How we’ve simplified scheduling (follow-up) meetings using one single tile

By using the right tools, like for instance Calendly, you can make scheduling meetings a lot easier. But what if there’s a way to make using and reaching these tools even easier? In this blog, we explain how we simplify scheduling meetings by integrating Calendly into the digital workspace.

Prefer video? Our colleague Jeannette will tell you more in this video.

Why we use Calendly to schedule our meetings

When work requires people to schedule a meeting with someone, they often do this in person or via email or phone, so they can discuss the options and agree on a date and time that works for everyone involved. However, if your work requires you to schedule multiple meetings a day, this will prove not to be the most efficient way.

There are many tools available to help you schedule your (online) meetings. We ourselves use the tool Calendly, which allows people to use a link to reach your calendar and pick an available date and time(slot). This is a huge timesaver, since you don’t have to keep going back-and-forth to make the appointment.

Integrate your tools for easier scheduling

While sending someone a link is a great way to make a first appointment, it’s not perfect for scheduling follow-up meetings. In our case, our team gives many online demos. If they would use a link for a follow-up appointment, they would have to end the online demo, send a new link and wait for the other person to schedule a new appointment.

There’s an easier way.

With the web content tile in Workspace 365, we have integrated our scheduling tool Calendly into the digital workspace. Since during the online demo you’re in the digital workspace already, we have given people an easy way to schedule an additional meeting while the current one hasn’t even ended yet. From the tile you can simply select the type of meeting, a date and a time-slot, enter an email address and voilà, meeting scheduled. All straight from the workspace.

How to: integrate Calendly in Workspace 365

You can create a tile like this in just a few easy steps:

 

Step 1: Login to your Calendly account and go to “Event Types”

Step 2: Click the arrow next to your Calendly link and click “Embed”

You will get an embed code which you can copy. Note that in the embed code it states a minimum width and height. Change these numbers (including pixels, stated as “px”) to 100%.

Step 3: Go to the App Store, click “New app” and select “Web content”

Step 4: Fill out all the required fields, such as app name, and paste the embed code

You can even optionally choose to set Conditional Access on this app or to make users/user groups Owner.

Step 5: Save the tile and you’re done!

Now you can quickly and easily schedule meetings, straight from the web content tile in your digital workspace. That’s how you simplify scheduling meetings with one single tile.