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How to Use Calendly to Schedule Patient Consultations


calendly consultations


Running a functional medicine practice is difficult. Therefore, practitioners should take every step possible to make their lives and job more manageable. Fortunately, tools like Calendly can help you achieve this. Here are some Calendly tips our team here at Functional Medicine SEO has for our clients. 

Why Use Calendly

First and foremost, it’s essential to understand why we recommend this software. Understanding the benefits will better help you understand how Calendly can help you with your scheduling needs. Here are some of the benefits:

  • Arrange phone consultation during workdays any time you are available
  • You can sync the app with your Google Calendar, so it’s always up to date
  • Set aside a particular day and time window per week for phone consultations
  • You can use the free version of Calendly for phone consultations
  • Paid Calendly allows for patients to pay online for services
  • User friendly for practitioners and patients

How To Use Calendly

Now that you know the benefits of Calendly, it’s time to set up your account. It’s important to note that you may have to upgrade your account to get the features you’re looking for. We’ll touch more on that later. Here is what you need to do to set up your Calendly account:

  • Create an account on calendly.com
  • After creating your account, type your custom link into the URL bar
  • In your dashboard, you will see a list of your event types
  • Under the My Calendly tab, you will see your different event types

Events and Time Slots

When you are using Calendly, you should think of events as time slots. You define how you want to use those time slots and who you will see during them, which means if you’re going to set up Tuesdays for new patients and the rest of the week for follow-up appointments with patients, this is easy to do. You would fill your Tuesday’s calendar with time slots for new patients and then only share those time slots with patients who would be new to your office.

You can also use Calendly to set up meetings with other people in your network or employees or any other work-related meeting you may need. You create an event type or time slot for when you are available and send an invite to whoever you are meeting with. They can pick the time slot that is best for them. Then all you have to do is show up for your appointment when your calendar tells you to. No more keeping up with all your meetings and patient meetings; it is all in one convenient place. 

The best thing about your events or time slots is they are always changeable, and you can make them for the time frame you need them. A simple click on your dashboard helps you navigate all your events.

Inviting Patients

Once you have all your event types created in your schedule, you can invite potential patients to book a slot. This is done by emailing or sending them a link, and they can see what options and time slots you have available and select what is best for them. This helps patients choose what is convenient for them and helps cut down on missed and rescheduled appointments. It is also important to remember your patient does not have to have a Calendly account to set up a time slot with you; all they need is the link you send them. 

For Help Setting Up A Calendly Account

The team at Functional Medicine SEO thinks that Calendly would be a great asset to have in your functional medicine office. If you need help setting up an account or using some of the features, please reach out to us. We can be reached on the contact us form on our website for more information.