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Pop-up text or CTA button","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"If you want to offer a more subtle way for visitors to book appointments, try adding a scheduling CTA in a page’s body copy or a button. Clicking the linked text opens the Calendly booking platform in a pop-up window.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"[Blog] Add scheduling to your website - Clover","title":"Screenshot of Clover's \"Get Started\" page. A pop-up shows the Calendly booking page for a \"Sales Consultation\" event.","image":{"title":"[Blog] Add scheduling to your website - Clover","description":"Screenshot of Clover's \"Get Started\" page. 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","nodeType":"text"},{"data":{"uri":"https://calendly-embed.com/"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Visit our demo site to explore","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":" and try booking a meeting through any of the embed options above. (Scheduling time via the demo site adds a fake meeting to your calendar so you can see the full experience. Remember to delete that meeting when you’re done testing.)","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"How to add your customized calendar embed to your website","nodeType":"text"}],"nodeType":"heading-2"},{"data":{},"content":[{"data":{},"marks":[],"value":"Now that you know more about your embed options, you’re ready to create a personalized embed code that adds Calendly’s ","nodeType":"text"},{"data":{"uri":"https://calendly.com/blog/online-booking-system"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"online booking system","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":" to your website. 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If you’re new to Calendly, think of Event Types as templates for appointments or meetings you'll schedule regularly, like an hourlong initial consultation or 30-minute client check-in.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"(Users on Calendly’s free plan can only have one Event Type, so if you’re a free user, this is the embed option for you!)","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"You'll add all of the details — location, duration, description, intake form questions — when you ","nodeType":"text"},{"data":{"uri":"https://help.calendly.com/hc/en-us/articles/14048303578391-Setting-up-your-first-event"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"first set up your Event Type","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":", so you don't have to manually enter them for every new booking. Whenever a client goes to book that appointment type, all the info will automatically show on the booking page.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Let’s say you want potential customers to sign up for 20-minute intro calls via your website. You’d embed the booking page for that Event Type, so that’s the type of meeting visitors would be able to book through your site.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Here’s how to get your embed code:","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"On the Event Types tab on your ","nodeType":"text"},{"data":{"uri":"https://calendly.com/event_types/user/me"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Calendly homepage","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":", choose which Event Type you want to embed","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Select “Share”","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"In the pop-up, select “Add to Website”","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Choose your preferred embed type","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"}],"nodeType":"ordered-list"},{"data":{"target":{"internalName":"[Blog] Add scheduling to your website - Embed single Event Type","title":"GIF showing a user getting the embed code for a single Event Type from their Calendly home page.","image":{"title":"Embed Calendly in your website - blog - Event Type embed process GIF","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/7C63anNU1T955Om041kCM2asset/688388b44211b370733290d4f19a843e/EmbedGIF.gif","details":{"size":2451696,"image":{"width":1354,"height":838}},"fileName":"EmbedGIF.gif","contentType":"image/gif"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-05T17:44:10.242Z","id":"7C63anNU1T955Om041kCM2asset"},"description":"A Calendly landing page with a single Event Type provides a simple scheduling option for your website.","hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2023-04-24T16:21:00.904Z","id":"ToggCT6JY0YxhwmSL5wZu"}},"content":[],"nodeType":"embedded-entry-block"},{"data":{},"content":[{"data":{},"marks":[],"value":"Embed a landing page with multiple meeting types","nodeType":"text"}],"nodeType":"heading-4"},{"data":{},"content":[{"data":{},"marks":[],"value":"As your business grows, you may want to provide multiple appointment types for your customers — for example, a salon offering three kinds of massages, or a small business coach offering 30- and 60-minute consulting sessions.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"If you want to offer visitors more variety, embed a landing page with ","nodeType":"text"},{"data":{"uri":"https://calendly.com/blog/why-multiple-event-types"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"multiple Event Types","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":". Users on all paid plans can create more than one Event Type. (That added flexibility is why many Calendly users ","nodeType":"text"},{"data":{"uri":"https://calendly.com/pricing/"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"upgrade to a paid plan","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":"!)","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"[Blog] Add scheduling to your website - Taxman","title":"Screenshot of the Taxman website. There is a button that says \"Book a Meeting Today\" in the lower right-hand corner. 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To embed that landing page on your site:","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Go to the Event Types tab on ","nodeType":"text"},{"data":{"uri":"https://calendly.com/event_types/user/me"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"your Calendly homepage","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":"","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Find the team or user whose landing page you'd like to share","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Select the gear icon, then “Add to Website”","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"},{"data":{},"content":[{"data":{},"content":[{"data":{},"marks":[],"value":"Choose the type of embed that you prefer","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"list-item"}],"nodeType":"ordered-list"},{"data":{},"content":[{"data":{},"marks":[],"value":"Step 2: Customize your embed","nodeType":"text"}],"nodeType":"heading-3"},{"data":{},"content":[{"data":{},"marks":[],"value":"Once you’ve chosen a booking page and embed type, you can customize the appearance to match your brand.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"Color and button text customizations are available for the pop-up widget embed, and you can edit the text shown for the pop-up text option. 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It’s easy — just check the “Hide event details” box. This option hides your profile picture as well as the Event Type name, event duration, location, and description. You can also choose to hide the cookie notification banner on your embed.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"[Blog] Add scheduling to your website - Galen College of Nursing","title":"Screenshot of the Galen College of Nursing's \"Open House and Galen Day\" webpage. There is a block of text describing the event above an embedded Calendly calendar and a Google Map.","image":{"title":"[Blog] Add scheduling to your website - Galen College of Nursing","description":"Screenshot of the Galen College of Nursing's \"Open House and Galen Day\" webpage. 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You’ll find beginner-friendly tutorials on ","nodeType":"text"},{"data":{"uri":"https://help.calendly.com/hc/en-us/articles/223147027-Embed-options-overview?tab=general#h_01FQM4WZ3RE2E4D0835RD2TE3A"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"embedding Calendly with some of the most popular website builders","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":" and online stores, including Squarespace, Wix, WordPress, and Shopify.","nodeType":"text"}],"nodeType":"paragraph"}],"nodeType":"blockquote"},{"data":{},"content":[{"data":{},"marks":[],"value":"How to qualify and schedule leads from your website forms with Calendly Routing","nodeType":"text"}],"nodeType":"heading-2"},{"data":{},"content":[{"data":{},"marks":[],"value":"What if you don’t want to let everyone who comes to your website book a meeting? ","nodeType":"text"}],"nodeType":"paragraph"},{"data":{},"content":[{"data":{},"marks":[],"value":"With ","nodeType":"text"},{"data":{"uri":"https://calendly.com/blog/routing"},"content":[{"data":{},"marks":[{"type":"underline"}],"value":"Calendly Routing","nodeType":"text"}],"nodeType":"hyperlink"},{"data":{},"marks":[],"value":", show scheduling pages only to leads who meet your qualifications, like prospects from specific industries or companies of a certain size. That way, your busy team can spend their valuable time on the potential customers that matter most.","nodeType":"text"}],"nodeType":"paragraph"},{"data":{"target":{"internalName":"[Blog] Add scheduling to your website - Smith.ai form","title":"Screenshot of \"Schedule a free 30-minute consultation\" page on the Smith.ai website. The form asks for name, email, and industry.","image":{"title":"[Blog] Add scheduling to your website - Smith.ai form","description":"Screenshot of \"Schedule a free 30-minute consultation\" page on the Smith.ai website. 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That’s why a healthy bottom line requires a focused customer success team.","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Customer Success pro tips - 14x easier to sell to happy customers","title":"Customer Success pro tips - 14x easier to sell to happy customers","image":{"title":"Selling to new vs existing customer","description":"The probability of selling to a new prospect is 5–20%. The probability of selling to an existing customer is 60–70%.","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/2Fmls6X6TZuZjrEHPyriUbasset/b7bfc998c056e4209a3ecc7eecfaf058/upsells4_happy_customer_RESIZE.png","details":{"size":43373,"image":{"width":850,"height":327}},"fileName":"upsells4 happy customer RESIZE.png","contentType":"image/png"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-05T17:48:36.950Z","id":"2Fmls6X6TZuZjrEHPyriUbasset"},"description":"The probability of selling to a new prospect is 5–20%. The probability of selling to an existing customer is 60–70%. (Source: [Groove](https://www.groovehq.com/support/upsells))","hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2022-10-05T17:53:27.947Z","id":"K4lZH90cA6zYmyFrq4Jgwentry"}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Fortunately, ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/solutions/customer-success"},"content":[{"nodeType":"text","value":"account management and customer success teams can work more effectively with Calendly","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":". You can enable customers to schedule time with one or multiple members of your team in just a few clicks. Through onboarding sessions, status calls, upgrade discussions, or renewal check-ins, Calendly's tools and automations keep customer satisfaction high and churn low by making it easier to connect during key phases of the customer journey. ","marks":[],"data":{}}]},{"nodeType":"heading-2","data":{},"content":[{"nodeType":"text","value":"6 customer success strategies that increase retention","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Use these proven ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/customer-retention-strategies-tactics"},"content":[{"nodeType":"text","value":"pro tips to increase customer retention","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" while giving customer success teams more time to focus on what matters most: creating an optimal experience with your product and organization, laying a foundation for future opportunities, and growing your business.","marks":[],"data":{}}]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"1. Schedule onboarding sessions to decrease time to value (TTV)","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Building great relationships and ensuring your customers get the most value from your product or service starts with their first interaction with your team. One of the best things you can do to make a lasting impression and build a loyal user base is provide personalized training during onboarding. You can onboard more efficiently by empowering customers to easily sign up for a one-on-one session. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"‌","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":"If you're training a group, you can allow multiple customers to sign up for a ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14077508073111"},"content":[{"nodeType":"text","value":"group session","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":". Share resources ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14073294601495-Display-and-customize-the-event-confirmation-page"},"content":[{"nodeType":"text","value":"from the confirmation page","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" such as links to help articles ahead of onboarding so you can make the most of your time with them.","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Wisita video - confirmation page","twoColumns":false,"backgroundColor":"Base White","headingSize":"h2","wistiaSize":"normal","wistiaVideoUrl":"https://calendly.wistia.com/medias/c8ye2pd7fw","videoTitle":"Wisita video - confirmation page","videoDescription":"After booking a meeting, redirect invitees to the confirmation page or website of your choice.","toggleVideoInfo":false,"__typename":"componentVideoPlayer","node_locale":"en-US","createdAt":"2022-10-05T17:55:15.391Z","id":"4o77TdfRdDpqibcYYfZvI3entry"}},"content":[]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"2. Increase engagement during key phases in the customer journey","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly enables account managers to deliver an unmatched experience throughout the customer journey. Maintaining good relationships with customers doesn’t just inform them of new features and usage ideas in the short term; it also provides long-term benefits of increased satisfaction, reduced churn, and revenue growth. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Once your customers have been onboarded, connect with them through follow-up emails. Use the ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/18890445768087-Browser-Extensions"},"content":[{"nodeType":"text","value":"Calendly for Chrome extension","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to instantly embed ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/find-a-meeting-time"},"content":[{"nodeType":"text","value":"meeting time","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":"s into your emails so customers can easily schedule an appointment. ","marks":[],"data":{}},{"nodeType":"text","value":"‌","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":"If it’s necessary, use the extension to open up more available times by ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14074838011543-One-off-meetings"},"content":[{"nodeType":"text","value":"sharing one-off meetings","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" for priority customers who have questions. ","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Customer success blog - One-off meeting selection screen","title":"One-off meeting selection screen","image":{"title":"Chrome one-off screencap","description":"Example of creating a one-off or ad-hoc meeting with the Chrome extension","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/q1TWWdM1JEAawqTWBhrkgasset/60687899f01d43a48772ace729214f49/one-off_Chrome.png","details":{"size":184315,"image":{"width":734,"height":570}},"fileName":"one-off Chrome.png","contentType":"image/png"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-05T17:48:02.180Z","id":"q1TWWdM1JEAawqTWBhrkgasset"},"description":"Create a one-off meeting quickly with the Calendly for Chrome browser extension.","hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2022-10-05T17:53:16.493Z","id":"IoSAGB891niY6cJJOEQ6Dentry"}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"To keep your customers updated on the features you offer, host training sessions or ongoing education with our ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14073282345111-Group-event-types"},"content":[{"nodeType":"text","value":"group event","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" feature. Being proactive with training is a great way to get ahead of any possible issues that appear at different stages of the customer journey. If your product must be installed and running before they can fully understand the most beneficial features, host a high-level session dedicated to the installation process. You can then circle back to training on specific features a little later. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"‌","marks":[{"type":"bold"}],"data":{}},{"nodeType":"text","value":"Perhaps you’ve found that customers who opt for your basic offering are ready to level up after using it for a few weeks. Try following up with an informational event outlining the benefits of your premium product. When paired with a promotion and/or discount, you can boost your conversion rates. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"People typically ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://www.technologynetworks.com/neuroscience/news/taking-breaks-while-learning-helps-the-brain-remember-more-351486"},"content":[{"nodeType":"text","value":"retain more information","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" when it’s broken up into smaller chunks and delivered over a period of time. Don't overwhelm your customers by trying to show them everything at once. Instead, create different Event Types for specific features. They can choose the training they need, while your team doesn’t spend extra time covering unnecessary topics.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Once your customers are fairly self-sufficient, you should still provide them with an easy way to touch base and ask questions when needed.  ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/embed-scheduling-website"},"content":[{"nodeType":"text","value":"Embedding a custom scheduling page on your site ","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":"is a simple way to give them access. They will be happier when they don’t have to search through old emails to find your contact information.","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Customer Success pro tips blog - embedded scheduling page","title":"ACME Sales embedded scheduling page","image":{"title":"ACME Sales embedded booking page","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/132C53M3Y6Tq7UTZvYBrNbasset/97a3d7a36003d20ade7e7935b9715881/ACME_sales_ebmedded__booking_page_example_RESIZED.png","details":{"size":117099,"image":{"width":850,"height":532}},"fileName":"ACME sales ebmedded  booking page example RESIZED.png","contentType":"image/png"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-05T17:48:37.287Z","id":"132C53M3Y6Tq7UTZvYBrNbasset"},"description":"Embed a custom scheduling page on your site to help customers connect with teams.","hideOnMobile":false,"__typename":"componentImage","node_locale":"en-US","createdAt":"2022-10-05T17:53:21.372Z","id":"42VTXKGzmjUHPbmIcMf8Wpentry"}},"content":[]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"3. Use team scheduling to answer complex questions","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Sometimes customers have complex questions that can only be answered with input from multiple team members. For example, you may need to involve someone from accounts payable to answer a billing question, while a technical idea might require a discussion with an engineer. When you need more than one team member in a meeting, don't waste time going back and forth trying to figure out when everyone is available. Use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/team-scheduling-options"},"content":[{"nodeType":"text","value":"team scheduling","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to streamline their booking experience.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"With Calendly, you have the option to pool open times across different teams. For example, if a member of an engineering team was needed for a technical question, or you needed an additional support specialist or account manager for larger, high-value customers, use a ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14076607245335-How-to-set-up-a-Collective-Shared-Event"},"content":[{"nodeType":"text","value":"collective Event Type","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to align the times everyone is available. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"When customers need help with common concerns that any team member is qualified to handle, use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/help/hc/en-us/articles/14076667333783-How-to-set-up-a-Round-Robin-shared-event"},"content":[{"nodeType":"text","value":"round robin Event Types","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" and let Calendly distribute these calls automatically to team members. Alternatively, if they're already working with a specific team member, Calendly lets you easily schedule specific people for one-on-one meetings when they are available. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"To learn more about how teams use Calendly, ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/resources/webinars/use-calendly-grow-revenue"},"content":[{"nodeType":"text","value":"check out this webinar","marks":[{"type":"underline"}],"data":{}},{"nodeType":"text","value":".","marks":[],"data":{}}]},{"nodeType":"text","value":"","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"[Blog] Switchback: How Teams use Calendly to Grow Revenue webinar","backgroundColor":"Base White","background":"Shape Stack - Dark Right","backgroundImage":{"title":"Callout: Switchback - Background (New)","description":"","file":{"url":"//images.ctfassets.net/k0lk9kiuza3o/66UNF0EsMVDsVM4m1gn9si/c26e33c6e99ab3b6964bdab172ac742e/Calendly-Callout-Switchback-Bg-Desktop.png","details":{"size":3410,"image":{"width":1540,"height":554}},"fileName":"Calendly-Callout-Switchback-Bg-Desktop.png","contentType":"image/png"},"__typename":"$undefined","node_locale":"en-US","createdAt":"2022-10-21T23:41:04.674Z","id":"66UNF0EsMVDsVM4m1gn9si"},"calloutBackground":"Switchback","topPaddingDesktop":72,"bottomPaddingDesktop":72,"topPaddingTablet":48,"bottomPaddingTablet":48,"topPaddingMobile":48,"bottomPaddingMobile":48,"__typename":"layoutSection","node_locale":"en-US","createdAt":"2022-11-11T20:22:09.836Z","id":"3TYoHo73huN6fciob344oa"}},"content":[]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"4. Integrate with your CRM to keep account managers focused","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Neither your customers or your teams want to spend valuable meeting time going over information from previous interactions.  Eliminate unnecessary data entry by having all customer details created or updated automatically in your CRM platform as soon as an appointment is scheduled. Your customer relationship managers and account managers can then see the information in the scheduled appointment instead of looking it up manually or collecting it from customers. Your teams are then free to better focus on providing value to customers.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly provides native integrations with popular CRM tools including ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/salesforce"},"content":[{"nodeType":"text","value":"Salesforce","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/hubspot"},"content":[{"nodeType":"text","value":"HubSpot","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", and ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/honeybook/"},"content":[{"nodeType":"text","value":"Honeybook","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":". You can also leverage ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration/zapier"},"content":[{"nodeType":"text","value":"Zapier","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" or use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/api-dev-portal"},"content":[{"nodeType":"text","value":"Calendly's API","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to connect with many other CRM platforms such as ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/zendesk"},"content":[{"nodeType":"text","value":"Zendesk","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/zoho-crm"},"content":[{"nodeType":"text","value":"Zoho CRM","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://zapier.com/apps/calendly/integrations/pipedrive"},"content":[{"nodeType":"text","value":"Pipedrive","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", and ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/integration#sales-crms"},"content":[{"nodeType":"text","value":"more","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":".","marks":[],"data":{}}]},{"nodeType":"heading-3","data":{},"content":[{"nodeType":"text","value":"5.  Automate your customer success outreach","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Use ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/features/workflows"},"content":[{"nodeType":"text","value":"Workflows","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":" to automate personalized email or SMS reminders before customer sessions to prevent no-shows. This process automation eliminates the need for your team to spend time manually sending out pre-session reminders, giving your team more time to prepare for the upcoming meeting. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Calendly’s Workflows also help your team work more effectively as well as efficiently. Because you can ","marks":[],"data":{}},{"nodeType":"hyperlink","data":{"uri":"https://calendly.com/blog/scheduling-redirect-custom-questions/"},"content":[{"nodeType":"text","value":"add customized questions to your reminders","marks":[{"type":"underline"}],"data":{}}]},{"nodeType":"text","value":", use them to collect information from a customer about their needs, feedback, and any other details not already in your CRM. The pre-session questionnaire gives your team a better understanding of the customer’s priorities and structure  the meeting agenda accordingly — and gives you time to prepare ideas and solutions beforehand.","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Because needs vary so much, it’s a good idea to create multiple Workflows to align with many different customer journeys. You can customize the number and types of reminders depending on the meeting’s urgency. You also have the option of automating follow-up notices after the session to automatically share helpful information (such as links to online tutorials) to reinforce what you discussed and provide your customers with additional resources. You can even create Workflows that include future check-in meetings for complex issues that may require further support. ","marks":[],"data":{}}]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"What’s more, Calendly will notify you if you're setting up a Workflow that will result in a duplicate email. The automated review lets you avoid overlapping notifications that could be annoying.","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Betsy Soler Tagboard tweet - Calendly booking page","twoColumns":false,"whiteText":false,"backgroundColor":"Base White","htmlMarkdown":"<blockquote class=\"twitter-tweet\"><p lang=\"en\" dir=\"ltr\">Refreshed my <a href=\"https://twitter.com/Calendly?ref_src=twsrc%5Etfw\">@Calendly</a> page to give my <a href=\"https://twitter.com/tagboard?ref_src=twsrc%5Etfw\">@tagboard</a> customers more context to our meetings (and add a little personality). 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Prevent burnout","marks":[],"data":{}}]},{"nodeType":"embedded-entry-block","data":{"target":{"internalName":"Dr. Whitney Pirtle tweet - buffer","twoColumns":false,"whiteText":false,"backgroundColor":"Base White","htmlMarkdown":"<blockquote class=\"twitter-tweet\"><p lang=\"en\" dir=\"ltr\">📣1-1 meetings do not need to be an hour. <br><br>I restrict my calendly appts to 20 mins (w/10 buffer) and it is working really well.</p>&mdash; Dr. Whitney Pirtle (@thePhDandMe) <a href=\"https://twitter.com/thePhDandMe/status/1315502902564143104?ref_src=twsrc%5Etfw\">October 12, 2020</a></blockquote> <script async src=\"https://platform.twitter.com/widgets.js\" charset=\"utf-8\"></script>","shadowBox":false,"roundBorders":false,"__typename":"componentHtmlEmbed","node_locale":"en-US","createdAt":"2022-10-05T17:55:57.474Z","id":"27OD0VgWBF9PLZxRmbAMT7entry"}},"content":[]},{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"Your customer experience team is one of the most important departments in your business. 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