Calendly
Meeting scheduling platform that automates booking, reminders, routing, meeting recaps, and payment collection.
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Product Overview
What is Calendly?
Calendly is a scheduling and meeting workflow platform designed to eliminate the back-and-forth of arranging meetings. Users can connect calendars, define availability, and share booking links or embedded scheduling pages. Beyond appointment booking, Calendly supports lead routing, automated reminders, meeting notes and action-item recaps, team scheduling controls, and payment collection for paid meetings or services. Its AI scheduling assistant, Callie, can coordinate meeting times directly within email threads.
Key Features
Calendar-Based Scheduling
Connect calendars, set availability rules, and let invitees book open time slots without manual coordination.
Flexible Event Types
Create one-on-one, group, collective, round-robin, and multi-host meeting templates for different scheduling scenarios.
AI Email Scheduling Assistant
Use Callie to coordinate meeting times in email threads while retaining control over the final booking process.
Automated Meeting Workflows
Send personalized email or SMS reminders, rescheduling messages, follow-ups, and other booking-related communications.
Lead Routing and Website Embeds
Embed booking flows on websites and use routing forms to qualify visitors before assigning them to the appropriate team member.
Meeting Recaps and Payments
Capture meeting discussions and action items, then support follow-up workflows and payment collection for booked sessions.
Use Cases
- Sales Qualification : Sales teams can route inbound prospects based on form responses and automatically book them with the right representative.
- Client Appointments : Consultants, agencies, and service providers can let clients schedule sessions and pay at the time of booking.
- Recruiting Interviews : Recruiting teams can coordinate interviews across candidates, hiring managers, and multiple interview formats.
- Customer Success Meetings : Customer-facing teams can simplify onboarding, check-ins, training sessions, and account review scheduling.
- Internal Team Coordination : Teams can organize office hours, project syncs, team meetings, and cross-functional discussions around shared availability.
FAQs
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