Calendly Account Tour for Executive Assistants (Tips for EA Scheduling)
📅 Subscribe for more Calendly tutorials & tips: https://www.youtube.com/c/calendly?su...
Are you an executive assistant looking to make the most out of Calendly? In this video, Alicia Fairclough, Founder of EA How To, walks you through her personal Calendly setup for executive assistants. She shows you how to use her favorite features that make it easy to schedule meetings for EAs and their executives.
Ready to give it a try? Sign up for free at https://calendly.com/
Alicia walks through her favorite Calendly features and tips for executive scheduling, including:
Easily scheduling meetings across time zones, without the confusion.
Booking one-off meetings in Calendly for easy and flexible scheduling.
Setting minimum notice periods to restrict how far in advance people can book with you. No surprising last-minute meetings!
Using buffer times and meeting limits to control how often people can book with you or your executive.
Creating Event Types, which serve as templates that make it easy to book all types of meetings (1:1, groups, custom availability, and more).
Scheduling group events with multiple people.
Using custom questions to collect pre-meeting details from people who are booking with you or your executive.
Collecting payments at the time of booking for things like paid consultations.
Setting up email notifications and reminders with Workflows, so no one forgets the meeting.
Seeing all meeting details directly in your calendar app.
Automatically creating meetings within video conferencing apps like Zoom, Microsoft Teams, or Google Meet.
Looking for something specific? Jump to a timestamp below:
0:00 Start
0:19 Scheduling across time zones
1:10 Scheduling one-off meetings
3:06 Setting minimum notice periods
4:25 Creating Event Types
6:31 Scheduling group events
7:07 Adding custom questions
7:18 Collecting payments with integrations
7:44 Adding notifications & reminders
7:55 Viewing meeting details in your Calendar
8:30 Integrating with video conferencing
Calendly is one of the most powerful tools for administrators and executive assistants. Ready to see for yourself? Sign up for free at https://calendly.com/
#calendly
#executiveassistant
#schedulingsoftware