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!