Calendly isn’t significantly arduous to use, which is a part of why it’s one of many best meeting scheduler apps. That doesn’t imply each function is apparent, although, and a few of Calendly’s greatest options are just a bit too covert.
The easiest way to be taught any app is to press all the buttons, however don’t fear when you don’t have the time to try this—I did it for you. Right here’s what I discovered.
Give your self respiratory room between appointments
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Chopping off a dialog with a buyer isn’t nice, but when your day is simply back-to-back conferences, it’s going to occur. You possibly can stop this by including time earlier than or after your occasions in Calendly.
1. Open the settings for a given occasion sort, then head to When can individuals ebook this occasion?
2. Scroll down, and also you’ll discover the choice to add instances earlier than or after occasions.
This provides you a buffer—the time earlier than or after any occasion will likely be marked as busy, so individuals can’t ebook your time then. This implies you possibly can prep for the following appointment . . . or simply get some espresso.
Restrict the variety of appointments per day
You most likely don’t need to be in conferences all day every single day—in some unspecified time in the future, you want to do some centered work. That’s why it may be a good suggestion to restrict the whole quantity of conferences you’ll enable every day, no matter when these conferences would possibly occur. Right here’s how to try this.
1. Click on into the When can individuals ebook this occasion? part for any given occasion sort.
2. Scroll to the underside, then broaden the Extra guidelines to your availability part.
3. You’ll discover a field labeled Most allowed occasions per day for one of these occasion.
4. Kind a quantity, and that’s it—it would now not be potential to your day to have any more than that variety of conferences.
Add your emblem
You possibly can add your emblem to your reserving web page, which makes Calendly really feel just a bit more like an extension of your organization.
Head to Account > Account Settings > Branding, and also you’ll discover the choice.
Add any file, and it’ll present up each time customers are signing up for a time slot.
You can even flip off the outstanding Calendly branding within the top-right nook, in order for you.
Join your calendar
This isn’t precisely a hidden function, granted, but it surely’s one I believe individuals have a tendency to postpone utilizing. Calendly can join along with your present calendar, that means clients gained’t find a way to ebook your time if you’re busy, and any occasions arrange by clients will present up in your main calendar.
This works with the most well-liked calendar apps: there’s assist for Google, iCloud, and Microsoft Outlook. And Outlook customers are lined on three fronts: There’s assist for Microsoft 365, Trade, and even the Home windows Outlook app, with none cloud connectivity by way of a plugin.
To get began, head to Account > Calendar Connections. You’ll be glad you probably did.
Can’t join your calendar of selection? Zapier’s integrations with calendar apps would possibly assist.
Embed on a web site
Positive, you could possibly simply add a hyperlink to your reserving web page in your web site, however Calendly additionally offers you the choice to embed.
1. Click on the Share button in your occasion sort.
2. Click on the Add to web site tab, and also you’ll see three choices.
Most individuals will need the Embed inline possibility, which helps you to add the shape to a selected web site. The opposite two choices supply a button or a textual content hyperlink that turns right into a pop-up.
3. Both means, copy the embed code and paste it into your web site.
You’ll want to know a bit about working with HTML to get this accomplished, however not rather a lot—it’s just about a matter of copying the code and pasting it in the proper spot. In case you get caught, there are instructions for doing this on WordPress.