If you only need basic features and don't require much flexibility in customizing your appointment types, this tool is decent overall. It's only slightly more advanced than Calendly's free plan, as it allows you to have more than one booking type. Otherwise, you might be better off using a tool that offers more features and options.
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Do you struggle with keeping your appointments organized? Are you looking for a way to manage your schedule and book clients all in one place?
If so, then TidyCal might be just the tool you’re looking for. In this blog post, I’ll share my experience using TidyCal and why I love it.
My Experience With TidyCal
TidyCal is a great tool for beginners because of its easy-to-use interface. Its payment collection platform is an added bonus. However, TidyCal doesn’t have Direct zoom or Zapier integration as of now. But since it’s included in the Roadmap, I’m not counting this as a con.
Overall, a decent tool if you only need basic features and don’t need much flexibility in customizing your appointment types. It’s really just a slight step up from Calendly’s free plan ONLY in that it lets you have more than one booking type. Otherwise, you’re better off using something a little more advanced.
TidyCal
Overview of Features
TidyCal is an online meeting scheduling platform that allows you to easily schedule meetings with clients, colleagues, and friends. It offers a range of features to make scheduling and managing your meetings easier. With calendar integration, customizable booking pages, and automated email reminders, you can quickly and easily set up and manage your appointments.
TidyCal offers a variety of features to help you get the most out of your scheduling experience. With its calendar integration, you can sync your TidyCal account with Google Calendar, Outlook, or iCalendar, allowing you to easily keep track of your schedule.
You can also create custom booking pages for clients or colleagues to book their appointments with you. TidyCal also provides automated email reminders for both parties to ensure that everyone remembers their upcoming meetings. You can also customize your account to your preferences by setting up booking rules and availability settings.
Additionally, TidyCal allows for flexible appointment lengths and recurring events so that you can quickly create a schedule and set appointments for the same day or week. You can also use payment processing options for clients and offer discounts on different plans. All in all, TidyCal provides an easy way to organize and manage your meetings with its array of features.
Pros & Cons of Using TidyCal
TidyCal offers many great features that make it a great option for quickly and easily scheduling meetings. Here are some of the pros and cons of using TidyCal:
Pros:
• Easy to use interface
• Custom booking pages for easy scheduling
• Calendar integration to sync with Google, Outlook, and iCalendar
• Automated email reminders and notifications
• Flexible appointment lengths and recurring events
• Payment processing options for clients
Cons:
• Limited customization options
• No free plan available
Introduction to TidyCal
TidyCal is an online appointment scheduling and booking platform that allows you to schedule meetings, appointments, and other events with ease. It helps you streamline your workflow by allowing you to create custom booking pages and setting up automated email reminders and notifications.
With TidyCal, you can manage your availability settings and booking rules, and sync with calendar applications such as Google Calendar, Outlook, and iCalendar. It also offers payment processing options for clients and flexible appointment lengths and recurring events.
In this review, I will share my experience with TidyCal and provide an overview of its features, pricing plans, and discounts.
How to Create a Schedule and Set Appointments
Creating a schedule with TidyCal is easy and straightforward. With the click of a button, you can set up your calendar to accept appointments and manage your availability. Once your calendar is set up, you can start scheduling appointments with clients or customers.
You can specify the appointment length, the time of day, the amount of padding time between appointments, and any other customization options you need. You can also set up recurring events if you have regular meetings with clients.
Additionally, TidyCal allows you to add additional details to each event such as notes, documents, and attachments.
Setting Up a Custom Booking Page
Setting up a custom booking page with TidyCal is simple and straightforward. You can choose from one of their templates, or create your own design from scratch.
The page will include your business info, booking rules, availability settings, and payment processing options for your clients. You can also customize the look and feel of the page to match your brand.
Once you have your custom page set up, you can send it to your clients or post it on your website and social media accounts. This makes it easy for customers to book appointments without contacting you directly.
Managing Availability Settings and Booking Rules
TidyCal makes it easy to manage your availability settings and booking rules. You can set up a preferred time slot for each day, set a maximum number of bookings per day, and add blackout dates.
With these simple scheduling tools, you can control how many appointments you take and when they happen. You can also set up custom booking rules to ensure that you and your clients are always on the same page.
This includes setting the minimum and maximum notice periods for booking an appointment, the minimum or full length of an appointment, and which payment types you accept.
With these settings in place, you’ll always be able to manage your bookings easily and efficiently.
Flexible Appointment Lengths and Recurring Events
With TidyCal, you can easily set flexible appointment lengths and recurring events to better accommodate your clients.
You can create a custom booking page that allows clients to select the length and time of their appointment, as well as any recurring events, such as weekly or monthly meetings.
You can also create recurring appointments with an end date so you don’t have to worry about setting up each meeting individually. You can also customize the frequency and duration of your appointments, so you can be sure to meet the needs of your clients.
Automated Email Reminders and Notifications
TidyCal makes it easy to stay on top of your schedule with automated email reminders and notifications. You can customize the timing and content of your emails, as well as choose from a variety of themes to match your branding.
You can also set up recurring email reminders for clients who book multiple appointments with you. This ensures that everyone remains on the same page and keeps you from having to manually follow up with each client.
Additionally, you can also set up SMS notifications for clients who prefer to receive reminders through text messages. This is a great way to ensure that nobody misses an appointment with you.
Calendar Sync with Google, Outlook, & iCalendar
TidyCal makes it incredibly easy to stay on top of your appointments and events with its seamless calendar sync feature. This feature allows you to sync your TidyCal account with Google Calendar, Outlook, and iCalendar.
This means that all of your appointments and events will be accessible in one place, making it easier to manage your schedule. You can also set up automatic email reminders and notifications to ensure that you never miss an appointment.
Plus, you can easily switch between multiple calendars so that you can view all of your events and appointments in one place.
Customizing Your TidyCal Account
Customizing your TidyCal account allows you to create a professional and seamless booking experience. You can customize the look of your booking page to match your brand, and add additional information to your booking flow.
You can also set availability rules and booking rules, such as blocking off certain days or times, setting minimum advance bookings, and more. You can also adjust the length of your appointments, set up recurring events, and manage payment processing options for clients.
Payment Processing Options for Clients
TidyCal’s payment processing options make it easy for clients to pay for their appointments online. You can set up a variety of payment methods, such as credit cards, PayPal, Venmo, Apple Pay, and more.
You can also set up recurring payment plans for clients who book multiple appointments. All payments are processed securely and quickly, and you can view your payment history at any time. The platform also allows you to set up discounts and promotional codes for specific clients or groups of clients. This makes it easy to offer special deals to your most loyal customers.
TidyCal also supports tax calculations, allowing you to accurately charge taxes for services rendered. With TidyCal, you can rest assured that your clients’ payments will be processed quickly and securely.
Pricing Plans & Discounts
There is also an AppSumo discount available that can save you up to 90% off of the regular price. This offer is available for a limited time only, so make sure to take advantage of it before it expires.
TidyCal offers a lifetime deal of $29/month. Lifetime deal plans come with unlimited bookings, integrations, and custom forms.
Conclusion on My TidyCal Review
In conclusion, TidyCal is an excellent tool for streamlining your appointment scheduling process. With calendar integrations, booking pages, and customization, you can make scheduling your next meeting easier than ever.
It has a great suite of features that enable you to set availability settings, customize booking pages, and even accept payments from clients.
Additionally, TidyCal offers flexible pricing plans and discounts to accommodate your budget. If you’re looking for an efficient way to schedule appointments with clients, I highly recommend checking out TidyCal.
