Calendly Saves the Day!
December 18, 2023

Calendly Saves the Day!

Asiya Khan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Pro

Overall Satisfaction with Calendly

We needed a way to automate scheduling meetings so our staff could use their time to service clients. When we first signed up for Calendly it was a bit of a learning curve however, we are on a good footing now.
The way we use it today is we have segmented our regions (East, Central, West) and each region has an associate from my team who manages the registration, integrations and is the main point of contact. Every user sets up their own Calendly account thru our license and manages it on their own.
  • "Set it and forget it" is something we say often at my company because Calendly events usually can be set up on the first go and does not need to be looked at again. So the ease of being able to just pick a link to share with clients is awesome. We don't have to continuously select dates/times we're free. Calendar integrations with Calendly take care of that for you.
  • Workflows are my absolute favourite because of the possibilities. If you're creative you can use them beyond its intended use. For example, we use the Thank You workflow as a digital business card.
  • I could talk about the product all day long but I think it's also important to note the people behind the product. In this day and age where robots and AI are gaining momentum, having human contact is important and valued. Not just that, but quality customer service where they go above and beyond to meet your needs as well as showing their appreciation to you for being their customer. The relationships I've built with the Calendly staff is like a 3rd family - they truly do care!
  • After a meeting is booked, having the ability to change the location without canceling the entire booking.
  • Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
  • Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.
  • Over 300% as of last year. We had done a case study which was phenomenal because even I didn't know the numbers were that huge until we finally put pen to paper.
  • Time!! I'm in the money business and you know Time is Money if you're in the same industry.
  • Affordability. It doesn't break the bank for anyone - having an affordable product along with it being user friendly is a no brainer.
Bookings is ok - but the game changer or I guess the deal breaker was bookings wasn't offering reminders or notifications to clients. This is important so our users are not wasting their time once again with emails that could be automated. With Calendly not only are you set with reminders and notifications you can also send follow up emails

Do you think Calendly delivers good value for the price?

Yes

Are you happy with Calendly's feature set?

Yes

Did Calendly live up to sales and marketing promises?

Yes

Did implementation of Calendly go as expected?

Yes

Would you buy Calendly again?

Yes

The finance industry is always busy - the advisors and their teams should not be spending their time going back and forth deciding when a meeting would be appropriate. Having your Calendly link in your signature or on your website allows your clients or prospects to select the date and time that works best for them. All the advisor has to do is show up. This is by far the best feature - the ease of access and peace of mind.
It would be less appropriate if someone reaches out with their specific date and times and you still pass on your Calendly link. At our organization it's best practices at that point to schedule on their behalf.