Calendly product overview
Calendly is an automated scheduling tool that takes the work out of connecting with others, allowing users to accomplish more. The platform gives control over team scheduling with a standardized, scalable process. It integrates with popular applications, so teams can get everyone working as efficiently and effectively as possible.
This scheduling solution delivers various features, including workflow automation, real-time scheduling, admin management, and mobile apps. It empowers users to coordinate, connect, and nurture relationships in one meeting lifecycle platform. It eliminates the hassle of back-and-forth emails so users can get back to work. Numerous teams across the globe use Calendly to make 1-click meetings every week.
Pros of Calendly
- Enterprises can securely deploy the software with SAML, SSO, and SCIM provisioning. The software is GDPR compliant and SOC 2 Type II certified. It also doesn’t store passwords, content, or PII associated with accounts.
- It provides templates that let admins create standardized meeting types for team members, streamlining the process while adding uniformity and control.
Cons of Calendly
- It has limited design customization options.
Breakdown of core features
Real-time team scheduling
Calendly displays a variety of meeting choices on a single page, letting invitees schedule based on the nature of the meeting. Users can mix and match meeting types to offer different hosts and availability. The platform brings automated meeting assignments that reduce any manual tasks related to routing or assigning meetings. Additionally, invitees can book a time that works for them, and the system will automatically round-robin the meeting by availability or priority.
Teams can increase show rates and decrease busywork by automating routine communications like follow-ups. Calendly puts the entire meeting workflow on autopilot, sending everything from reminder emails to thank you notes so users can focus on the more important tasks. With Workflows, users can schedule event confirmations via email or SMS to improve meeting attendance and results. Teams can also use this feature to send routine communications before and after every meeting.
With Calendly, users can send a Meeting Poll, surface the most popular times, and book the actual meeting. The software enables team members to perform voting and scheduling all in one place, saving time and resources. It boosts attendance by showing invitees’ potential meeting times in their local time zone.
Organizations can embed Calendly on their website to streamline scheduling, increase conversion rates, and offer a seamless customer experience. Embedding the software allows customers and prospects to schedule an appointment from any page on the site without using a separate scheduling solution.
(Last updated on 03/02/2022 by Liz Laurente-Ticong)