Calendly Product Update – July 2024

DATE: August 8, 2024

AUTHOR: Jeff Hardison Head of Product Marketing

Tip of the Day: Access Key Contacts Wherever You Are

Your meeting scheduling particulars – who you’re meeting, when, etc. – should be available wherever you are: in other software tools, your web browsers, and mobile devices. And, for me, I’m particular about my particulars – particularly while on the go! That’s why I’m excited our new Contacts feature is available in the Calendly mobile app.

Have you ever found yourself out and about, remembered you had a meeting, and wound up frantically searching through your email or calendar app for a bit of context? “Where does this person work again, and have we ever met?” Now, you can quickly access Calendly contacts on your iOS or Android devices to learn about when you last met with a person and where they work, as well as easily schedule another meeting.

Remember, you can also access the Contacts feature via our web app and extensions. It’s yet another way we’re helping you not only schedule, but also better prepare, engage, and follow-up on meetings.

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What’s New at Calendly? Watch the Webinar

Did you catch our product webinar New at Calendly: Q2 2024 Feature Update? Join us live every three months to learn about helpful features we've recently shipped.

Watch the recording to see demos of some of our most highly requested product improvements, such as updates to our browser extension, integrations, and Workflows feature for sending meeting reminders and follow-up messages.

Join the Webinar

Stay Compliant

If you’re in a highly regulated industry such as financial services, staying compliant with record-keeping regulations set forth by the SEC and FINRA is likely top-of-mind. To help you remain compliant while using Calendly’s email and SMS functionality, we launched Communications Archiving, a feature that logs all outgoing communications from your Calendly account and lets you export your log anytime you need it.

With this Enterprise Plan feature, you’ll be audit-ready and can avoid costly fines while sending your clients email reminders, SMS notifications, and more.

Screenshot of a threaded social media conversation between Albert Z and henrito. They are discussing how arranged meetings are poorly attended and how Calendly reminder workflows are used to make this better.

Check out these two new Workflows blog posts to learn more: Calendly Workflows: Automate communications before and after every meeting and How to reduce no-shows with Calendly meeting reminders.

If you're an administrator — or know one! — of a Calendly account, we've recently made it easier to standardize how your team uses these reminders and follow-up notifications with what we call Managed Workflows. Now, you can ensure all of your salespeople send a reminder one hour in advance of a demo, or recruiters always send a thank-you note after a screening call.