Everything You Need to Know About Booking an Informational Meeting on Calendly

Everything You Need to Know About Booking an Informational Meeting on Calendly

Calendly is a powerful tool that simplifies the process of scheduling appointments. After signing up and connecting your calendars, you can offer your availability to others and let them schedule meetings with you. Informational meetings, in particular, can be a game-changer as they allow you to potentially convert prospects into long-term clients. Here’s everything you need to know to make the most of booking an informational meeting on Calendly.

1. First, set up your Calendly account

Before you can start booking meetings on Calendly, you need to create an account. Sign up with your name, email address, and unique password. Connect your calendar to Calendly by integrating it with Google, Outlook, or other calendar apps. This way, your availability will sync with Calendly and your invitees can see your free time slots.

2. Customize your Calendly page

Once you’ve set up your account, customize your Calendly page to reflect your brand and personality. You can add your photo, bio, and even customize the colors and fonts to give it a unique look. Make sure to add a compelling call-to-action (CTA) that tells prospects why they should book an informational meeting with you.

3. Create an event type

An event type is a specific type of meeting or appointment that you offer. You can create different event types for different purposes, such as informational meetings, consulting sessions, or coaching calls. When creating an event type, specify the duration, location (if it’s an in-person meeting), and add any additional questions you want your invitees to answer.

4. Share your Calendly link

Once you’ve created an event type, share your unique Calendly link with your prospects. You can add it to your email signature, website, or social media profiles. You can even embed it on your website or create a landing page specifically for informational meetings. When someone clicks on your link, they’ll be taken to your Calendly page where they can see your availability and book a meeting with you.

5. Send automatic reminders

Calendly sends automatic reminders to both you and your invitee before the meeting. This is a great feature that reduces no-shows and last-minute cancellations. At the specified time, both you and your invitee will receive an email or SMS notification reminding you of the appointment.

Conclusion

Booking an informational meeting on Calendly is an easy and effective way to convert prospects into long-term clients. By following the steps outlined above, you can set up your Calendly account, customize your page, create event types, share your link, and send automatic reminders. With the power of Calendly, you can streamline your scheduling process and build better relationships with your clients.