No more back and forth
When you are a small team, there is not necessarily someone dedicated to managing your appointments.
However, managing a calendar, finding the right date, confirming the presence of guests can quickly become time-consuming.
At Blendy we opted for Calendly which we combined with Pennylane. A simple, easy-to-use and so practical tool for managing your e-Appointments !
Integrated directly into our website , this application allows us to manage appointments with our customers, prospects, partners, etc. in no time at all.
Because your time (and ours) is precious, this application is an ideal solution to optimize and automate the planning of your calendar . No more need to send lots of emails to find a time that matches your availability and that of your interlocutor.
Define your availability
In just a few clicks you can schedule the type of appointment, and the days and time slots on which you are available. Did you have a day of meeting with a client? Calendly will not take appointments on this day.
Everything is synchronized automatically and in real time with your Google, Outlook, Office 365 or iCloud calendar. Calendly is also compatible with GotToMeeting , Salesforce, Pennylane and your Zapier apps. Thus, your prospects make an appointment with you and via Zapier they are automatically transformed into leads or even customers in Pennylane . You therefore clearly save time by avoiding updating several different tools, at the risk of forgetting an appointment here and there...
Customize according to your needs
You can first personalize the appointment form. So you can, for example, ask a prospect to confirm their phone number or ask a question to prepare for your interview. All directly integrated into the form. This way you will know exactly what they would like to discuss before the meeting begins. Their responses will appear directly in your calendar and are available whenever you need them. And so you always arrive prepared for your appointments.
You can also modify the notifications that Calendly automatically sends: confirmations, reminders and reminders. And in the event of cancellation or modification of the date or time of the appointment, you and your contact are immediately informed.
No more chasing payments
The little extra? You can even collect payment or deposit from a client before meeting them. Simply by combining Calendly with Stripe or even PayPal .
This payment automation feature will allow you to devote yourself entirely to your customer's requests and not to managing your cash flow.
So yes! At Blendy the Calendly solution allowed us to focus our energy on value-added tasks. And we have gained a lot of time on a daily basis to devote ourselves fully to our customers and prospects.
Contact us to find out how we help you exploit the full potential of your business apps combined with Pennylane or QuickBooks for your business!
With Blendy, French digital accountant take advantage of digital accounting to accelerate your finance process and develop your business.
Pennylane , Dext , QuickBooks and Stripe experts, we support digital and IT service companies, e-Commerce, SaaS, SMBs, in France and internationally.
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