Calendly | The Coda way

[Scott_Collier-Weir]

Introducing EasyMeet | Doing Calendly the Coda way

I love Calendly - Its simple, easy to use, and super helpful when scheduling meetings. In running my own business though I’m always looking for ways to bring down costs. As much as I love Calendly I thought - Why pay for it if I can just make a Coda doc to do the same thing?

I went ahead and did just that and thought I’d share with the community! Below you will find a bunch of information on the doc, how to use it, and how to actually set it up to work like Calendly - but if you want to skip all that and just see it, here is a direct link to the doc that you can copy for yourself →

• EasyMeet Doc link

(I also am in the midst of making a Pro version template with more features such as automatic calendar invite creation, Zoom integration, differing timezone capabilites, etc. If you are interested in that when Im done inquire here → Learn more about EasyMeet Pro)

How the Doc Works

How users will schedule meetings with you

This is the only page that people other than you will see and be able to interact with - It has a calendar view of all the open meeting times you have made and then an ability to “schedule” that meeting slot with you. The “Schedule” button brings them to an external form that is pre-filled with the date/time they selected and then feeds live data into your EasyMeet doc.

Quickly draft times you are open for meetings
Easily apply customized templates of your open meeting times by week to the months and weeks ahead rather than individually creating each open meeting slot

In this doc there are two templates you can tweak: Busy week and Slow week. With just the press of a button you can apply these open meeting times to any week within the current year or next so others can schedule meetings with you!

Edit your open meeting times in a more granular way
Sometimes you need to delete times you previously marked as open for meetings or add one-off open meeting times. Thats easy!

This page allows you to quickly delete or edit previously applied open meeting times! It also allows you to quickly add new meeting dates that arent via the templates explained above.

View meetings people have scheduled with you
And finally - see all the meetings people have scheduled with you via EasyMeet

There are a few extra goodies in there you will find as you click around! (Such as simple checkbox that if clicked will make all your weeks start on Monday rather than Sunday for all you not in the US) If you have any questions, please just reach out, happy to help! → scott@simpladocs.com

Also happy to receive ideas if you have any on how to improve the current doc and workflow! Send them my way!

If you have any solutions you need built out for your workflow or software subscriptions you want to try to replicate with Coda reach out as well! I work as an expert Coda consultant and love a good challenge

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Last thing I need to say - If you are actually going to use this, you need to do a couple things:

• Only share a published link with others
• That published link needs to have the pages displayed at the top
• You need to disable copying on the document
• You need to hide every page except for the user-facing easy meet one (Normally I then make all the other pages shortcuts so when Im using the actual doc I can still access all pages. The doc I shared is not the one I share with people when Im actually scheduling meetings, on that all pages are hidden so no other data is accessible)

[Ximo_Escamilla]

Hello, would it be possible to have different types of meetings depending on the objective? for example: marketing 30min, technical service 1h, standard meeting 45min. Thank you

[Scott_Collier-Weir]

Of course it would! I haven’t touched the template in a long-time but thats a very doable.

[Ed_Liveikis]

Looks nice! Is there a way to integrate with google calendar?

Goals:

1. Busy timeslots are shown. as well as being able to create google events from the coda doc?
2. Creating a new meeting adds a corresponding google event to the google calendar.
3. The google event is kept synchronized with the coda doc (attendees, if the meeting still exists or not).

[Scott_Collier-Weir]

Oh Im sure there is!

This was a doc that I whipped up in a day as proof of concept and haven’t touched since. I really need to go back and fine-tune this thing one day with the things you mentioned along with:

• Some sort of time-zone support
• Better view/access to a day with many time slots

And more! Its just at the bottom of my to do list right now unfortunately

[Ed_Liveikis]

Hi @Scott_Collier-Weir - So I’m wondering, are you still using Calendly?

[Keith_Kolomichuk]

For my airtable based CRM. I need the ability to send someone a booking page for a meeting that already has a spot in our database. Meaning there is already some kind of meeting identifier. I am struggling to figure out how to do this (spent hours on zapier looking for the right integration). Is this something that could be built with coda?

[Scott_Collier-Weir]

Based off the limited context in your paragraph, Im going to say: “Yeah for sure!”

If you provide a more thorough walk-through, loom video, or context Im happy to provide some pointers!

[Keith_Kolomichuk]

ok, I will try to get a loom video (after figuring how to hide client info). As a side note I filled out your coda from for your calendar but I might have used the wrong email.

We have workflows that happen, one is an annual review (I work in finance). Once that workflow is started an email is sent to the client. We want that email to be a meeting invite, that picks two times and also offers a calendar link (sort of like chili pepper). The way we have our workflow dependencies built; the database needs to know that this specific meeting was booked. Because of this we build our airtable to create a record for the meeting and we need a scheduling solution that will let our clients pick an available time for this specific meeting.

Most of the automations I have found work the other way. Once the meeting is schedules, then the record in airtable can be created.

I cant wrap my head around how the data should flow if I were to build something in coda that might work.

[Scott_Collier-Weir]

Loom for loom You get me a loom explaining and Ill get you a loom with potential structures and solutions.

Looking forward to it!

[David_Stanley]

I tried to copy the doc but the option isn’t there, would you mind enabling copy?