Welcome to Part #2 of the 4-part series, “Tech it Out!” where we instruct you on how to automate your business. In case you missed it, you can read Part #1 here.
As entrepreneurs we wear many hats and anywhere that we can save time is definitely worth it.
Do you ever find yourself in a back and forth with your clients trying to find a time that works for both of you?? This tedious form of communication can be very time-consuming. Worse, you could lose a qualified prospect just because it’s too difficult to sync up.
If this sounds familiar, you are in luck when it comes to a solution because there are a plethora of apps and software that can help!
Although there are a variety of apps and software options available, one of the most popular apps for solving this issue is Calendly.
For todays purposes I will use Calendly as it is our software of choice.
Calendly offers a free version where you can choose 1 meeting type, and a paid version that allows you to customize multiple meeting types and schedules. It comes in around $10 per user.
Just set your availability preferences and then share the link with your client/team member via email or embed it on your website. After they pick a time, the event is automatically added to your calendar.
It also comes with a number of useful features including calendar integrations (Google, Outlook, Office 365, iCloud), SMS and email notifications, buffers, time zone detection, customizations, and more.
For a seamless user experience, it also integrates with apps like Salesforce, Zapier, GoToMeeting and Zoom.
If you have the pro version it will allow you to create workflows to send clients reminder emails as well as follow ups. If you are a client that has a specific form that needs to be filled out you can have Calendly automatically send it.
If you use the Zoom integration in Calendly and change the location in your meeting type to Zoom, once the client books it will automatically create the Zoom meeting and send you both an email confirmation.
We hope that this was helpful. Join us next week for #3 of our 4 part series, “Tech it Out!”.