Ideas for using Calendly's new browser extension

  • 9 May 2024
  • 1 reply

Userlevel 2

Wondering how you can use Calendly’s new browser extension? Here are a few ideas to get you started:

  • Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books and you can keep client work moving forward.
  • Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a project deadline moves up or there’s a change in scope.
  • Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you keep them engaged.
  • Review client details and see your meeting history in the Contacts tab so you show up to appointments fully prepared.

If you’re interested in learning more, check out this blog post.

Already using the new extension? Comment below and share how you’re using it!

1 reply

Userlevel 2

Love this, thanks Alisa!! As a former biz dev gal for a consultancy, I did a lot of outreach and scheduling via LinkedIn. Since the Calendly extension powers a LinkedIn integration too (turned on by default but changeable in “settings”) -- that was always my fave feature ❤