Calendly for Client Scheduling
February 26, 2019

Calendly for Client Scheduling

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Calendly

Calendly is used by multiple departments at my company, including Customer Experience and Sales. We use it to easily schedule calls with current clients and prospects looking to schedule a demo. We simply include our custom Calendly link in our emails/email signatures so our clients/prospects can see our availability and schedule a time to chat.
  • Custom scheduling page -- this allows those scheduling with you to select the type of meeting they are looking to have. For example, we have this set up so they can select a 15 min meeting, a 30 min meeting or 60 min meeting.
  • Time zones are very clear so we never run into scheduling confusion.
  • Easy to implement. Takes hardly any time to set up.
  • Confirmation emails sent prior to the meeting have decreased the number of no-shows on our calls.
  • It would be neat to be able to set a maximum amount of time for meetings, rather than just the number of meetings. For example, my threshold right now is four meetings/day, but this could mean four one hour meetings, or four fifteen minute meetings, which would be a very light day. I'd love to be able to say I am only available for meetings 3 hours/day, or something along those lines.
  • Saves time so we can direct our efforts to other parts of our job and not spend time going back and forth to schedule a call or meeting.
  • Automatic confirmations and reminders have helped decrease the number of no-shows. When a meeting is scheduled, it is automatically added to the scheduler's calendar.
If you spend a lot of time scheduling calls and meetings in your role, Calendly will make this process more efficient and take away the back and forth of trying to align schedules. You can use Calendly internally, or externally with clients, as we do. It is user-friendly and easy to get set up.