The ultimate guide to Calendly
When it comes to digital calendars, you have several from which to choose. Though digital calendars should take the hassle and headache out of your workday, sifting through the sheer number of options may be overwhelming and eat up the hours of your precious time you’re trying to save.
In this Woven guide, we provide a comprehensive description of Calendly, one of the world’s most popular digital calendar tools. In each section, you’ll learn everything you need to know, including information about setup, calendar integration, pricing and more. The guide will also explore Calendly’s various package options, what each offers and how your business or corporation may benefit from the various features.
Learn more about Calendly and how the digital calendar compares to other top offerings, such as the one we offer at Woven. If you’re trying to make a decision on which calendar app to use going forward, we’ve broken this down for you step by step.
Who We Are
Our team at Woven is comprised of the top productivity experts from Google, Facebook, SquareSpace, and others. Woven's original vision was to help individuals reimagine how they used their time so they could spend what of the precious commodity they did have on what matters most to them. Though we started with helping people make scheduling easier within their calendar, we do so much more.
The Woven calendar app makes it possible to perform all the functions of scheduling in one fell swoop. From planning to scheduling, and from preparation to meeting to follow up, you can see and manage every stage of the calendar lifecycle on one screen.
What is Calendly?
Calendly is a scheduling software, which aims to save time, accelerate sales, and improve service quality. It eliminates the old-school way of using email and phone tags for scheduling appointments, calls, interviews, demos, and more.
Calendly offers three types of accounts: basic, premium, and pro. Obviously, the more you spend, the more you get. The plans and their various features are outlined below.
The basic account is always free but offers limited features. The most important feature, the reason the application was created, is the ability to integrate with other calendar systems, such as Google Calendar or Outlook. The basic plan also allows users to schedule unlimited events, although they can only work with one type of event. All users also receive a personalized Calendly URL, automated event notifications, the ability to add the application to a website, intercom access, and access to a knowledge base.
The premium package, which is billed at $10 per month or $96 per year ($8/month), provides users with the ability to integrate with two calendars. Premium users can remove the Calendly branding, work with unlimited event types, create group events, and customize their email notifications and reminders. They can also add links to their event confirmation pages, analyze metrics, and have access to more than 700 application integration options, including custom ones through webhooks, Zoom, and GoToMeeting. Premium users have a live chat for 10 or more users and can access email support for up to three hours.
Pro users have access to everything above. However, they can connect to up to six different calendars, receive SMS notifications, and customize colors. Pro users also have integration and support for Salesforce, as well as integration for PayPal, Stripe, and Google Analytics. Pro users are billed at $15 per month or $144 per year ($12/month).
Regardless of the type of service you choose from Calendly, every user will receive a free two-week trial.
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How To Login To Calendly
Before you can log into Calendly, you’ll need to create an account. This is very easy, since the signup box is the main component of the application’s home page. If you input a Gmail address, the website prompts you to sign up with Google. Choose the account you want to sign up with and click “Allow,” so Google can set the proper permissions. After allowing permissions, you’ll see a page that lets you create your personalized URL and choose your time zone. At this point, you can choose to set it up later or to continue with the setup process detailed below. If you decide to log out of Calendly for now, you can sign in again later by clicking the “Sign Up” button at the top right of the page.
How to Set Up Calendly
When you log into Calendly again, you’ll see an Account tab at the top right corner of the page. Clicking on this provides you with everything you need to set up your account and billing information, as well as to share your link or invite other people to the account.
Start by clicking on Account Settings. This is where you can change your profile information, add a profile picture, update your link, and change your login settings. The first section is for your profile information, and the first option is to choose whether to show the Calendly branding. Next, you can provide information, including your name and a welcome message. This is also where you can update your language, date and time formats, country, and time zone.
The next section of the Account tab is the billing information. When you originally sign up, this section will let you know that you’re using a free trial for the pro features and tell you when your account will be automatically downgraded to the basic account. You can choose to officially upgrade at any time.
Calendar Connections is the third part of the Account Settings tab. Clicking on this takes you to a list of calendars that Calendly can integrate with. Currently, those options are Google Calendar, Office 365, Outlook, and iCloud. Click on the Connect button for the calendar you want to integrate to walk through the setup process.
The fourth section of the tab is the Users section. In this area, you can start building your organization. The active section allows you to invite users and teach them how to use the team scheduling features. There are also links to videos that detail their round robin scheduling system and management tools. A pending tab shows you the people you’ve invited who haven’t responded yet, and the templates offer you event templates for meetings in lengths of 15, 30, or 60 minutes.
The final portion of the Account section is the Apps tab. In this area, you’ll find information about Calendly’s mobile apps, desktop application, and browser extension.
Advanced Calendly Functionality
Calendly has a wide range of enhanced functionality features that allow them to integrate with a number of other applications.
- API & Webhooks – Developers can use the Calendly API and documentation.
- Calendly for Chrome – Allows you to create Adhoc Meetings and access your Event Type links, as well as several other features.
- Calendly Click – Get quicker access to your snippets and links.
- Calendly for Intercom – Use Intercom Messenger to automatically schedule meetings with current and potential customers.
- Google Analytics – Create and track your meeting and event goals with the integration of Calendly and Google Analytics.
- GoToMeeting – Include your GoToMeeting details in your Calendly event.
- PayPal – Accept payments from PayPal at your events.
- Salesforce – Update your records automatically when scheduling meetings with Calendly.
- Stripe – Accept payments from Stripe during your events.
- Zapier – Access more than 700 applications and integrate your Calendly account with them.
- Zoom – Create events on Calendly and automatically include all the meeting details from Zoom.
Frequently Asked Questions About Calendly
Is It Free to Sign Up for Calendly?
Signing up for and using Calendly is 100% free. Every new member receives a two-week trial of the pro services. If they decide not to upgrade, they can continue to use limited features with a free basic account.
Is There a Help Center?
Calendly offers a comprehensive knowledge base for all members. The wealth of information covers everything from how to get started to security and compliance information. Premium and pro members also receive access to three hours of customer support over the phone.
Can Calendly Be Used as a Standalone Calendar?
Calendly is a meeting scheduling application. It does not work as a standalone calendar. However, it does integrate with several calendar applications to make it easier for you to schedule meetings quickly and efficiently.
Calendly has a mobile app that is available for iOS operating systems. The app allows you to do everything the desktop application does, including copying your scheduling links to paste into email, view upcoming meeting details, see the answers your invitees provided for questions, and join video calls, among many other features. Although Calendly does not yet have an Android app, one is in the works.
Calendly WordPress Plugin
Calendly does offer options to integrate your calendars via WordPress plugins. The application partnered with Zapier to offer a variety of plugin options, including the possibility of four integrations, notifications if an invitee cancels, letting you know if an invitee schedules an event, and much more. You can also embed your calendar directly into WordPress.
Calendly does offer a published API for any developer using the Calendly system. To use the API, you’ll need your authentication token. The documentation is more detailed in terms of the application’s defined endpoints.
Experience a Smarter Calendly Experience With Woven
A Calendly alternative that is free, Woven is a smart, collaborative calendar that keeps users on track and ensures the people who are invited to their events always know what’s going on and when. This innovative application provides fully integrated scheduling links that lets invitees view open time slots in real time. This way, more people can choose the right time that works for them the first time, leading to fewer back-and-forth emails about scheduling meetings. Add Woven to your productivity app stack today.
Interested in a Calendly Alternative? Read our Comprehensive Calendly Alternative Breakdown Here.
Read Our Other Comprehensive Calendar Guides
- Woven Guide to Google Calendar
- Woven Guide to Outlook Calendar
- Woven Guide to Apple Calendar
- Woven Guide to Yahoo Calendar
Read Our Other Calendar Tool Tutorials
- The Ultimate Guide to Doodle
- The Ultimate Guide to Acuity
- The Ultimate Guide to ScheduleOnce
- The Ultimate Guide to When2Meet
Unleash the Power of Woven
Explore all that Woven can do for you. Sign up for FREE to take advantage of Woven’s smart templates, scheduling links, availability sharing and more.