How do YOU use Calendly?

Got a weird or wacky use case? Got a Calendly setup that is making all the difference? Share your story with the Community.

  • 21 Topics
  • 39 Replies

21 Topics

Todd75416
Calendly Connector
Todd75416Calendly Connector
asked in How do YOU use Calendly?

I use Calendly to support my independent consulting business

I’m a longtime user of Calendly and my use cases for it have expanded considerably over the years. In this Loom video, I go over my most used Event Type, the Intro Meeting, which covers a lot of different situations by which have first conversations with prospects and professional connections.What I didn’t share in the video is how I have the link for the meeting very close at hand. I have it saved as a macro on my Mac using the Text Expander app, which allows me to add it to any exchange with a simple text string.

1
jillian
Community Manager
1 day ago
KeriBurns
Calendly Connector
KeriBurnsCalendly Connector
posted in How do YOU use Calendly?

Using Calendly to Manage Teams

I work for an education trust for a healthcare organization and we serve over 70,000 clients across multiple regions so we have a large team of career development and academic success professionals that meet with our clients. We officially made the transition to Calendly from another calendaring system about 4 months ago and the first thing that we excited to set up were the different teams within our organization, a feature we didn’t have with the last system. Using the managed events feature has been a game changer for us and allows our leadership to ensure that all of our staff are providing the same type of services. 

1
jillian
Community Manager
2 days ago
KennethBurke
Calendly Connector
KennethBurkeCalendly Connector
posted in How do YOU use Calendly?

We use Calendly for... just about everything

We use Calendly across business development, customer success, marketing, hiring, and customer support. Pretty much anytime we need to schedule a time for any reason. We almost always have HubSpot and Zoom integrated to make things easier ongoing. Here’s how that plays out: Business Development: It starts with a routing form on our demo page. We ask for minimal information, then route the inbound prospect to the appropriate event (and accordingly the right rep) by company size. Reps will also share their individual Calendly links when pitching or responding to inbound leads (they typically keep 2 events on their personal links, for a 15-minute call and a 25-minute demo). Customer Success:  We offer free onboarding and training for everyone, so there’s some automated and personal outreach to all new customers, trying to get them onto on a group training. Then for larger accounts, we’ll work with them 1-on-1 to make sure all their employees/team/locations/etc. are setup as needed. Later

1
Kelsi at Calendly
Employee
8 days ago
C
Employee
chrisyuuuEmployee
published in How do YOU use Calendly?

Looking for Feedback to Simplify Your Availability Settings

Hi Calendly Community,My name is Chris and I'm a part of the product org here at Calendly. As part of our ongoing commitment to create the easiest-to-use and most effective scheduling automation platform on the market, we are considering some updates to help you better manage your availability settings. I'd love to hear your thoughts and suggestions on any improvements you would want to see.Here are some questions that are top of mind.There are a many ways to control your availability through your calendar and/or Calendly. Which method do you use the most often? What would make it easier or more efficient?   Dialing in your availability helps ensure you're available (or not!) at the right times. What have been your experiences with ensuring your availability is accurate and up-to-date? Was there anything that you want to see improved in Calendly?While we are still in the planning phase, your feedback will be invaluable as we work on building our roadmap. Please feel free to reply in t

17812
D
Calendly Connector
8 days ago
travismurdock
Calendly Connector
travismurdockCalendly Connector
posted in How do YOU use Calendly?

Secret sales weapon - Include Calendly in every email

I’ve used Calendly for several years, but once I added it to every email, I saw something magic happen - prospects, friends and customers booked my time without me reaching out to them. For example, an old co-worker may want to re-connect. They find my Calendly in an old email or on LinkedIn and just book a meeting. Also, prospects who find me through a client wonderfully appear on my calendar ready to learn about my services. Calendly seems to be working for me while I’m sleeping. Executives are especially thankful when they can just book and forget. So much of their time is spent arranging meetings. Giving them a link and letting them know that they can book me anytime really allows us to spend more time together.  Some fear that an open calendar invites randos to book my time. That has never happened. I include a pre-meeting question in my Calendly that invites the person to tell me what we are meeting about. If I didn’t feel like it was worth the time, I’d just kindly reply and can

0
travismurdock
Calendly Connector
10 days ago
M
Calendly Connector
mdharmonCalendly Connector
posted in How do YOU use Calendly?

I use Calendly to work with recruiters for my job hunt!

I use Calendly for my personal use to make it easier to talk with recruiters as I’m looking for a new role.  It makes their life easier which hopefully means my resume is closer to the top.

0
M
Calendly Connector
29 days ago
C
CovenantbisCommunity Member
posted in How do YOU use Calendly?

I Book My Own Appointments Using Calendly

I may be an odd user but I do not allow clients to book appointments with me, I book all of my appointments for them which gives me a flexibility I need to manage the multiple locations where I meet clients and multitude of different appointment types that I have, each with its own time requirement and very individualized automated workflows. I work out of multiple offices, as well as coffee shops where I regularly meet with clients, that located hours apart. In order for me to schedule appointments efficiently, I have to take into account the location of each appointment, the time requirement and the travel time between each meeting location. Using Calendly this way also allows me to highly customize each appointment type with Automated Workflows which double or even triple my efficiency and significantly decreases the percentage of no-shows.  I am very interested to learn if many other Calendly users are using the system and functionality in the same way as well as I would be more th

0
C
29 days ago
W
Employee
willow.arthurEmployee
posted in How do YOU use Calendly?

How do you manage your contacts?

Hello, Calendly Community! This is Willow from the Calendly Success team, here to talk to you about the people you meet with. We so often focus on our schedules, but with Calendly Contacts, you can also manage who you are meeting with, not just your meetings! Check out our amazing Community member Kelsi’s article on this new feature HERE to see more of the excitement! With Calendly Contacts, you have the ability to see specific contacts’ scheduling history and notes, book future meetings with specific contacts and share your availability with them! We are so thrilled for this new feature as it allows you to focus on the people you are meeting with, what meetings you’ve had with them in the past, and easily schedule meetings with them in the future to ensure you are always on top of your contact relations.  What I want to know is how do you plan to manage your contacts in Calendly? Do you plan to favorite star recruits for easy communication? Schedule follow-ups on new clients behalf to

0
W
Employee
1 month ago
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
posted in How do YOU use Calendly?

Join the Party: Calendly is Going to Forrester CX

Hey everyone! Rebecca with Calendly Events here Calendly is sponsoring the Forrester CX Summit, and we're thrilled to connect with you there. This is an amazing opportunity to explore how our automated scheduling can transform your customer success strategies. Let’s dive in: Join Our Session: How Docusign Accelerates Customer Value with AutomationMark your calendars for June 19 at 12:30 p.m. CT. Docusign’s Senior Customer Onboarding Program Manager, Brad Thomas, and our Head of Customer Success, Joel Knight, will be taking the stage to share how automation has revolutionized their customer success approach. Need a reminder? We’ve got you covered. 🔥 Session Highlights:Accelerated Value: Learn how Docusign’s approach to automation resulted in customers seeing value three to five days faster. Increased Efficiency: Discover how they achieved a 20% increase in the internal team’s billable utilization. Comprehensive Customer Journey: From onboarding to renewals, every phase of the meeting e

1
Kelsi at Calendly
Employee
1 month ago
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
posted in How do YOU use Calendly?

Live Demos for Integrations, Routing, and More at Forrester B2B Summit!

Hey everyone! Rebecca with Calendly Events here 😀 We’re excited to share that we're heading to Austin, TX for the Forrester B2B Summit in a few weeks. It’s the perfect place to dive into the latest B2B strategies and innovations, and we'd love to see you there!If you’re around, come by our booth to see how we can help smooth out your workflows, and keep those important meetings on track. Spotlight Session: "Maximizing Meeting & Lead Automation"🌟 Mark your calendars for May 7th at 3:05 PM. We'll explore the benefits of integrating Calendly with CRMs like HubSpot, MS Dynamics, and Salesforce to help improve your team's efficiency and reduce repetitive tasks. Need a reminder? We’ve got you covered.🔥 We'll also be demoing:How connecting with prospects at the right time can boost your conversion rates. Ways to quicken your lead response with instant meeting scheduling. Methods to maintain engagement with automated follow-ups.If you’re planning to attend and want to see how Calendly c

0
Rebecca from Calendly Events
Employee
2 months ago
S
SavageSaleCommunity Member
posted in How do YOU use Calendly?

Ai Role Play Program Integration

How cool would it be if Calendly implemented an AI role play program that can take your script and turn it into a scenario to help you close your business. It’s not that I couldn’t go out and find other programs, however would it add value to implement an AI role play program or take away from Calendly? One thing I do know, with out innovation and growth comes stagnation.

3
J
3 months ago
B
Bruce07436Community Member
posted in How do YOU use Calendly?

What cool things have you done with your Integration to Salesforce?

We are looking at how to give our customers a self-serve experience to schedule calls with the Support agent handling their cases and also improving the agents experience on how to better schedule calls with customers.Our support portal and Case Management is all SalesforceTell me what cool things have you done with this integration.Thanks

1
Kelsi at Calendly
Employee
5 months ago
L
LennyBlockCommunity Member
posted in How do YOU use Calendly?

Use questions to gain intelligence

I love to add questions to gain insights and intelligence into a potential client's needs before the call.  Questions to understand your potential client before the call. 

3
Kelsi at Calendly
Employee
5 months ago
R
Rokhaya02663Community Member
asked in How do YOU use Calendly?

Round robin

I create round robin links with my colleagues and i optimize for equal distribution to ensure we all get a fair number of bookings. 

1
Kelsi at Calendly
Employee
5 months ago
K
KjricsoCommunity Member
posted in How do YOU use Calendly?

I'm a independent IT contractor this is how I calendly

I love using calendly and this is what my events look like 

2
K
6 months ago
A
Andrew07312Community Member
asked in How do YOU use Calendly?

Calendly Newbie

Greetings,I'm Andrew Bennett, and I'm using Calendly for the first time. I'm part of the team at the Miguel Camarena Art Gallery, where we're actively involved in organizing a myriad of events and exhibitions.Recently, I've begun utilizing Calendly to manage our daily event schedules as well as for content management tasks like scheduling social media posts and updating our website content.I'm excited to connect with all of you to discuss Calendly, its features, and to learn from your best practices. I am thrilled to be a part of this community!Best,Andrew Bennett

1
Kelsi at Calendly
Employee
7 months ago
E
Executive85775Community Member
posted in How do YOU use Calendly?

We're sharing insights how Calendly is helping our business

We're showcasing how Calendly.com has transformed our efficiency and cut costs in our upcoming live stream. As a company benefitting from Calendly, we'd love to have your insights on how these tools can synergize for better business practices. Join us for a valuable discussion!December 21st at 1:00 pm EST  

2
E
7 months ago
KristenWells
KristenWellsCommunity Member
posted in How do YOU use Calendly?

[Education] Just to say Hello!!

I am still learning all of the time about Calendly and I LOVE the new look!My name is Kristen, I work for a company that manages substitutes for school districts. A lot of what I use Calendly for is to schedule orientations, trainings, and meetings with new employees. I also use it to schedule activities for our substitutes as well (appreciation parties, etc). Cannot wait to talk to many of you on here about Calendly, features, and your own best practices! So happy to be here!

2
Kelsi at Calendly
Employee
8 months ago
K
Kelly82230Community Member
posted in How do YOU use Calendly?

How I use Calendly

I’ve got about 6 different meeting types but 4 of them are “secret” so only I can see them and share the link with people. Otherwise, when I give someone my generic calendly link, they can only see and access 2 of my available meetings. It’s great!

1
Kelsi at Calendly
Employee
9 months ago
C
Colby27855Community Member
posted in How do YOU use Calendly?

Why I love Calendly

My favorite capability about Calendly is the single place that allows me to edit & manage the events for my entire team as an admin! Saves me so much time. If you’re an admin, just click on the dropdown pictured below, and you can access & manage your team’s events!  

2
SchedulingSteve
Employee
9 months ago
Raïssa
RaïssaCommunity Member
posted in How do YOU use Calendly?

Work/Home Schedules (Balance + Blend)

I’ve kept a calendar since I was in the 7th grade, seriously! Now that I’m a parent, I find myself often doing the scheduling dance, or tango, 2-step, or slide (whichever you prefer).How do others integrate their “work” schedules and their “home” schedules with Calendly? Is it a balance? Or a blend? Or a swirling combo of both?I would love to hear from my fellow Calendly Community members who are parents or caregivers to humans, pets and even plants!  I’ll go first: My Calendly includes evening hours after my family’s evening routine. This way, if needed I can shift back to work mode uninterrupted (Mon-Thu, Fri are for family) AND to accommodate people in other time zones (I see you PST!).

5
Kelsi at Calendly
Employee
10 months ago
Terms & ConditionsCookie Settings