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Coaching CRM: Calendly
Coaching CRM is a coaching app for coaches and mentors who want to build a community of support for their clients. It’s a simple and efficient way to connect with people and coach them.
There’s no need to spend hundreds of dollars on marketing and advertising. The software allows users to set their rates and services, and people can sign up directly in the app.
It also connects coaches and athletes with clients. It is used to create custom-made coaching schedules that help athletes achieve their goals and helps coaches schedule and manage activities. It works best for people who have limited availability and need help organizing their time.
In this article, we are going to talk about Calendly, a very popular tool for scheduling meetings and appointments.
What is Calendly?
Calendly is a tool that can be used to schedule appointments. It eliminates the back-and-forth emails and messages that are involved in time management. If you are a recruiting officer, you can share your calendar with applicants to let them know about your availability. Even if they don’t have Calendly, these applicants will still see your available time slots, guiding them in choosing a mutually workable time to meet.
Since you will receive time slots in your time zone, this scheduling software removes time zone confusion. It syncs your calendar so that you can be sure that you are available. Automatic reminders and notifications will be sent to you for canceled or updated appointments.
How Calendly works?
Calendly helps you organize your calendar and give you more time to focus on your work. Calendly can help users save up to four hours a week. Attendees choose an open slot from your calendar and schedule a call instead of having back-and-forth conversations.
There is nothing left. Two attendees can’t schedule a call at the same time if you are only using one calendar. A lot of to and fro can be eliminated with this.
It’s very easy to set up your page on Calendly. When you sign up for Calendly, you set up the time periods that you want to be available. If you want to keep gaps between your meetings or block out times, you can create your calendar.
If you put questions in your scheduler, people who want to book meetings with you will be qualified. You can always cancel the meeting if the answers or an attendee’s profile don’t click.
Key features
Calendly is an excellent choice for any type of business that already has calendar and scheduling systems in place. The user interface is simple and straightforward and offers the ability to set up recurring meetings easily. Calendly has a range of features that can help you keep your appointments organized:
- Calendar integrations
Calendly can be used to integrate multiple scheduling and calendar systems. It checks availability with other calendars to make sure it’s not double booked.
- Website embedding
Calendar pages are embedded into company websites directly. When clients or customers book an appointment with you, you’ll can them to have the ability to book appointments quickly and easily.
- Customized branding
You can customize your booking page with your own logo, colors, and information so that your visitors feel like they’re in your space.
- Complete data privacy
Calendly makes it easy to connect with confidence by providing secure access to calendars using Single Sign-On and secure access to calendar data with SCIM. RSA encryption protects all data sent via their servers. And they also have a very strong GDPR-compliant data transmission process.
- Time zone detection
This feature solves the problem of time zones between parties in different countries. This tool automatically detects the user and invitee’s time zone and automatically sends reminders at the appropriate time for the event at the same time. This lets you know that you’ve already made a reservation, and there’s no chance of overlap.
- Meeting polls
It is possible to find the best time to meet everyone. When scheduling with multiple people, the new feature lets your invitees vote on preferred times, so you can easily accommodate their personal preferences. Anyone who is using Calendly can get the Meeting Polls for free.
Cost
Calendly appointment scheduling apps are helping us meet more efficiently and save time by doing it ourselves instead of spending our valuable time finding a new appointment every time.
This eliminates the back-and-forth emailing between salespeople, and streamlines scheduling, creating a more streamlined workflow and seamless customer experience.
Users will be able to book an appointment by simply having access to their Calendly calendar, which is an automated solution. It is possible to check availability across multiple calendars, such as Outlook. Double bookings or other scheduling conflicts can be avoided with this help.
Cost of Calendly: Basic: free. Premium: $8 per user, per month (billed annually), or $10 per user, per month (billed monthly). Pro: $12 per user, per month (billed annually), or $15 per user, per month (billed monthly).
Pros
Users can make their tasks flawless with the wide range of automation that Calendly has to offer.
Here are the pros of calendly:
- Numerous robust integrations
Calendly is a seamless integrator of key platforms such as Microsoft Teams, Zoom, Slack, and others. The features in these apps will help you to be more productive and efficient, whether you’re using them at home or work.
- Improves communication
With the services provided, it can become easier to communicate between clients and the service teams.
- More efficient workflows
Booking and rescheduling appointments, sending reminder emails and thanking you notes are just a few of the tasks that Calendly can automate. It is a perfect tool for small to medium-sized teams that need a well-maintained flow of service calls.
Fewer Emails
The daily volume of messages you receive in your inbox can be significantly reduced by this app. It allows your clients to check your availability online and eliminate back-and-forth emails.
Cons
- The people who were disappointed with this strongly recommend against going down this road. The patch doesn’t work because the Outlook integration is broken.
- Sometimes, the app that is supposed to sync their Outlook calendar with their Calendar crashes for no reason, according to many.
- People want to be able to pick two or three slots at the same time if there is a feature added for trying to book a longer time slot.
Conclusion
Calendly is a new online scheduling platform that is helping businesses create a more efficient workflow and manage their clients. It is a mobile-first product that is great for busy professionals.
Calendly offers a variety of features that make it stand out from the competition. It has a calendar function that allows users to see all of their appointments on a single page. Clients can also view their calendars directly from their phones or tablet.
Frequently asked questions
What is Calendly used for?
Calendly is a scheduling platform for eliminating the back-and-forth emails for finding the perfect time.
Is Calendly free?
There is a free Basic plan for Calendly users. Their current scheduling needs only require one type of meeting, and Calendly comes with a lot of useful features.
Who is Calendly best for?
Calendly makes it easy for people who have busy or complicated schedules to share their calendars with their clients. The ability to coordinate group meetings is the best feature of the program.
ABOUT SAI BLACKBYRN
I’m Sai Blackbyrn, better known as “The Coach’s Mentor.” I help Coaches like you establish their business online. My system is simple: close more clients at higher fees. You can take advantage of technology, and use it as a catalyst to grow your coaching business in a matter of weeks; not months, not years. It’s easier than you think.
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