How to hire a virtual assistant guide

Optimize Your Calendly in 10 Quick Steps

A free checklist to make your booking system look polished, feel professional, and actually help you close more leads.

You’ve got your Calendly link... but is it really working for you?

If it’s been sitting untouched or sending people straight to a generic thank-you page, you might be missing out on bookings — and better client connections.

This checklist gives you 10 easy ways to clean up your Calendly and make it a seamless, time-saving, lead-converting machine. No tech headaches. No overwhelm.

  • Set boundaries without back-and-forth emails

  • Guide your client’s next step after they book

  • Reduce no-shows with automated reminders and confirmations

  • Use integrations like calendar, Zoom, and Stripe to simplify your workflow

  • Create a smoother booking experience that builds trust from the start

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