Streamline Your Scheduling with Calendly

Introduction

Are you tired of endless back-and-forth emails trying to find a meeting time that works for everyone? Learn how Calendly can eliminate the hassle and streamline your scheduling process.

Setting Up Calendly

• Create a Free Account: Use the link provided at the top of the screen or in the video description to sign up.
• Connect Your Calendars: Navigate to 'Availability' and 'Calendar Settings' to sync with your calendar platform. This feature ensures viewers only see open time slots without revealing specific details.

Features of Calendly

• Multiple Calendar Support: Connect up to six calendars with a paid plan or one with a free plan to avoid conflicts.
• Automatic Scheduling Updates: When meetings are scheduled, they are added directly to your chosen calendar.
• Customizable Availability: Adjust availability manually or via the calendar view to account for vacations or changes in work hours.

Creating Meeting Types

• Event Types: Add event details, duration, and location options, including linking with Zoom for virtual meetings.
• Advanced Scheduling Options: Set limits on advance booking and notice for meetings. Add buffer times and preparatory questions.

Integrations and Add-Ons

• Payments: Connect with Stripe or PayPal for easy one-click payments.
• Meeting Polls: Create polls to streamline group meeting decision-making.
• Round-Robin Scheduling: Balance team member meeting loads efficiently.

Email Integration

• Email Signature Links: Copy links to allow direct scheduling from your email signature.

Automate with Calendly Workflows

• Templates and Custom Workflows: Use pre-designed templates or customize workflows for reminders and follow-ups, both through text and email.
• Meeting Automation: Include reconfirm buttons and cancellation policies. Combine pre-meeting and post-meeting automations.

Enhancing Productivity with Browser Extensions

• Browser Extensions: Download on Chrome, Edge, and Firefox for seamless multitasking without switching tabs.
• Mobile App: Access alerts, contacts, and share availability on the go.

Conclusion

Optimize your productivity by utilizing Calendly’s features for timely scheduling and increased accuracy. Share your favorite features in the comments.

Call to Action

Let us know in the comments which Calendly productivity features you enjoy most. Thanks for watching!