Quick Guide to Use Calrik

Renee Johnson

Published: November 24, 2023

Just getting started with Calrik? Great! Here’s a handy guide to help you get up and running smoothly, making the most of our automated meeting and appointment scheduling features. Welcome aboard!

Meetings play a vital role in any professional operations, and while we can’t eliminate them entirely, Calrik can streamline and automate your meeting scheduling process. It is one smart choice for scheduling that is built specifically for professionals and hustlers like you.

Now, let’s show you how to enhance your workflow like never before!

#1 Register FREE for your Calrik Account

You can gain free entry to your meeting types, customized settings, scheduling choices, and integrations by signing in to the Calrik.

After logging in, you’ll find the dashboard, your gateway to seamless scheduling, and a variety of meeting choices. Begin by entering your profile information. To do this, click on the settings icon located on the dashboard. Within this section, you’ll have the option to specify your country and time zone preferences, ensuring your schedule aligns with your general availability.

With Calrik, you have the opportunity to customize the information that will serve as your default page for both your team and clients. Within this section, you’ll find a dedicated field that enables you to create a unique browsing link for your account. Here, it’s advisable to use your name or business name strategically to establish your credibility for meetings. Additionally, you can include a professional welcome message for individuals who access your booking page.

In addition to the Default Page Settings, there is a dedicated tab where you can highlight your availability. In this section, you can input precise timing details for each day of the week. Furthermore, you have the flexibility to override your standard weekly availability for specific dates if needed. The best part is, that all these fields are fully customizable to suit your preferences.

Besides, you also have the option to categorize your meetings and teams into distinct groups, tailored to the nature of your work and specific requirements. This categorization serves as a valuable organizational tool, making it easier for you to differentiate and manage your various work schedules. It simplifies the process, reducing the effort required to remember and oversee your meetings effectively.

#2 Integrate Your Tech Tools

With a diverse array of choices available, integrations play a crucial role in maximizing your Calrik experience. Link up with top-tier work applications such as Zoom, HubSpot, Zoho, and Microsoft Teams, seamlessly connecting them to your Calrik account. This integration empowers you to automate various meeting-related functions, including the addition of video conferencing to remote meetings and synchronization of contacts. Furthermore, you can craft personalized workflows by leveraging tools like Zapier and Google Analytics.

#3 Edit Meeting Types

Calrik offers four prominent meeting types: 1:1 Meetings, Group Events, Group Meeting Polls, and Booking Pages. Each of these types serves as a distinct scheduling format, providing you with versatile options to choose the one that best suits your specific requirements.

1:1 Meeting

This feature enables you to craft a dedicated template for one-on-one meetings, whether it’s with a prospective client, an existing client, a job candidate, or a colleague. It’s a versatile tool that simplifies the process of selecting a suitable meeting time, streamlining your communication, and scheduling efforts. Whether you’re arranging crucial discussions or coordinating with team members, this option ensures you have a tailored approach to meet your needs effectively.

Group Event

Group Events

With this feature, you can design and set up events such as webinars, sessions, and more, specifying particular dates, and time slots that accommodate the preferences of your audience. It’s a versatile tool that empowers you to organize and promote events that can be attended by a wide range of participants. Whether you’re hosting training sessions, workshops, or virtual gatherings, this option enables you to define event details, making it convenient for attendees to select and participate based on their availability and preferences.

Group Meeting Poll

Group Meeting Poll

Utilizing this functionality, you have the ability to generate a poll designed for a group of individuals, enabling them to collectively determine the most convenient time slots that align with their schedules. This tool simplifies the process of finding a consensus among a group, whether it’s for team meetings, collaborative projects, or any other collective activity that requires coordination. By creating such a poll, you empower participants to express their preferences and contribute to the decision-making process, ultimately optimizing scheduling efficiency and ensuring everyone’s availability is considered.

Booking Page

Booking Page

This feature allows you to establish a dedicated booking page where individuals can access and review your up-to-the-minute availability. It simplifies the appointment-setting process by providing a user-friendly platform for others to view your real-time schedule and select suitable time slots. It eliminates the need for back-and-forth emails or phone calls to coordinate appointments, enhancing convenience for both you and your clients, colleagues, or anyone seeking to engage with you. More importantly, it allows them to schedule appointments with you based on your open slots autonomously.

#4 Schedule Meeting

Calrik offers a range of choices, providing flexibility in meeting schedule that aligns with your preferred working style. This means you can tailor your scheduling approach to match your preferences and needs.

When you opt for the 1:1 meeting template, you’ll receive a URL displaying your current availability in real-time. This unique link can be easily shared with your invitees through various online platforms, embedded directly on your website, or included in a meeting directory. With this convenient option, your invitee simply clicks the shared link, selects a suitable time slot, and Calrik takes care of the rest by automatically adding the booked meeting to your calendars. This seamless process ensures efficient scheduling and eliminates the need for manual entry.

Through custom branding, you can enhance your invitee’s experience by incorporating your brand elements, such as a logo, profile photo, and a personalized introduction. This feature ensures that your calendar aligns seamlessly with your corporate identity, providing a cohesive and professional impression to those interacting with your scheduling platform. By adding these personalized touches, you create a branded environment that not only reflects your company’s visual identity but also reinforces a sense of trust and familiarity among your clients, partners, and team members.

A valuable advantage you gain is the ability to provide invitees with a predefined agenda, offering them a preview of what to anticipate in the upcoming meeting. This feature allows you to set clear expectations and communicate the purpose, topics, and objectives of the meeting in advance. By sharing a structured agenda, you not only prepare participants but also ensure that everyone is on the same page, fostering a focused and productive discussion.

Calrik adds a personal touch to your meeting invitations with convenience and simplicity

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