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Calendly

by Calendly

Streamline HVAC scheduling effortlessly.

Media

This video provides a beginner's guide and demo for using the Calendly scheduling automation platform.

About This Product

A scheduling automation platform that allows users to leverage scheduling automation via browser extensions and mobile apps, and sync meeting information with other tools in their tech stack.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
7.0
Features
6.5
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

35 features confirmed across 11categories· Showing confirmed capabilities only

Platform & Customization8features

Role-Based Access ControlAdmin controlsCustom API AccessData deletion APICustom BrandingCustom branding on booking pageBrowser ExtensionsGoogle Chrome extensionCustom TemplatesCustomize your booking linkSingle Sign-OnSAML Single Sign-On (SSO)Departments And PermissionsSCIM Provisioning

Scheduling & Dispatch7features

SchedulingRound robin meeting distributionScheduling APIScheduling APIOnline BookingBook meetings on behalf of othersScheduling Link EmbeddingAssign Users to Scheduling Rules PoliciesDetailed availability settings with scheduling rules and buffersMeeting Polls and One-Off MeetingsMeeting polls and one-off meetingsAvailability PlanningEdit availability from mobile

AI & Automation6features

Meeting NotetakerNotetaker for meeting recaps and action itemsAI Agents for Engagement, Qualification, and ConversionLead qualification and routingAI Powered Prompts and RemindersAutomated meeting remindersAI Powered Security and Compliance ControlsAI MeetingsCustom event typesAI Support24/7 Chat support

Customer Communication3features

NotificationsSMS notificationsVideo ConferencingVideo conferencing syncCustomer SupportPhone support

CRM & Sales3features

CRMContacts relationship management toolsAuto Create Contacts Via ZapierZapier workflow automationAutomated Customer Touchpoints

Invoicing & Payments2features

Payment ProcessingPayments processingFlexible Payment GatewayPayment collection via Stripe or PayPal

Compliance & Safety2features

Audits And ComplianceAudit log complianceHIPAA ComplianceData deletion for compliance

Reporting & Analytics1feature

ReportingTeam scheduling analytics and insights

Mobile & Field Tools1feature

Digital FormsCreate forms and screen invitees based on responses

Technician Management1feature

Built-In Video Portal for Interviews and Scheduling

Equipment & Asset Management1feature

Automatic Time Zone and Date Management

Integrations 5 across 4 categories

Communication 2
Google Meet
Microsoft Teams
Marketing 1
Facebook
Productivity 1
Microsoft 365
Data & Automation 1
Microsoft Power Automate

Pricing

Model
Quote Only
Starting at
Contact for pricing