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June 8, 2021

Setting up a Calendly diary for Estate Agents – Part 5 of 5

byThe Agent Response Team The Agent Response Team


Calendly diaries are easy to set up and can save you so much time when booking appointments. You can set up your diary the back end to fit your availability, and anyone with your link can book an appointment, similar to how you’d book a table at a restaurant through their website.




Event types can be created so that the invitee can select what is appropriate. For this example, Tom has created one event, Property Marketing Pack, which is for 3 hours and includes both property photography and videography, as this is the only bundle we offer. However, if you did offer separate service bundles, which may alter in timescales to complete, they can be added as separate events in this section.















The invitee can then see when the photographer is available, which Tom has set up according to his personal diary. You can include travel times, and times between appointments, so you will never be double booked. Below is what the calendly diary looks like from the client side. As you can see, the days in blue circles are dates the photographer has available for appointments. Anything greyed out is either fully booked, or blocked out by the photographer.











You can also create workflows on Calendly, including email reminders, text confirmations, and thank you messages to automatically send to the invitee at specific times in their journey. The below workflows have been set up by our photographer to ensure all appointments are confirmed, and the vendor is being contacted, albeit automatically, throughout the booking process. 
















That completes the automated booking system we have created for our photographers. Even though it may seem like a long process, zaps are done instantly between the apps, and very little manpower is required throughout. 






The photographers can carry on with their priority tasks without having to block out time for admin, as appointments are booked for them. All they need to do is turn up to the correct address at the correct time which is stated in their diary.




This process has had great feedback from both of our media producers and our vendors; however, we are always looking for improvements. If you have any great ideas on improving this process, we would love to hear them.







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