When your days are filled with calls, meetings, and consultations, juggling your calendars can be tedious. Back-and-forth emails confirming and rescheduling appointments not only fill your inbox but also leave a lot of room for error.
If you’re looking for a solution to put an end to this, Calendly may have the answer for you. Read on to find out why over 10,000,000 people already use this popular app.
What is Calendly?
Calendly is a freemium online scheduling service that takes time management to the next level. With this cloud-based app, you can make it easy to schedule time with your clients.
You can create events and allow those interested in meeting you to book an appointment with just a few clicks. By setting your business hours and linking your calendar app, you’ll never have to worry about conflicting appointments. Smart calendar integration will keep your schedule up to date at all times and consistent across all apps. Customizing the days and time slots you are available also gives you full control of your time. Clients can book an appointment that perfectly suits them and you without anyone having to lift a finger.
And this is just the beginning.
Calendly already has a ton of customization options and is constantly introducing new features. From automating reminders to routing leads through recruiting, this app can do much more than just keep your calendar organized.
Who can use Calendly?
Nowadays, almost everyone needs help programming. Essentially, whether you just need executive help as a freelancer or are looking to get your entire 30+ team on the same page, Calendly can provide the solution you need. Teachers can use group event options for classes, while consultants can stay on top of their inpidual classes. Whether you offer online or in-person meetings, those interested in your services can connect with you with ease.
Calendly Pricing Plans
As mentioned, Calendly is a freemium tool. Anyone can try it and use it as long as they select the free Basic plan. However, to get access to more advanced features, you will need to choose a subscription. Calendly offers several pricing plans so everyone can find the package they need. A 14-day free trial for Teams is also available so you can try out all the customization options.
Basic calendar
This plan only includes the basic features of the app. You can link only one calendar to your Basic account and create only one type of event for your clients to book. You won’t be able to take advantage of tracking or customize your notifications. However, you and your clients will still receive automatic event notifications so you don’t have to deal with rescheduling and canceling manually. You can also customize your booking page and customize your booking link in the Basic version.
Calendar Essentials
If a single event type is not enough for you, you can get unlimited event types by upgrading just one level. For $8 a month, you get access to a few more features, particularly group events. You also get a slightly higher level of customization on the Essentials plan.
Professional calendar
If you use multiple calendars, you may want to opt for the Professional plan. This package allows up to six calendars per person, plus access to all customization features. This $12 plan is Calendly’s most popular.
Calendar Teams
If you want to deploy Calendly to your entire team, check out the Teams package. With the Salesforce integration, one more thing will disappear from your to-do list. The Teams and Enterprise plans are the only ones that also offer live chat support to users.
calendar company
Companies considering implementing Calendly should contact them directly. This plan offers greater security that companies cannot do without.
How to set up Calendar
If you’re interested in trying Calendly, you’ll need to set up your account. Please note that you will not need a credit card for this.
- Go to calendar website and click the blue “Get Started” button.
- Enter your company email and click “Sign Up.”
You will need to enter your information and then verify your email address. Then, you can log in and start setting up your Calendly. The app will ask you for information such as your time zone, your available hours, and your role at work. It will also ask you to create your custom URL and link the calendar of your choice. You can do this right now or simply click “Set up later” and finish the registration process.
Complete your profile
To make a positive impression on those who visit your Calendly page, you need to complete your profile. Do this in your account settings.
- From the Calendly home page, click “Account” and then “Account Settings” from the drop-down menu.
- Fill out your profile information in “Profile.” Be sure to upload a profile photo as well.
- Click “Branding” and upload your company logo. This is not required but it helps you look professional.
- Customize your Calendly link in “My Link.”
Connect your calendar
A key step in setting up Calendly will be to connect your calendar to the app. Whether you use Google, Microsoft, or Apple calendars, you’ll be able to link your calendar. By doing this, you won’t have to edit your available hours every time you add something to your calendar. Your appointments made through Calendly will also automatically appear in your calendar app.
Here’s how to add your calendar:
- Click “Account” on the Calendly home page and choose “Calendar Connections.”
- Choose the calendar you want to connect.
You can add two calendars in Essentials and up to six calendars in the Professional, Teams, and Enterprise plans.
Create your event
To create an event in Calendly, follow these steps:
- Go to the Calendly home page and look for the “+ New event type” button.
- Choose the event type “One on One” or “Group” on the next page. Basic accounts can only create events one by one.
- Complete the information about your event and click next.
- On the next page, you will be able to customize when the event will take place.
In the “Hours” tab, you can configure everything from the duration of the event to the available times. You can change your available hours for each day separately. To remove a day from available slots, click on the day in the calendar and press the button that says “I’m not available.” Customize how far in advance your clients can book you by changing the date range.
In the “Advanced” tab, you can further organize your schedule. Choose how many meetings can take place in a day and modify other details as you wish. When you’re done, click “Next.”
- On the last page, you’ll see a number of additional options, from guest questions to reminders and cancellation policies. Be sure to review each option and edit the fields as you wish.
When you’re done, click “Save and Close.” Your event is now available to book through your personalized link.
Additional FAQs
Is Calendarly free?
One of the best things about Calendly is that you can start using it completely free. You can use the basic version of Calendly for as long as you want. However, the free version limits the number of calendars linked to one, along with other restrictions. You can try the “Teams” premium version free for 14 days to see if it’s worth it.
What apps work with Calendly?
Another feature that makes Calendly attractive to many is app integration. In addition to linking your Calendar app, Calendly also allows for the integration of many other applications. Zoom, Typeform, Slack, Salesforce, and Microsoft Teams are just a few examples.
Manage your schedule like a pro with Calendly
Calendly can help you keep your schedule under control. Not only is it a convenient tool, but it also offers a streamlined booking experience to your customers. It’s completely free to get started, but the advanced features make paid packages worth considering too.
How do you manage your overflowing agenda? Do you need a tool like Calendly? Tell us what you think about the app in the comments section below.
