What is Calendly?
Calendly is a meeting scheduling platform that handles booking, note-taking, and follow-up tasks for individuals and teams. It offers an AI assistant (Callie) for email-based coordination and a Notetaker tool for generating meeting recaps. Users can sign up via Google, Microsoft, or email without providing a credit card.
What are the features of Calendly?
- Scheduling templatesPre-built event types support one-on-one calls and multi-host meetings, with customizable availability settings connected to external calendars.
- AI scheduling assistant (Callie)A beta tool added to email threads via callie@calendly.com that coordinates times based on user availability preferences and checks before making updates.
- Meeting notetakerJoins Zoom, Google Meet, and Teams meetings to capture conversations, then delivers summaries, action items, and pre-drafted follow-up emails.
- Automated workflowsSends personalized email and text reminders to reduce no-shows and allows invitees to reschedule.
- Payment collectionSupports upfront meeting payments, multi-session packages, branded invoices, and standalone payment links.
- Routing forms and embedsWebsite widgets let visitors schedule directly, while routing forms qualify leads and match them with team members.
What are the use cases of Calendly?
- Consulting intake with depositA client requests a meeting via email, Callie proposes times, the client selects a slot, and pays a deposit upfront during booking.
- Post-meeting follow-up automationAfter a recorded call, Notetaker drafts a follow-up email containing the recap, which the host reviews and sends with an additional invoice link.
- Lead qualification from a websiteVisitors use an embedded routing form to answer qualifying questions before being matched with the appropriate sales representative.
Calendly Pricing Information:
- Free accessSign up available via Google, Microsoft, or email with no credit card required; specific feature limits are not stated in the source.
