Calendly

How to use Calendly in Journey

Incorporating Calendly into your journey simplifies your scheduling process and allows clients to choose times that work best for them.

You can schedule demos, calls, meetings, and even follow-up sessions right within your journey.

What is Calendly?

Calendly is a user-friendly scheduling tool that coordinates your availability with your clients', eliminating the back-and-forth email scheduling dance.

It's incredibly seamless to use and it supports complex scheduling conditions, including group bookings, buffer times, minimum scheduling notice, and even quota per day.

Why should you use Calendly in your Journey?

Use cases

Schedule Demos

Calendly allows you to schedule demo sessions with your users within your journey, enabling immediate action while interest is highest.

Add a Masterclass or Webinar

You can embed your Calendly link to schedule a masterclass or a webinar at the end of your journey.

Schedule Consultations

Include a Calendly link to allow clients to book a consultation session directly.

Offer a Follow-up Call

Add an option for a follow-up call at the end of your journey. This lessens the need to reach out manually.

Set Availability

Customize your available hours for different types of appointments to balance your workload.

Time Buffer

Create time buffers between appointments to ensure you never feel rushed.

Offer Group Meeting

Facilitate group events like webinars or training sessions. Set the capacity limit and Calendly will cap the bookings automatically.

Journey Example