Hidden Calendly settings to make days more productive

Calendly isn’t significantly arduous to use, which is a part of why it’s one of many best meeting scheduler apps. That doesn’t imply each characteristic is clear, although, and a few of Calendly’s finest options are just a bit too covert.

The easiest way to study any app is to press all the buttons, however don’t fear in the event you don’t have the time to try this—I did it for you. Right here’s what I discovered.

Give your self respiratory room between appointments

Slicing off a dialog with a buyer is rarely nice, but when your day is simply back-to-back conferences, it’s going to occur. You may stop this by including time earlier than or after your occasions in Calendly.

1. Open the settings for a given occasion kind, then head to When can folks e-book this occasion?

2. Scroll down, and also you’ll discover the choice to add instances earlier than or after occasions.

This provides you a buffer—the time earlier than or after any occasion will probably be marked as busy, so folks can’t e-book your time then. This implies you may prep for the following appointment . . . or simply get some espresso.

Restrict the variety of appointments per day

You in all probability don’t need to be in conferences all day day-after-day—in some unspecified time in the future, you want to do some targeted work. That’s why it is perhaps a good suggestion to restrict the whole quantity of conferences you’ll enable every day, no matter when these conferences may occur. Right here’s how to try this.

1. Click on into the When can folks e-book this occasion? part for any given occasion kind.

2. Scroll to the underside, then develop the Extra guidelines to your availability part.

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3. You’ll discover a field labeled Most allowed occasions per day for this sort of occasion. 

4. Kind a quantity, and that’s it—it should not be attainable to your day to have any more than that variety of conferences.

Add your brand

You may add your brand to your reserving web page, which makes Calendly really feel just a bit more like an extension of your organization.

Head to Account > Account Settings > Branding, and also you’ll discover the choice.

Add any file, and it’ll present up each time customers are signing up for a time slot.

You may as well flip off the distinguished Calendly branding within the top-right nook, if you’d like.

Join your calendar

This isn’t precisely a hidden characteristic, granted, but it surely’s one I believe folks have a tendency to delay utilizing. Calendly can join together with your present calendar, that means clients received’t find a way to e-book your time if you’re busy, and any occasions arrange by clients will present up in your major calendar.

This works with the most well-liked calendar apps: there’s assist for Google, iCloud, and Microsoft Outlook. And Outlook customers are coated on three fronts: There’s assist for Microsoft 365, Change, and even the Home windows Outlook app, with none cloud connectivity by way of a plugin.

To get began, head to Account > Calendar Connections. You’ll be glad you probably did.

Can’t join your calendar of alternative? Zapier’s integrations with calendar apps may assist.

Embed on an internet site

Positive, you may simply add a hyperlink to your reserving web page in your web site, however Calendly additionally offers you the choice to embed.

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1. Click on the Share button in your occasion kind.

2. Click on the Add to web site tab, and also you’ll see three choices.

Most individuals will need the Embed inline choice, which helps you to add the shape to a selected web site. The opposite two choices provide a button or a textual content hyperlink that turns right into a pop-up.

3. Both means, copy the embed code and paste it into your web site.

You’ll want to know somewhat about working with HTML to get this completed, however not loads—it’s just about a matter of copying the code and pasting it in the fitting spot. In case you get caught, there are instructions for doing this on WordPress.