Pro tips for account management + customer success


We take the work out of connecting so you can accomplish more. Using these proven pro tips will allow you to focus on the most relevant Calendly features so you can get time back for what matters: creating an optimal customer experience.

Calendly helps keep customer satisfaction high and churn low by making it easier to connect with customers during key phases of their journey, whether through onboarding sessions, status calls, upgrade discussions or renewal check-ins. Easily allow customers to schedule time with one member of your team or multiple in just a couple clicks.

Offer customer service that delights and retains

  1. Put your customers on the path to success. Onboard customers more efficiently by allowing them to easily sign up for a one-on-one session or encouraging multiple customers to sign up for a group session. Share resources, like links to help articles, with customers ahead of onboarding from the confirmation page so you can make the most of your time with them.

  2. Connect with customers during key phases in their journey. Calendly enables account managers to deliver an unmatched customer experience, leading to increased customer satisfaction and reduced churn. You have endless options—open up more availability for priority customers, host trainings or ongoing education with our group event feature, offer access to a custom scheduling page embedded on your site or landing page and more!

  3. Deliver quality support to more customers as a team. Leverage team scheduling to fit within your workflow—helping to manage accounts, upsell and give customers the support they deserve. With Calendly, you can pool availability, assign a support specialist or account manager or use a one-on-one link to connect with customers.
  4. Integrate with your CRM to free up account managers. Eliminate unnecessary data entry by having all customer details automatically created or updated in Salesforce as meetings are scheduled. You can also leverage Zapier to connect with many other CRM platforms.

Join the discussion with other users in your industry on our Community!

Was this article helpful?
121 out of 155 found this helpful