Using Calendly to set up client appointments

You may have heard fellow business owners talk about Calendly as the latest goto feature to make your working day easier to manage.  Here I will outline the main features of Calendly, explain how it can help you and how you can go about integrating it into your website.

Calendly (https://calendly.com/) is a scheduling tool that can simplify the process of setting up appointments with clients. Here are some benefits of using Calendly for this purpose:

1. Easy to use: Calendly is user-friendly and simple to set up, making it accessible to users with varying levels of technical expertise.
2. Saves time: Calendly automates the scheduling process, eliminating the need for back-and-forth emailing or phone calls to schedule appointments.
3. Increases availability: Calendly allows clients to schedule appointments with you at times that work best for them, which can increase the availability of appointment slots and reduce the number of missed appointments.
4. Reduces double-bookings: Calendly integrates with your calendar to prevent double-bookings and ensure that your schedule is always up-to-date.
5. Improves client experience: Calendly allows clients to schedule appointments at their convenience, which can improve their overall experience and build trust in your brand.
6. Customization options: Calendly offers a range of customization options, such as event types, email notifications, and reminders, that can be tailored to meet the specific needs of your business.
7. Accessibility: Calendly can be accessed from anywhere, at any time, making it possible to schedule appointments with clients regardless of location.

Overall, using Calendly for scheduling appointments can streamline the process and provide a better experience for clients, ultimately leading to increased productivity and more effective use of time.  If you want to find out more about what Calendly has to offer, visit https://calendly.com/resources

Setting up Calendly and integrating it into your business WordPress website involves a few steps:

1. Sign up for Calendly: Go to the Calendly website and create an account. Choose the pricing plan that works best for your business and complete the sign-up process.
2. Set up your events: Create events for the different types of appointments you want to offer. Specify the event details, such as the duration, location, and availability.
3. Get your Calendly link: Once you have set up your events, you will receive a unique Calendly link. This link can be shared with your customers, and they can use it to schedule appointments with you.
4. Install a Calendly plugin: To integrate Calendly into your WordPress website, you will need to install a Calendly plugin. There are several plugins available in the WordPress repository that can help you integrate Calendly with your website.
5. Embed your Calendly link: After you have installed the Calendly plugin, go to the WordPress dashboard and navigate to the plugin settings. Enter your Calendly link and select the options for how you want the link to be displayed on your website.
6. Test your integration: Once you have embedded your Calendly link, go to your WordPress website and check to make sure it is working properly. Test the link to ensure that customers can schedule appointments with you through your website.

That’s it! By following these steps, you can set up Calendly and integrate it into your business WordPress website, making it easy for customers to schedule appointments with you.  There are plenty of resources on YouTube to help you through the process step by step if you want to set this up yourself.

Of course, if you are not particularly tech minded and just want to hand this over to someone else, then I am here to help.   Drop us a message, or indeed set up a Calendly meeting with me and I’d be happy to help!

The Site Alchemist