What is Calendly and what is it used for?

I could tell you that Calendly is just an app for scheduling appointments and meetings. But in reality, it’s a lot more than that.

Home – Calendly

By creating your account in this tool, you make available to your clients or work team only the times that you have available.

This way, they’ll know exactly when you can see them and reserve the time slot, without affecting your rest hours and avoiding the inconvenience of scheduling two appointments at once.

How does the tool work?

To start organizing with Calendly you must have an account. This means registering with your email and password. Although the easiest way is through your Google profile.

Google-Calendly Registration

You will immediately be able to access the configuration options. Here, in addition to the working hours, you have the possibility to indicate the role you play (sales, customer service, freelance, consultant, educator or other).

With this ready, all that’s left is to start organizing your physician database appointments or sharing your availability calendar with those interested.

As a recommendation, pay attention to the email account you choose. If you are going to use it for work, it is always preferable not to use your personal email address.

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1. Set up Calendly with your available times

As I mentioned, the configuration is very simple, but you must take the telegram to boost your business time to do it well. This will determine the calendar that you make available to your contacts.

The default setting is Monday to Friday, from 9:00 a.m. to 5:00 p.m. You can adjust the schedule to suit your schedule and your convenience.

Setting availability

 

Choosing the virtual or in-person channel
When scheduling your meetings, Calendly offers the option quick signs of holding them in person or virtually. For in-person meetings, you must add location information.

If you choose to prefer virtual meetings, you can choose between different web conferencing platforms. Google Meet , Zoom , Microsoft Teams, Webex and GoToMeeting are the ones currently available.

 

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