This presentation was created for the Houston Interactive Marketing Association's Marketing Stack Workshop, August 2017. Learn the ins and outs of Calendly, a simple meeting scheduler that eliminates the back-and-forth messaging that often comes with making plans. Find out how and why you should be using Calendly.
3. The Solution: Calendly
● People making an appointment with you can easily see when you’re available
and schedule a meeting.
● Connects to your Google, Office 365, iCloud, or Outlook Calendar to avoid
scheduling conflicts.
● Fewer emails for everyone, and no back-and-forth.
● Very simple and easy to use.
● You completely control your schedule.
4. Features
● One-on-one or group meetings scheduled in the same timeslot.
● Tell Calendly which hours throughout the day you’re available, and add a
custom buffer between meetings.
● Limit the number of meetings per day.
● Automatically detects timezones so everyone expects the same time.
● Works for teams.
13. Pro-Tips
● Embed Calendly on your website so your visitors can book time with you
directly from your site.
● Customize the invitee questions to collect valuable intel and lead data
○ You can also ask if there’s something you need to prepare before the meeting so no valuable
time is wasted.
● Customize notifications so the messaging is consistent with your brand.
● Integrate Calendly with the other tools you already use.
14. Automations
Sample zaps: + = productivity!
● Create Mailchimp subscribers from Calendly invitees
● Add Salesforce leads from new Calendly events
● Create Google Sheets rows from new Calendly events
● Create meetings in GoToMeeting from scheduled Calendly events
● Send a Slack direct message when new Calendly events are scheduled
How many times have you gone back and forth trying to set up a meeting?
They can’t see what’s on your calendar, just when you are and aren’t available
No time zone errors...you can choose how many meetings a day youll have and if you want to put a 15- or 30-min buffer between meetings so you’re not busy back to back
This is what it looks like when someone tries to book an appointment with you…
They can see the days and times youre available and compare if that works for them as well
They enter contact details (you choose which details and if they’re required or not)
This is what it looks like when someone schedules a calendly event with me
I get an email notification and it’s automatically added to my google calendar.
I like to add my calendly link to my email signature. This further reduces the back and forth scheduling time because the invitee doesnt even have to propose a meeting.. All they have to do is click my signature to set up a time with me,