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#Client meetings posts
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How to Schedule a Meeting With 3 or More People Without the Email Chase
Scheduling a meeting with three or more people gets messy when the team relies on email chains, calendar holds, and one-person booking links. This guide explains when to use multi-host booking, when a poll makes sense, and how to let one customer contact invite the rest of their team during the booking flow.
31 Aug 2026
Appointment Booking Best Practices I Use to Keep Client Projects Moving
When client projects depend on milestone meetings, specialist input, and busy calendars, appointment booking can quietly take over the day. Hattie Smithson shares the booking practices she uses at Islington Partners to keep meetings labelled, links easy to find, specialists involved, and project stages moving.
18 Aug 2026
How Executive Assistants Can Stop Client Meeting Scheduling Taking Over Their Day
Client meeting scheduling can take over an executive assistant's day when every booking depends on manual calendar checks, old links, unclear attendees, and missing context. This shorter guide explains how to reduce the repeat admin without losing control of the client experience.
16 Aug 2026
How to Schedule Client Meetings With Multiple Team Members Without the Email Chase
Client meetings get harder to book when several internal people need to attend. This post gives assistants, coordinators, and client-facing teams a practical way to define who is required, capture the right context, and use multi-host booking so clients can choose a time without another round of calendar chasing.
16 Aug 2026
A Better Way to Book Meetings on Behalf of Busy Senior Teams
If you book meetings for senior people, the hard part is not just finding an open slot. This post explains how assistants and coordinators can reduce calendar chasing by standardising meeting types, required attendees, booking forms, and team links without removing control from the people being booked.
16 Aug 2026
How Financial Services Teams Use Scheduling Software
Financial services scheduling software is most useful when it protects senior calendars, keeps client meetings consistent, and gives teams enough control around sensitive conversations. This guide explains the main use cases across advisory, banking, insurance, accounting, and other regulated client-facing teams.
17 Jul 2026
Use Text Replacement to Share Your Calendr Links Faster
If you send the same Calendr booking links throughout the day, text replacement can save you from repeatedly opening your dashboard, copying a link, and pasting it into emails or messages. This short video shows how to create simple keyboard shortcuts for the Calendr links you share most often.
11 Jul 2026
How to Build a Streamlined Onboarding Process for Your Accounting Firm
If onboarding keeps stalling because client information is missing, the right people are hard to schedule, or old booking links keep creating confusion, this video is worth watching. It shows how to build a more robust onboarding workflow inside your practice manager, and where calendr.so can remove the scheduling friction around it.
09 Jul 2026
How to Create a Booking Page for Your Business
A booking page should do more than show empty slots in your calendar. This guide explains how to create a booking page that makes the meeting clear, protects your team’s time, and gives clients or prospects enough context to book the right appointment.
30 Jun 2026