How to Schedule Virtual Organizing Services Through Calendly

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If you are a professional organizer, or if you want to get started in the industry, virtual organizing services are becoming more and more popular. Being able to successfully schedule organizing services in a professional and concise way is extremely important if you choose to have this service for your business. This article talks about how to schedule virtual organizing services through my favorite program, Calendly.

I am often asked what tools are needed to coach or consult with organizing clients virtually. I personally use Calendly.

Calendly is an online scheduling tool that allows professional organizers and other consultants and coaches to book online virtual services with their clients.

I love using Calendly. It’s straightforward, easy to use, and it implements well with my professional organizer website.

If you aren’t sure if virtually scheduling clients is right for your business, ask yourself this one important question:

Would you like to schedule your professional organizing clients from your website any time of day, even when you are working with another client?

If you answered yes, then you definitely need to incorporate this service into your business model.

Let’s talk about how to do this.

If you prefer to watch my YouTube video on how to schedule virutal organizing services through calendly, click the video below. Otherwise, keep scrolling to read on!

Lately, I have taken on more virtual clients. This isn’t just because of the pandemic, however that has played a part. The reason I’ve taken on more virtual clients is because it’s easy for the customer and it’s a little less of a commitment.

Also, making an appointment online is super easy. Clients don’t have to call or send an email. Instead, they get access to all available time slots and they pick right then and there. There is even an option to view all of the different services I offer, which makes it easy for the client to decide what sort of package to book with me.

Calendly has been a great tool in making this endeavor happen successfully for my business and I highly recommend it for you if you have a professional home organizing business.

Why Use Calendly as a Professional Organizer

Calendly is a powerful online tool that helps my business run smoothly. Here are just a few things it can do (that I personally use it for with my business):

Your customers can book appointments with you online

Clients can pay for their appointments online (in full or by making a deposit)
Clients can schedule different types of appointments including in-person, planning sessions, phone coaching, etc.…

When every detail is laid out for them on an online platform, it removes some room for human error. Also, since we live in a modern society where technology is the new normal, people want to be able to make appointments, see all their options, and pay all within 5 minutes. This is more difficult to do over the phone or through email.

Why I Love Using Calendly for My Virtual Organizing Services

My business was majorly upgraded when I started using Calendly. Here are a few things that I love about it:

Automatically adds the appointment to your calendar

Automatically creates an online meeting link (sent to both you and your client)
Displays your availability on your website in real-time
Sends reminders to your customers

Yeah, it’s pretty awesome! It saves me time to focus on other aspects of my business, and I can actually grow my business faster with a tool like this.

Which Calendly Plan is Right for My Business?

If you’ve decided that providing virtual organizing services is right for your business and if you think that Calendly is the way to go, you will need to choose a plan.

Calendly has a free basic plan that you can start with. However, if you want more flexibility (like I want in my organizing business), then plan to pay a small fee each month so that you can have more flexibility to create different types of appointments. It’s definitely worth it.

There are a few other outside things you will need to incorporate with your Calendly plan. Here are some of the other things you will need for a successful Calendly experience:

an online calendar: In order for the appointment to show up on your calendar, you need to have one first such as Google Calendar or iCal

an online meeting account: Calendy just provides the scheduling services. To actually have a virtual meeting, I recommend using Zoom or Go to Meeting
a service to collect payments: You will still need to have a program for collecting money such as PayPal or Stripe
a website: This is very important. If creating a website seems like a difficult take, check out my post The 5 Must-Haves for your Professional Organizer’s Website

How to Set Up Calendy

If you want to watch a full tutorial video on how to use Calendly and integrate all your necessary tools with the website, check out my tutorial here: How to Use Calendly to Schedule Virtual Organizing Services.

In this tutorial, I show you how these things integrate with Calendly, how to create a new account, how to add a new event, and how to add your schedule to your website.

By the time you’re done with the tutorial, you’ll be up and running with your virtual organizing services.

I would love to work with you! Schedule your coaching session HERE. You will receive a free updatable, digital action plan to chart your progress. Let’s build the business and life of your dreams together ✨

I’m excited for you to start using Calendly for your organizing business.

ARE YOU INTERESTED IN BECOMING A PROFESSIONAL ORGANIZER?

If you’re someone who LOVES organizing, consider starting your own organizing business.

Get a copy of my free guide “Professional Organizer’s Launch Guide” HERE.

There are many things to consider when starting an organizing business including:

When will I name my business?
Where will I find clients?
How do I become an organizer?

Do I need to be certified to get started?
How will I structure my business?

You have come to the right place!

When you are ready to start your own professional organizing business, check out all my courses on working as a home organizer. My course bundle has the best prices on courses so that you can create and market your organizing business and design a system of organization that will work with all your clients no matter how small or large their volume of clutter is! Check out the course bundle here: Online Boot-Camp for Organizing Bosses