Calendly

Booking links and scheduling around meetings

Calendly is a scheduling platform for people whose work runs on meetings. Rather than trading emails to find a time, users share a booking link, add their availability to an email or text message, or place a booking option on a website, and others choose a slot that suits them. The company says more than 20 million professionals use it.

An AI assistant and meeting recaps

Callie is an AI scheduling assistant that can be added to any email thread to coordinate times without switching tools. A notetaker can join a meeting, capture the conversation and deliver a recap with action items soon after the call. Recaps are stored in the contact's profile, and a follow-up email can be drafted from the recap, with an invoice link added where needed and the assistant brought in to arrange the next call.

Payments and invoices

Meetings can require payment up front, and users can sell packages and send custom invoices through built-in payment tools. Booking and payment can happen in one step, so a client who books a session can pay a deposit at the same time. Pre-built event types cover everything from one-to-one calls to multi-host meetings, so the same templates can be reused for different kinds of conversation.

Team scheduling and IT controls

Colleagues can co-host a client call, share scheduling preferences and send consistent reminders and follow-ups. Email and text workflows reduce no-shows, and an integration list covers Google, Office 365 and Outlook calendars along with apps such as Salesforce, Stripe and Zapier. For IT departments, the company offers single sign-on, SCIM provisioning, managed accounts for centralised billing, and controls over how teammates create meeting types and apply brand standards.

Before and after the meeting

The product's pitch covers the work around meetings. Contact history is gathered before a call so the host arrives prepared, questions can be asked before someone is allowed to book, and reconfirmations keep appointments on track. After the meeting, follow-up content can be sent automatically to move a deal along, which the company says helps teams handle the work without adding more tools.