Calendly Features
Platform (68)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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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
Platform Basics (2)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (5)
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Automation
Automates some or all operation related tasks.
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Reminders
Reminders are automatically sent to all parties before an interview.
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Email Template
Provides users with a pre-built library of useable email templates.
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Booking
Organizers can specify meeting room locations.
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Rescheduling
Provides interviewer, time, and location alternatives on short notice.
Platform Performance (1)
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Reporting
Provides pre-built or customizable performance reports.
Matching (2)
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Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
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Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Routing (4)
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Match and Route
Automatically routes matched leads directly to account owners.
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Multi-Objects
Allows users to build custom routing rules.
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Territories
Allows users to assign leads to selected territories and regions.
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Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (7)
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Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
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Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
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Capping
Limits the number of leads to assign to sales reps.
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Analytics
Provides analytics for tracking and monitoring routing.
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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.
Calendar View (2)
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Multi-Calendar View
Ability to view multiple calendars at once from within a single window
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Customizable Viewing
Provides customizable viewing options (e.g., day, week, month, year)
Shared Calendar (12)
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Calendar Collaboration
Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)
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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
Accessibility (1)
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Screen Reader Compatibility
Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings
Integration (5)
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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)
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Import Events
Ability to import events from an existing account or another calendar
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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
Notifications (10)
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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)
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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
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Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
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Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
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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
Settings (3)
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Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
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Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
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Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
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Branding
Personalize booking page with custom logos and colors to match branding
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Links
Personalize a booking link to share with customers
Integrations (11)
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Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
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Website Integration
Provides the ability to be embedded into websites
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Payment Acceptance
Integrates with payment processing software to accept payment from customers
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Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
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Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
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MS Teams Integration
This software integrates with Microsoft Teams.
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Email Integration
This software integrates with popular email providers.
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Zoom Integration
This software integrates with Zoom.
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Google Meet Integration
This software integrates with Google Meet.
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Salesforce Integration
This software integrates with Salesforce.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Branding & Customizatio (5)
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Custom Booking Page
Provide the ability to create a custom booking page.
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Personalized Links
Provide the ability to create custom scheduling URLs.
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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
Automatic Rules & Configurations (4)
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Set Working Hours
Allow users to set automatic working hours.
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Automatic Updates
Automatically update calendars after a meeting has been booked.
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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
Generative AI (10)
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
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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.
Meeting Prep - AI Meeting Assistants (3)
Agenda Management
Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met.
Virtual Meeting Hosting
Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording.
Automated Scheduling
Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders.
Meeting Automation - AI Meeting Assistants (3)
Automated Note-Taking
Automatically transcribes and summarizes meeting discussions.
Voice Recognition
Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.
Action Item Tracking
Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.
Meeting Insights - AI Meeting Assistants (3)
Sentiment Analysis
Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.
Personalization
Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.
Smart Summaries
Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting
Accessibility - AI Meeting Assistants (3)
Language Translation
Offers real-time language translation, allowing participants who speak different languages to communicate effectively.
Real-Time Transcription
Provides real-time transcription of spoken words. This may also include closed-captioning.
Accessibility Guidelines Compliance
Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities.
Agentic AI - Calendar (2)
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Cross-system Integration
Works across multiple software systems or databases
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Online Appointment Scheduling (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Business Scheduling (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - AI Meeting Assistants (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Meeting Capture & Retention - AI Meeting Assistants (3)
Bot Presence
Requires an automated bot to join meetings as a participant to capture meeting content.
Meeting Moments Management
Enables users to search, edit, and highlight key moments within recorded content for easier reference.
Audio or Video Recording
Captures and stores in-meeting audio and video for post-meeting review and sharing.
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
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agenda Management (1)
Agenda Management
Access event or meeting agenda online
Speech Recognition (1)
Speech Recognition
Train your system to interpret and transcribe voice messages
Scheduling (1)
Scheduling
Plan availability and assign specific time slots for tasks and resources
Video Conferencing (1)
Video Conferencing
Connect with meeting participants remotely over video
Decision Support (1)
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Accessibility Compliance (WCAG) (1)
Accessibility Compliance (WCAG)
WCAG accessibility compliance
Real-Time Language Translation (1)
Real-Time Language Translation
Offers real-time language translation for multilingual participants
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Meeting Notes (1)
Meeting Notes
Create and share notes/annotations taken during meetings
Action Management (1)
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Call Transcription (1)
Call Transcription
Voice conversion to text
Recording (1)
Recording
Record live video calls to play later
Transcript Search & Annotation (1)
Transcript Search & Annotation
Allow users to search, edit, and highlight meeting moments
Action Item Tracking (1)
Action Item Tracking
Track the status of discussed/agreed tasks
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