Make scheduling easier with Calendly

Calendly is cool but needs some attention!

Schritte

1 Connect your Calendar with Calendly

Login to www.calendly.com and connect your calendar

2 Create a new meeting

Make sure you get the right time zone

Ask the right questions

  • Phone number (in case)
  • Email
  • Comments

3 Select slots from your calendar

Offer plenty of options

Make sure you offer enought interesting slots

Lead time - and time after the meeting

Decide how much in advance meetings can be booked
Block time after the meeting (to process and recuparate your batteries)

4 Don't block times in your calendar - also with whole day events

The slots won't show up in your calendar!

5 Check communication

What messages do users get? Is the language correct?
What links do you provide e.g. for the guestlist linking to the lobby?

6 Round Robin Update

If more than one person can take slots use the Round Robin role.

7 Get embed code from calendly and copy into a new page with type iFrame