[ Calendl... Reviews ](https://www.g2.com/products/calendly/reviews) [ Calendl... Reviews ](https://www.g2.com/products/calendly/reviews) # Calendly Features ##### ## Platform (68) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Platform Basics (2) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Platform Content (5) Automation Automates some or all operation related tasks. Reminders Reminders are automatically sent to all parties before an interview. Email Template Provides users with a pre-built library of useable email templates. Booking Organizers can specify meeting room locations. Rescheduling Provides interviewer, time, and location alternatives on short notice. Show More ##### ## Platform Performance (1) Reporting Provides pre-built or customizable performance reports. Show More ##### ## Matching (2) Priority Matching Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. Account Tiebreakers Provides tiebreaking features when leads match to multiple accounts. Show More ##### ## Routing (4) Match and Route Automatically routes matched leads directly to account owners. Multi-Objects Allows users to build custom routing rules. Territories Allows users to assign leads to selected territories and regions. Working Hours Allows users to configure schedules so leads are routed only during working hours. Show More ##### ## Platform Operations (7) Service level Agreements Allows users to configure service level agreements so leads get matched and routed as fast as possible. Audit Logs Provides features to audit any leads that were misrouted to incorrect accounts. Capping Limits the number of leads to assign to sales reps. Analytics Provides analytics for tracking and monitoring routing. Integrations Provides integrations for CRMs and marketing automation platforms. Alerts & Notifications Sends an alert to salespeople when a lead is routed to them. AI Lead Matching & Routing Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads. Show More ##### ## Calendar View (2) Multi-Calendar View Ability to view multiple calendars at once from within a single window Customizable Viewing Provides customizable viewing options (e.g., day, week, month, year) Show More ##### ## Shared Calendar (12) Calendar Collaboration Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.) Multiple Calendar Management Ability to manage multiple calendars at a time Event Calendar A list of events with their respective dates Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Event Management Schedule and manage the logistics of activities and other gatherings Email Management Manage, store and organize emails within the system or via third-party apps Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Attendance Management Manage attendance for classes, shifts, meetings, or events Booking Management Create, update, and manage bookings, itineraries, and reservations Timesheet Management Track the amount of time spent on a job or task Task Management Create, manage and track all task activities and progression Employee Management Track employee schedules, availability, and performance across projects and tasks Show More ##### ## Accessibility (1) Screen Reader Compatibility Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings Show More ##### ## Integration (5) Sync Multiple Calendars The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar) Import Events Ability to import events from an existing account or another calendar Software Integrations Integrates an existing calendar with another software application, such as Microsoft Teams or Slack Third-Party Integrations Set up connections to third-party platforms to improve business processes Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Notifications (10) Customized Calendar Notifications Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email) Location-Based Alerts Offers location-based alerts to assist with commuting to and from one location to another Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Alerts Notifications via mobile devices Confirmations & Reminders Ability to send confirmation and reminder emails & texts Appointment Follow-Up Ability to send automated follow-up emails/texts upon conclusion of appointment Scheduling Notifications Receive a notification whenever a customer schedules an appointment Recurring Appointments Schedule repeating appointments based on a duration of time Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Group Scheduling Automatically find mutually available meeting time slots across multiple calendars Show More ##### ## Settings (3) Time Zone Detection Automatically detects the time zone of both parties to avoid booking mistakes Availability Settings Ability to set preferred availability to ensure appointments are only booked during approved times Blocked Time Settings Ability to block off additional time between appointments for travel or preparation Show More ##### ## Personalization (2) Branding Personalize booking page with custom logos and colors to match branding Links Personalize a booking link to share with customers Show More ##### ## Integrations (11) Multi- Calendar Integration Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. Website Integration Provides the ability to be embedded into websites Payment Acceptance Integrates with payment processing software to accept payment from customers Video Conferencing Integrates with video conferencing tools to allow for virtual appointments Communication Integrates with SMS providers or instant messaging platforms to communicate directly with customers MS Teams Integration This software integrates with Microsoft Teams. Email Integration This software integrates with popular email providers. Zoom Integration This software integrates with Zoom. Google Meet Integration This software integrates with Google Meet. Salesforce Integration This software integrates with Salesforce. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Branding & Customizatio (5) Custom Booking Page Provide the ability to create a custom booking page. Personalized Links Provide the ability to create custom scheduling URLs. Personalized Web Embed Provide the ability to create a personalized web embed. Online Booking Book meetings and appointments through a website or digital platform Room Booking Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held Show More ##### ## Automatic Rules & Configurations (4) Set Working Hours Allow users to set automatic working hours. Automatic Updates Automatically update calendars after a meeting has been booked. Buffer Times Provide the ability to incorporate buffer times, leaving time before and after meetings. Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Generative AI (10) AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Calendar (2) Cross-system Integration Works across multiple software systems or databases Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Online Appointment Scheduling (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Business Scheduling (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Additional Functionality (92) Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Forms Customize contracts and forms to collect specific information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Wait List Management Record, update and manage waiting lists Mobile Access Access software remotely via mobile devices Client Portal Private online space that lets businesses securely share documents and provide information access to clients Data Import/Export Import and export data to and from software applications Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Email Marketing Create and send email blasts/campaigns Client Management Manage contact details and communication with clients Employee Management Track employee schedules, availability, and performance across projects and tasks Client Database Electronic storage of stakeholder contact information Online Booking Book meetings and appointments through a website or digital platform Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns SMS Messaging Send messages via SMS Credit Card Processing Accept and process credit card transactions API Application programming interface that allows for integration with other systems/databases Multi-Location Manage and support multiple locations Email Management Manage, store and organize emails within the system or via third-party apps Customer History Access previous interactions or concerns to maintain customer relationships Calendar Management Track and manage schedules and meetings via an integrated calendar AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Address Book Stored list of contacts and groups Class Scheduling Schedule in-person or online classes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Email Reminders Reminders sent via email Scheduling Plan availability and assign specific time slots for tasks and resources Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems SMS Messaging Send messages via SMS Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Task Scheduling Track and manage the scheduling of tasks Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Reminders Timed notification for any upcoming task, deadline, appointment, or activity Attendance Tracking Track the attendance of specific individuals or groups Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Room Booking Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held Real-Time Data Receive data and information in real time Electronic Payments Electronically collect payments for goods or services Customizable Forms Customize contracts and forms to collect specific information Calendar Sync Synchronize with other calendars to view mutual availability and schedules API Application programming interface that allows for integration with other systems/databases Customizable Fields Customize data fields to support various needs and use cases Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Event Scheduling Plan an event's time and location Real-Time Updates Receive system updates as soon as any changes are made Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Scheduling Track and manage the scheduling of tasks Customizable Branding Add customized logos and colors to align with company branding Customizable Fields Customize data fields to support various needs and use cases Reminders Timed notification for any upcoming task, deadline, appointment, or activity Shift Swapping Managing and trading shift details between employees Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Mobile Access Access software remotely via mobile devices Real-time Scheduling Based on availability, instantly confirm or deny a request when a new booking is made Multi-Location Manage and support multiple locations Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Access Controls/Permissions Define levels of authorization for access to specific files or systems Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Activity Tracking Track and document all activities across devices, networks, and other systems Timesheet Management Track the amount of time spent on a job or task Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients API Application programming interface that allows for integration with other systems/databases Absence Management Manage and track employee attendance Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Generative AI Use AI to generate content in the form of text, images, videos, etc. Calendar Management Track and manage schedules and meetings via an integrated calendar Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Class Scheduling Schedule in-person or online classes Employee Scheduling Assign working shifts or tasks to employees based on their availability Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Booking Management Create, update, and manage bookings, itineraries, and reservations User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Employee Management Track employee schedules, availability, and performance across projects and tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Group Scheduling Automatically find mutually available meeting time slots across multiple calendars Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Appointment Scheduling Schedule appointments via a calendar Time Zone Tracking Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Sync Synchronize with other calendars to view mutual availability and schedules Show More ## 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