Make it easy for clients and prospects to schedule time with you! Calendly’s online scheduling platform is now available to ESI Representatives. Look for more information about a webinar on 10/24 at 4pm ET to learn all about Calendly that what it can do including…
- Easily share your calendar by including your personal Calendly link in your email, embedding it on your website, or sharing it through social media
- Streamlined booking – Clients can easily self-schedule meetings, and calls based on your availability. Reduces back-and-forth emails.
- Flexibility & Organization –Setting buffer times before and/or after meetings. Ensures you have time to prep for and organize your notes for each meeting.
- Customization – Tailor the type of meetings for your business and showcase all the services you have to offer. Each meeting can be customized including length, locations, reminders, and availability
- Automatic reminders – Scheduling services automatically remind all parties of upcoming booked appointments via email.
- Provide an easy way for clients to reschedule an appointment
- Availability at a glance – Your clients can see your real-time availability and schedule meetings around your availability.
- Mobile friendly – Scheduling can be done on-the-go via a simple website. No App needed! Great for your clients who are always on the move.
- Gift of time – Automated process reduces time spent on coordinating schedules and give you more time to meet with you clients
- Client experience – Convenient online booking system provides an efficient and professional process for your clients.
- Analytics – View reports on meetings booked, cancelations, client history, peak booking times, and more.
How does Calendly work?
After you’ve set up your Calendly profile and sync it up with your Outlook calendar, you’ll receive a personal link that you can use on your emails, website, social media, etc.
Clients can simply click on your link to schedule a meeting with you. No more emailing potential times back-and-forth because you set the days and times that you want to make available for appointments.
How much does Calendly cost?
The Calendly service is $25 per month ($5.77 weekly) and will be deducted weekly from your commissions if you choose to use it. Currently, only the online scheduling service is available.
How do I get started?
To get started, click here for the Calendly Sign Up Form (note that you must be logged into the National Life website to access this form) and follow the directions.
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