Scheduling appointments and meetings is one of the most common tasks at insurance agencies. Whether you’re meeting with a client, prospect, or a co-worker, making that process more efficient is a great way to save time. While there’s a multitude of digital meeting schedulers to choose from there’s one that sets itself apart from the rest – Calendly. “The best automated scheduling software for you and everyone you meet” the scheduler’s slogan is true for both us and our clients!
Calendly is a simple, easy-to-use, powerful scheduling software which integrates with up to six of your calendars. It helps you save time, accelerate sales, and improve your overall service quality. By eliminating the old-school way of using email and phone tags for scheduling appointments and calls, Calendly helps you connect in a seamless and effortless way, and it’s for free!
How It Works
Calendly works in a simple and user friendly way. All you need to do is set your availability preference, share the link with your clients, prospects, or colleagues, and let them choose a time, which is then automatically added to your calendar. Integrated with Google, Office 365, and Outlook, Calendly checks all calendars for conflicts to avoid double-booking.
Features
Hold All Types of Meetings
With Calendly you aren’t just limited to having one-on-one meetings. You have the freedom to meet the way you want.
One-on-one
Allow your invitee to schedule individual meetings.
Round table
Automatically distribute meetings to your team based on availability, priority, or equity.
Collective
Enable your invitee to schedule a time with multiple team members at once.
Group
Host multiple invitees at the same event for webinars, training and more!
Own your Scheduling Experience
Calendly helps you be in full control throughout the scheduling process, from scheduling to the actual meeting you’re able to take charge of a range of factors.
Notifications
Send confirmation and reminder emails and texts to improve no-show rates.
Buffers
Add extra time before or after meetings.
Daily Limits
Cap your number of meetings per day.
Minimum Scheduling Notice
Avoid last minute meetings and give yourself enough time to prepare.
Time Zone Detection
Display availability in your invitee’s time zone with intelligent time zone detection.
Customizations
Deliver an experience that aligns with your agency brand by removing Calendly branding and customizing your profile
Use Calendly with your Current Business Platforms
Calendar Integrations
Connect with up to six of your Google, Outlook, Office 365 or iCloud calendars so you’re never double booked.
Website Embed
Allow your customers to schedule directly from your website to give them a seamless experience.
Integrations with Existing Services
Integrate directly with GoToMeeting and Salesforce, plus connect other apps through Zapier.
