Unlock your calendar’s full potential with Calendly, the ultimate scheduling tool that puts you in the driver’s seat. Say goodbye to endless back-and-forth emails and hello to seamless integrations with platforms like Zoom and Google Calendar. With its user-friendly interface, you can effortlessly send out scheduling links and let clients book appointments in a snap.
Discover the ins and outs of Calendly, the scheduling tool that’s revolutionizing the way professionals and organizations manage their time.
From its seamless integrations and user-friendly interface to the occasional hiccups you should be aware of, this article dives deep into what makes Calendly a game-changer and what could make you think twice ! It’s time management, supercharged !
Read further to learn more about Calendly, in our review we will detail its features, pros and cons with our rating, and a conclusion about why you should use it.
Click on “open” if you want to see exactly what we will talk about in the rest of this article.
Calendly is a scheduling automation platform designed to streamline the process of setting up meetings and appointments.
It eliminates the need for back-and-forth emails to find a suitable time slot, offering real-time availability and allowing users to connect up to six calendars to prevent double bookings.
The platform is versatile, catering to various teams like sales, customer success, and recruiting. It also offers automation for routine communications before and after meetings to increase attendance and save time.
Calendly integrates with other marketing tools like Marketo and HubSpot and provides customization options for how and when you’re booked. It is equipped with enterprise-grade security features and supports over 100 integrations to enhance productivity.
Calendly specifications
Features
Admin Panels / Analytics & Reporting / Appointment Scheduling / Booking and Scheduling System / Browser extension / CRM Integration and Workflow Management / Calendar management / Calendar sync / Designed for Organizations / Embed Calendly / GDPR compliance / Integrate Seamlessly with Salesforce / Integration with CRM Systems / Integrations / Mobile app / Outlook calendar sync / Stripe integration / Team Management / Team and Collaboration / Two-Factor Authentication / Workflow Integrations / Zapier Integration / Zoom integration
Best suited for
Individuals, Freelancers, Small businesses, Mid size businesses, Large enterprises
Navigate the maze of scheduling with a Calendly plan that fits your needs and budget. Whether you’re an individual or a large organization, Calendly has got you covered with pricing plans ranging from free to $10 per seat/month.
Explore feature-rich options that elevate your time management game without breaking the bank.
Features: Unlimited meetings with one event type, one calendar, and integrations with Google Meet, Microsoft Teams, Slack, and Zoom. Customizable booking links and automated event notifications are also included.
Essentials Plan
Cost: $8 per seat/month
Features: All Basic features plus unlimited event types, group events, multiple calendars, reminders, reconfirmation requests, and live chat support.
Professional Plan
Cost: $12 per seat/month
Features: All Essentials features plus collective events, routing forms, admin-managed events, analytics & insights, and over 100 integrations including HubSpot, PayPal, and Stripe.
Teams Plan
Cost: $16 per seat/month
Features: All Professional features plus Salesforce integration, round-robin events, and advanced admin-managed event templates.
Enterprise Plan
Cost: Contact sales for pricing
Features: Advanced user provisioning, audit log, data deletion API, full suite of Salesforce routing features, and expedited support.
Each plan is designed to cater to different scheduling needs, from individuals to large organizations.
Step up your scheduling game with Calendly’s diverse range of features. From individual users to large organizations, Calendly offers a suite of functionalities designed to make appointment setting a breeze.
Create a Scheduling Link
This feature allows you to connect your existing calendar—be it Google, Microsoft, or Apple—to Calendly. Once connected, Calendly scans your calendar for availability and helps you create personalized scheduling links.
These links can be shared via email, embedded in websites, or even sent via SMS, allowing people to book time slots with you without the need for back-and-forth communication.
Team-based Scheduling
Calendly offers flexibility in scheduling by supporting various types of events. You can set up different event types like 15-minute consultation calls, 30-minute interviews, or even full-day workshops.
The feature also allows for team collaboration; you can include team members in the scheduling process and automatically route meetings to the right people based on pre-set rules or availability.
Workflows and Integrations
This feature is designed to automate your scheduling process further. You can set up workflows that send automated reminders via email or SMS before a meeting and follow-up messages afterward.
Calendly can also integrate with other tools you use, such as CRM systems, video conferencing platforms like Zoom or Microsoft Teams, and even billing platforms like Stripe or PayPal.
CRM Integrations
Calendly can seamlessly integrate with popular CRM tools like Salesforce. This allows for real-time updates of leads, contacts, and opportunities without manual data entry, making it easier to track interactions and manage customer relationships.
Designed for Organizations
Calendly isn’t just for individuals; it’s built to serve entire organizations. It offers features like meeting analytics to track performance and engagement, as well as enterprise-level administrative and security features. This makes it suitable for large teams and complex organizational structures.
Embed Calendly
You can embed your Calendly scheduling link directly into your website, providing a streamlined experience for visitors. This feature is particularly useful for businesses as it can significantly speed up the lead generation process.
Reporting and Analytics
Calendly comes with a robust analytics suite that provides insights into various metrics like popular meeting times, top-performing team members, and types of meetings that are in high demand. This data can be invaluable for optimizing your scheduling processes and overall efficiency.
Browser and Mobile Accessibility
Calendly offers browser extensions and mobile apps, making it accessible from virtually any device. Whether you’re on the go or working from a desktop, you can manage your appointments without having to switch between different platforms.
Admin Management
For organizations, Calendly provides a centralized admin panel where you can manage all users and their respective scheduling links. This is particularly useful for larger teams where roles and responsibilities may vary, and centralized control is required.
Security and Compliance
Calendly takes data security seriously. It offers features like two-factor authentication, data encryption, and compliance with industry standards to ensure that your information and your clients’ data are secure.
This scheduling automation platform allows you to set up meetings and appointments without the hassle of back-and-forth emails. It integrates with your existing calendar to provide real-time availability, letting clients book time slots directly.
Its user-friendly interface allows you to easily send scheduling links to clients, making appointment setting a breeze. However, it’s not without its drawbacks; some users have reported issues with Outlook integration and occasional app crashes.
Pros and Cons
Pros
Calendar Control: Exceptional ability to manage your calendar.
Integrations: Works well with Zoom and Google Calendar.
User-Friendly: Easy to send scheduling links to clients.
Cons
Outlook Issues: Some users have reported problems with Outlook integration.
App Stability: Occasional crashes reported, particularly with the Outlook syncing app.
