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

https://www.youtube.com/watch?v=_8-0aA6UMTI&ab_channel=Calendly

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

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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.