Why Your Clients Love Calendly and You Will Too!

Sep 15, 2023 | Blog | 0 comments

scheduling appointments, meeting planning

In the age of digital convenience, the time-tested act of scheduling appointments might seem like a trivial task. But anyone who’s had to play email tag just to find a suitable meeting time knows it’s anything but simple. Enter Calendly: an innovative solution that is transforming the way professionals and their clients interact. Here’s why Calendly is garnering adoration from clients and why, as a financial adviser, you should be keen to jump on board.

1. Goodbye, Scheduling Hassles!

How many times have you or your client had to send back-and-forth emails just to pin down a meeting time? With Calendly, your clients can view your real-time availability and choose a time that works for both of you. The result? Reduced administrative time and a smoother, more professional experience.

2. Time Zone Troubles? Not Anymore

For advisers with a clientele spanning multiple time zones, scheduling can be a nightmare. Calendly automatically detects and adjusts for time zones, ensuring that everyone’s on the same page—literally and figuratively.

3. Customisable Time Slots

Not all meetings are created equal. An initial consultation might take an hour, while a quick check-in might only be 15 minutes. Calendly allows you to customise meeting durations, giving both you and your clients flexibility and clarity.

4. Reminders and Follow-ups

Missed appointments or last-minute cancellations can be costly in terms of time and potential revenue. With Calendly’s automated reminder system, both parties receive timely notifications, reducing the chance of no-shows and last-minute changes.

5. Seamless Integrations

If you’re using other digital tools, Calendly likely integrates with them. From CRM systems to video conferencing platforms like Zoom, it ensures that every aspect of your appointment process is streamlined.

6. Enhances Professionalism

Offering clients a modern, intuitive scheduling system sends a clear message: you value their time and are invested in the latest tools to provide them with top-notch service.

7. It’s Not Just for Meetings

Calendly isn’t restricted to one-on-one appointments. Whether you’re hosting webinars, group consultations, or workshops, this platform can manage multiple attendees with ease.

In a digital-first world, small efficiencies can make a significant difference in client experience. Calendly is more than just a scheduling tool—it’s a reflection of your commitment to seamless, client-centric service. As your clients revel in the ease it provides, you’ll appreciate the simplicity and professionalism it injects into your business processes. Embracing Calendly might just be the game-changer you didn’t know you needed.

For more great ideas to improve the efficiency of your practice, check out our blog on Building a High-Performance Financial Advice Practice: Top Tips and Strategies.

Need help booking in your client review meetings? Click here to check out how our Client Servicing Team can help with this and much more.

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