around boost.

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