Blog
Guides & insights for scaling client-facing teams
Practical playbooks for Sales, Customer Success, and Accounting teams.
All
Building & Optimising Customer Success
Growing Sales Teams with Processes
Growing Small Businesses
Hiring and recruiting
LinkedIn prospecting resources
Making management easier for EAs
Product Updates
Scaling Accounting Firms
Why Calendr
How to Capture Leads at Networking Events and Trade Shows
Trade show leads are easy to collect and surprisingly easy to lose. Instead of leaving the event with business cards, badge scans, and half-remembered conversations, use a booking page to get interested prospects into a confirmed follow-up meeting before they walk away.
29 Aug 2026
How to Set Up a Notion CRM That Captures Website Bookings as Leads
If you use Notion as a lightweight CRM, the danger is not usually the database itself. It is the gap between someone booking a call on your website and that prospect becoming a visible contact and opportunity your team can follow up.
26 Aug 2026
How Event Types Make Interview Scheduling Easier for Hiring Teams
Interview scheduling gets messy when every stage is treated like the same calendar link. This video shows how different event types can help hiring teams manage screening calls, hiring manager interviews, final interviews, required hosts, fallback options, and ad hoc meetings without rebuilding the process in email every time.
21 Aug 2026
How Do I Schedule Meetings Between Attendees and Sales Reps?
Event attendees lose interest when the follow-up process makes them wait for the right salesperson or asks them to navigate several booking links. This guide shows you how to assign ownership, decide when to use round robin or multi-host booking, and get qualified attendees into the right sales meeting while the conversation is still warm.
20 Aug 2026
How to Book More Meetings as an SDR from LinkedIn (Cheeky Hack)
The best LinkedIn prospecting trick I learned early on was not to chase a huge cold list. It was to find the products and services that already sold to my market, use those adjacent networks to find relevant people, and follow up while the connection still felt warm.
18 Aug 2026
When to Use a Single-Use Booking Page
Reusable booking links are useful, but they are not right for every situation. If you want to share a booking link in a public place, such as a LinkedIn comment, a single-use booking page can help you keep the invitation hidden once the intended meeting has been booked.
18 Aug 2026
How to Create a LinkedIn Company Page Without Overthinking It
A LinkedIn Company Page is worth setting up, but it is not usually where the real sales conversations happen. In this Hattie Smithson walkthrough, I explain how to create the page, add the basics, manage admins, and then focus your energy on the LinkedIn activity that actually helps people book calls.
18 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 to Turn SEO and PPC Traffic Into More Booked Sales Meetings
I spoke with Riccardo Montis, founder of London growth marketing agency Dealshake, about what actually helps SEO and PPC traffic turn into sales meetings. His advice was refreshingly practical: keep the page focused, show proof, make the booking step obvious, and remove unnecessary friction between interest and a booked discovery call.
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
3 Ways Accounting Firms Can Use the Karbon Integration in calendr.so
If your accounting firm uses Karbon, a booking form can do more than get a meeting into the diary. The bigger win is collecting the right client data during discovery, onboarding, and check-ins, then pushing that information into Karbon before the team has to chase or rekey it.
13 Aug 2026
Appointment Scheduling Software for Client-Facing Teams: A Calendr.so Overview
If your team books sales calls, onboarding sessions, support reviews, legal appointments, or client consultations, a basic booking link can start to create more admin than it removes. This video walkthrough shows how calendr.so helps client-facing teams control meeting types, find the right colleague's link, coordinate multi-person meetings, and report on booking activity without turning scheduling into another spreadsheet.
12 Aug 2026
How Booking Tools Helped Me Run a Consulting Business From Anywhere
When I was running consulting projects across timezones, a booking tool was not just a convenience. It was how I kept live training, client milestones, reschedules, prep questions, and team handoffs under control while working part time and managing up to 17 projects at once.
06 Aug 2026
Why Growing Teams Need More Than Free Booking Tools
Free booking tools are useful when one person needs a simple link. They start to fall short when an office manager, admin, team leader, or practice manager needs consistent event types, team reporting, qualifying forms, searchable colleague links, and multi-host meetings that match how the business actually works.
06 Aug 2026
Why Customer Success Teams Need More Than a Basic Booking Link
A basic booking link works until customer success becomes a team process. This post shows how calendr.so helps CS leaders reduce the admin of keeping booking pages consistent, collect better context before calls, manage handoffs across multiple hosts, and get reporting on bookings, cancellations, and reschedules without building spreadsheet reports by hand.
05 Aug 2026
Booking Reports for Sales Leads and Practice Managers
When several people are sharing booking pages, the calendar stops answering the operational questions leaders actually care about. This article explains how sales leads and practice managers can use booking reports to review meeting volume, cancellations, reschedules, team member load, event type performance, and campaign attribution.
02 Aug 2026
How to Qualify and Route Demo Requests by Seat Count
When every website visitor books through the same demo link, small accounts, good-fit prospects, and larger sales opportunities all land in the same calendar flow. This article explains how sales leads can use qualifying forms to route prospects by seat count before they book.
02 Aug 2026
How Law Firms Can Stop Signing Appointments Becoming the Bottleneck
When a law firm has a high volume of clients coming in to sign documents, the legal work can be ready but the matter still gets held up by booking, rebooking, and diary coordination. This playbook shows how to create a cleaner signing appointment workflow with calendr.so.
30 Jul 2026
Send Booking Links by LinkedIn DM, SMS, iMessage, or WhatsApp
Not every appointment starts in email. If a client, prospect, candidate, or customer is already messaging you by SMS, iMessage, or WhatsApp, sending the right calendr.so booking link can make the next step much easier, especially if you save your most-used links as text replacement shortcuts.
29 Jul 2026