{"id":1508,"date":"2023-04-11T23:43:16","date_gmt":"2023-04-12T06:43:16","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=1508"},"modified":"2023-12-04T09:45:19","modified_gmt":"2023-12-04T08:45:19","slug":"interactive-business-meeting-scheduling","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/interactive-business-meeting-scheduling\/","title":{"rendered":"Interactive Business Meeting Scheduling"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/p.pfx.so\/pf\/1r\/4dBtpb.jpg\" alt=\"\t\nInteractive Meeting Scheduling\" title=\"Interactive Meeting Scheduling | Planfix\"\/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>How much time do you spend&nbsp;planning&nbsp;your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you spend on that? Often, this is what eats up your workday. That&#8217;s why the Planfix lab is constantly tinkering with integration of&nbsp;meeting planning&nbsp;into our system to save you as much work time as possible.<\/p>\n\n\n\n<p>Planfix + Google Calendar + Calendly is here to help.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">How to Set Up Planning Meetings in Planfix<\/h2>\n\n\n\n<p>Google Calendar works as an intermediary, as there has yet to be a direct integration between Planfix and Calendly. Therefore, your client will see your schedule and the available slots and independently select a date and time that suits them. This information is displayed in Planfix, and the time slot is blocked for booking in Calendly. In this way, meetings are scheduled without your participation.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Synchronization Planfix with Google Calendar<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Start by setting up calendar&nbsp;<a href=\"https:\/\/planfix.com\/integrations\/cloud-office\/\" target=\"_blank\" rel=\"noreferrer noopener\">integration in Planfix with Google Calendar<\/a>, as described in the instructions.<\/li>\n\n\n\n<li>Now move on to <a href=\"https:\/\/calendly.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Calendly<\/a>:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a booking form:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/n3\/XrlT2P.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/n3\/XrlT2P.png\" alt=\"Creating an Event Type in Calendly\" title=\"Creating an Event Type in Calendly | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the type of event. For example, a face-to-face meeting:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/zD\/bJ3jOd.png\"><img decoding=\"async\" src=\"https:\/\/s.pfx.so\/pf\/zD\/bJ3jOd.png\" alt=\"\t\nSelecting the Type of Event in Calendly \" title=\"Selecting the Type of Event in Calendly | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fill in the form with data:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/wm\/AV5sTg.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/wm\/AV5sTg.png\" alt=\"Filling the Form With Data in Calendly\" title=\"Filling the Form With Data in Calendly | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the number of days in the calendar to be visible to the client for booking and set the duration of the meeting:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/9U\/TAryct.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/9U\/TAryct.png\" alt=\"Choose Date Range and Duration in Calendly\" title=\"Choose Date Range and Duration in Calendly | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, set your work schedule, time zone, and the days and hours when the client can book a meeting with you:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/kU\/e6RrAC.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/kU\/e6RrAC.png\" alt=\"Choose the Available Time for the Event\" title=\"Choose the Available Time for the Event | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then set the fields that the client will have to fill in. This data will be sent to Google Calendar and Planfix:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/lS\/NcVBlu.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/lS\/NcVBlu.png\" alt=\"Set up the Fields to Be Filled In by the Client\" title=\"Set up the Fields to Be Filled In by the Client | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose how you want to inform the client about the appointment, such as confirmation by email:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/BX\/5tyzmR.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/BX\/5tyzmR.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Save your settings.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Integrating Calendly With Google Calendar<\/h3>\n\n\n\n<p>To link Calendly with Google Calendar, go to the &#8220;Integrations&#8221; section in Calendly and select Google Calendar from the list:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/5x\/pkqiiE.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/5x\/pkqiiE.png\" alt=\"How to Integrate Calendly With Google Calendar\" title=\"How to Integrate Calendly With Google Calendar | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Check that you have selected the correct Google account and calendar in Planfix:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/2D\/LXEFwB.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/2D\/LXEFwB.png\" alt=\"Choosing a Google Account and Calendar in Planfix\" title=\"Choosing a Google Account and Calendar | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now everything is ready to go.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">How Does It Work: Usage Example<\/h2>\n\n\n\n<p>Imagine a psychologist, Alice, who does online counseling. Clients would write to her to make an appointment. Each time, it took her about 5 minutes per client to make a suitable appointment. Now it only takes her a few seconds to send a link. Let\u2019s take a look at how Alice has set up her workflow.<\/p>\n\n\n\n<p>1. First, she copied the link to the form from Calendly&nbsp;\uff0d&nbsp;time scheduling platform:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/gS\/sgJXFZ.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/gS\/sgJXFZ.png\" alt=\"Copying the Form Link From Calendly\" title=\"Copying the Form Link From Calendly | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>2. Then she created a button in Planfix to send a comment with a link to the customer with one click:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/oi\/xLLjcq.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/oi\/xLLjcq.png\" alt=\"Button Setting in Planfix\" title=\"Button Setting | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>3. Then she clicks the button, and a message is sent to the customer:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/Mh\/qQqkBI.gif\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Mh\/qQqkBI.gif\" alt=\"Sending a Message by Button in Planfix\" title=\"Sending a Message by Button | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When the client follows the link, he sees the psychologist\u2019s available time and books an appointment that suits him, for example, March 15 at 2:30 pm:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/Y6\/P7SxoG.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/s3\/Nedl4e.png\" alt=\"Reservation of Time by the Client\" title=\"Reservation of Time by the Client | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>They enter their data and save the form:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/I2\/gQoOPr.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/I2\/gQoOPr.png\" alt=\"Filling in the Data by the Client\" title=\"Filling in the Data by the Client | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>After saving, a window opens with a booking confirmation.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Finishing the Calendar Integrations<\/h3>\n\n\n\n<p>1. The saved data from Calendly goes into Google Calendar. Note that the psychologist\u2019s time zone is different from the client\u2019s time zone:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/Vg\/mqR0pr.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Vg\/mqR0pr.png\" alt=\"Saved Data in Google Calendar\" title=\"Saved Data in Google Calendar | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This means the psychologist\u2019s task is scheduled an hour earlier due to the difference in time zones, and Calendly allows you to consider this.<\/p>\n\n\n\n<p>2. The client\u2019s data will automatically appear as a task in\u00a0<a href=\"https:\/\/planfix.com\/features\/planner\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Planfix planner<\/a>\u00a0as well:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/LY\/DoOFJE.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/LY\/DoOFJE.png\" alt=\"Google Calendar Data in Planfix\" title=\"Google Calendar Data in Dashboard | Planfix \"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/WO\/Yol7gB.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/WO\/Yol7gB.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>So, the psychologist doesn&#8217;t have to spend time discussing the appointment with the client, and the client books a suitable appointment with just a few clicks in the&nbsp;<a href=\"https:\/\/planfix.com\/features\/hourly-schedule\/\" target=\"_blank\" rel=\"noreferrer noopener\">hourly schedule<\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Additional Features of Planfix Meeting Scheduling<\/h2>\n\n\n\n<p>You can also book time for personal matters in Planfix calendar or Google Calendar (if it&#8217;s more convenient for you to work in it). For example, suppose you have an appointment with the dentist. You need to schedule a time for this appointment. Mark this time in the&nbsp;calendar so that your clients can&#8217;t book it:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/1M\/IqWnbD.gif\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/1M\/IqWnbD.gif\" alt=\"Booking Time for Personal Affairs in Google Calendar\" title=\"Booking Time for Personal Affairs in Google Calendar | Planfix\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">R\u00e9sum\u00e9<\/h2>\n\n\n\n<p>For effective\u00a0time management and\u00a0work planning, you should plan and automate your business processes. For example, setting up the integration of three services takes less than 20 minutes but will free up several hours per week in the future, as meetings can then be scheduled without your participation. We&#8217;ve only talked about a few time management tools and\u00a0ways to improve time management. Stay tuned to our blog, and we&#8217;ll share other helpful case studies.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How much time do you spend&nbsp;planning&nbsp;your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you&#8230;<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[214,212,238,216,220],"class_list":["post-1508","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-calendly","tag-google-calendar","tag-integrations","tag-meeting","tag-synchronization"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=1508"}],"version-history":[{"count":54,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1508\/revisions"}],"predecessor-version":[{"id":3102,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/1508\/revisions\/3102"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=1508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=1508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=1508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}