Calendly has revolutionized the way we schedule meetings, saving time and reducing email back-and-forths. But did you know it offers more than just simple scheduling? Below are 9 lesser-known Calendly features that can boost your efficiency and streamline your workflow.
1. Embed Calendly on Your Website
One of the best ways to integrate Calendly seamlessly into your business is by embedding it directly onto your website. This eliminates the need for clients to click through multiple links, making booking more accessible. Whether you’re adding it to a landing page, blog, or portfolio, this is a must-know feature.
To embed Calendly, just grab the embed code from your Calendly account and paste it into your website’s HTML. It’s that simple!
2. Custom Availability for Specific Events
Calendly isn’t just for setting general availability. You can fine-tune the times you’re available for specific events. For example, you might want to offer shorter consultation slots on Mondays and longer meetings on Fridays. This flexibility ensures that your time is managed effectively, based on the event type.
To set this up, navigate to the event settings and adjust your availability per event. This is especially useful if your work schedule fluctuates or if you offer multiple services.
3. Automated Workflows to Streamline Tasks
Calendly can do more than schedule meetings—it can also automate tasks for you. With workflows, you can trigger follow-up emails, reminders, and even surveys after a meeting. Imagine automatically sending a “thank you” email without lifting a finger!
Explore the Free Calendly Integrations to see how you can connect Calendly with your CRM, email marketing tools, and more to streamline your processes.
4. Using AwayMe with Calendly to Fill Your Calendar
Manage your perceived availability with AwayMe. By using AwayMe, you can fill your calendar randomly, allowing bookings in a more organic manner. This is especially helpful if you want to present an image of busyness for your brand and/or maintain a healthy work-life balance, ensuring that your calendar isn’t overbooked at specific times.
AwayMe works with your Google/Microsoft calendar, so even if you don’t use Calendly, you can use it to make your public calendar a little less… empty.
5. Group Events for Team Scheduling
Calendly isn’t just for one-on-one meetings; it can also handle group events. Whether you’re scheduling a team meeting or hosting a webinar, Calendly allows multiple people to book a single event time. It syncs with everyone’s availability to pick the best slot.
To set up a group event, create a new event type, choose “Group” under event type settings, and set the maximum number of attendees. It’s perfect for collaborative meetings, product demos, or online classes.
6. Personalized Notifications and Reminders
Keeping everyone on the same page is crucial for any meeting. Calendly offers customizable notifications and reminders, ensuring that no one forgets about an upcoming appointment. You can personalize the messages, and set them to trigger at specific times—like a reminder 24 hours before the meeting and another one an hour before.
These reminders cut down on no-shows and keep your clients engaged. You can even customize them to reflect your brand’s tone or include relevant information like preparation steps.
7. Collect Payments with Calendly’s Stripe Integration
If you offer paid services, Calendly can streamline that process too. By integrating with Stripe, Calendly allows you to collect payments when clients book an appointment. This feature is ideal for consultants, coaches, or anyone offering a paid service.
To activate this, simply connect your Stripe account within Calendly, and it will handle payments during the booking process. Clients won’t have to worry about invoices or separate payment systems—it’s all handled in one place.
8. Custom Branding for a Professional Experience
First impressions matter, especially when interacting with new clients. Calendly allows you to customize the branding of your scheduling page by adding your logo and using brand-specific colors. This small touch helps create a more professional, cohesive experience for anyone booking time with you.
To implement custom branding, navigate to your account settings, and from there, you can upload your logo and customize the color scheme to match your business identity.
9. Calendly Chrome Extension for Quick Scheduling
For those always on the go, the Calendly Chrome extension is a game-changer. This tool lets you quickly schedule events without leaving your inbox or calendar apps. With just a few clicks, you can generate scheduling links, making it easier to suggest times to clients or colleagues.
Once installed, the extension integrates seamlessly with Gmail and Outlook, helping you schedule without switching tabs. It’s perfect for multitaskers and those who prefer streamlined workflows.
Calendly is more than just a basic scheduling tool—it’s packed with powerful features that can transform how you manage your time. From automating tasks to integrating payment options and embedding your booking page on your site, you can unlock a new level of productivity with Calendly. Explore these hidden features today and make scheduling a breeze!