Calendly is a scheduling automation tool used across InvestorKit to streamline our client booking experience. It helps manage availability, automate meeting preparation and follow-ups, and ensure a consistent, professional booking process.
This article provides a general overview of Calendly as a platform.
Each division at InvestorKit will have its own specific usage guidelines and standards, including how and when to use Calendly with clients. Please refer to your division’s SOPs or speak with your Leader for division-specific workflows.
What We Use Calendly For
Function | Description |
Client Booking Links | Let clients schedule meetings directly with minimal effort |
Automated Follow-Ups | Automatically send confirmation emails, reminders, and follow-up messages |
Group Scheduling | Use team round-robin or collective links for shared responsibilities |
Integration with Calendar | Sync with Google to avoid double bookings and maintain accuracy |
Calendly supports efficient time management, a better client experience, and smooth internal coordination across the business.
Getting Started with Calendly
Calendly is accessible via:
- Web browser (recommended for full setup and configuration)
- Mobile app (iOS and Android)
To get started:
- Visit www.calendly.com
- Sign in with your work email
- Connect your calendar (Google or Outlook)
- Set your availability under "Availability Settings"
- Create and customise your event types
- Share your scheduling link with clients or team members
If your division has a pre-approved event type setup or link structure, ensure you follow those guidelines when configuring your account.
Training Resources
Whether you're a user or an admin on the Teams plan, the following resources will help you get the most out of Calendly:
Overview for Users
Overview for Admins
General Intro to Calendly
Advanced Features and Tips
Mobile Training for Calendly
Use the mobile app to manage your schedule and meetings on the go:
Best Practices
- Always follow your division’s specific setup and usage standards
- Keep your availability accurate and up to date
- Use consistent naming for event types (e.g. “30-Min Strategy Call”)
- Include buffers between meetings to manage workload
- Set reminders and follow-ups to improve meeting attendance and preparedness
- For team scheduling, use collective or round-robin links where applicable
Support
If you need help setting up your Calendly account or understanding how to align with your division's standards:
- Submit a Helpdesk ticket via helpdesk@investorkit.com.au
- Reach out to your Team Leader for further guidance