28. Calendly & How We Use It In Our Agency

Calendly is a life saver in our agency. From integrating multiple Zoom links, to scheduling our podcast, and syncing group calendars with teammates, this tool has been a game changer and is our favorite scheduling platform by far.

Whether you have the free version or upgrade to paid, Calendly can drastically improve your agency's workflows, customer success, scheduling headaches, and so much more.

Check out this Calendly hack we discovered that shows just how user-friendly and efficient this tool is. 👇 

CALENDLY HACK

When booking sales calls or client meetings via text or social platforms, you can create the following keyboard shortcut on your iPhone to help fire off your scheduling link in a flash.

Go into Settings > General > Keyboard > Text Replacement > Type 'Cal Link' [for example] > Insert Calendly Link under 'Shortcut'

~~Now every time you are in a messaging app, when you type 'Cal' your link should pop up immediately!

Tune into the episode for the full scoop, and watch your scheduling and double-booking nightmares wash away.

[HELPFUL LINKS]

Curious about how to update clients on the recent iOS changes? Grab our iOS email template here

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you, client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!