TuCalendi – Online personal assistant for your scheduling

TuCalendi - Online personal assistant for your scheduling

Are you looking for a new way to convert visitors into warm leads? Personalising the experience of a meeting often increases your conversion rate on your website. This right here is TuCalendi, a calendar platform that that allows you to schedule meetings with your potential customers. Let’s check it out.

Now we are inside TuCalendi on the dashboard and this dashboard is very important because here you can easily get an overview of your next meeting, your next upcoming meetings. And then you can, of course, search for booking numbers. We have some insights down here but let’s dive into what TuCalendi is all about and that is calendars. So I have made a calendar up here called Book a demo. And within this calendar there is one event and the event is what’s important because the event is what you can book.

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    1. Features of TuCalendi
    2. TuCalendi Pricing
    3. Alternatives to TuCalendi
    4. Future of TuCalendi
    5. Pros & Cons using TuCalendi
    6. Last thoughts about TuCalendi

    Features of TuCalendi

    So before we dive into the settings, I just want to open this event link, so you can get an idea of what it looks like. And if you have worked with Calendly or you have ever booked a meeting on a website, you have often seen this site. And what we can do here is that we can book a meeting on a specific day at a specific time. So here you can see that I chose Monday 14 March and I chose 11:00 to 11:20 and then enter my credentials here my first name, my last name and then some type of email here, and then I press schedule event and this email is correct, and I’ll just confirm it. So now we have booked it, and we can then schedule another meeting if we want to.

    So let’s try and go back to the platform. So here on the platform, if we go to the dashboard, you can see that we now have our upcoming meetings and a specific meeting where the next one is at 11:00 on Monday. That is so important because you can then get an overview, and you can then see all of your meetings here with all the scheduled events. But let’s go back to the calendar here. So, within a calendar you create different events and the events are what you can really customise, because you can add a video URL, you can choose what the location should be.

    And down here you can see you set the event link, and then we have things like availability settings because you don’t want that someone books a meeting at two in the night in your time zone. So it’s very important that you set your time zone here, and then you set the available days, you set the two and from time. And then you can basically work with anything here. You can set how long different meetings should last, what the duration of the event should be. If there is even an event duration, you can then also disable the time zone selection.

    It is very good to have. Here, we can always go to the current event, or we can get the integration code and with the integration code we can either inline it on our website or we can make it open as a pop-up with a button. But let’s just go back now to the availability settings. Then we also have the form settings which you just saw before, where we have the first name, the last name and the email. You can then add more fields.

    Let’s say you want that to ask that if they could sign up for a newsletter, then we could add that as a custom field. We can then say control group, and then we can say Do you want my newsletter? For instance. The answer is yes, and then we can say we should allow custom answer no. Then we just added it here.

    Right now this is a manual process because even though we have integrations, we don’t have integrations to MailChimp or ActiveCampaign yet. It is coming, and I will talk more about that later. But for now, we have to do it manually. And as you can see, it’s so important you save your settings because otherwise they’re gone. When you change between the different tabs, you can also add an image to customise this calendar more to fit your style.

    Then we can add assignments. We can add users. We can then also synchronise the data, and you can see that there are a lot more different options here. We can also set conditions that they cannot cancel within a specific date range or a specific time. We can also set up a disclaimer.

    Then we can work a bit with the confirmation because either we can redirect to another page that we have built on our website, or we can just show the default confirmation page. And again, here the confirmation template is just default. Over here, I will show you in a moment how you change this. Again, the email account. I have chosen default as well, and then I have added them, so they will get an ICS file and this ICS file makes it possible for them to save it on their own calendar.

    Often that’s very important. In order for them to remember their meeting, you can also set up reminders, so they will receive a reminder. We have to build a template for that. So that is that you are basically reminded that the meeting starts in 1 hour, ten minutes, whatever you want. Then we can set up a cancellation if the meeting has been cancelled, and you can set up payments.

    So, within TuCalendi you can integrate with Stripe or PayPal. Then you can say that booking a meeting costs XYZ. For instance, if you are offering your expertise within a specific niche, then you, of course, need payment for this. But what I would recommend you do is start by giving a little sneak peek.

    Let’s say they get 15 minutes for free and then from there they have to pay. But here you can set the currency. I will set it in Danish and then the amount. Let’s say it costs 200 per event, and then we choose whether we want stripe or PayPal, and then you save. Right now, it paid for all of my meetings.

    Then we can also set up translations. We can then add a new language and say it should also be available in Portuguese, for instance. Then you can see we have different fields, we then have to translate ourselves. I will just remove this language myself. It would be great if they did it for me, but that’s just a minor thing.

    But now let’s move on to the booking pages because within the booking pages is where you can do the most customisation. I will say that there is still limited what you can do, but for instance, here you can see that we have our booking page link, we have our alias, then you can see the meeting types. I will choose to book a demo. We have format options, how we want the date to be and then some more options down here. Then we can go to the template where we can choose between two different templates, either a simple modern one or a modern one with a header.

    I will choose the simple modern one, and then here you can see whether we should show page style, we can choose the colour scheme and so on, minor details. And that is about what you can change with your booking page. For the content over here, you can see that we can add videos, titles, content in general, product descriptions and FAQs, can add reviews and then a legal notice. And all of this is, of course, to create some trust around your book, a demo website in this case. We can also enter our profile.

    That is for us personally. We can set up integrations. This is only right now for Google Analytics and then again, we have translations, but we have to translate the website ourselves into other languages. They are not doing it for us and that’s about it. What you can do with booking pages. For the confirmation Templates this is what you can use within book a demo which we’ve already set up.

    So let’s make a confirmation template that is called book a demo. You can see we have it here and right now it is just using the default. But what we can change is we can change the subject, we can change the email and that is the actual content. Or if we’re sending out text messages then we can also do it here.

    And then we can use tags like the customer’s phone number, the customer’s first name, the full name of what it is we want, and then we can choose again the format options and then press save. So, right now we have made a very simple confirmation template and this is sent per email or text message depending on your preferences. We can also do the same with reminder templates. Let’s call this one again book a demo 1 hour before let’s add this one and then again we can write in the text. Let’s just write 1 hour before, some nonsense here and again with the text message Hi, blah blah, blah blah.

    There. Perfect. Let’s save this one. Now we have a confirmation template and a reminder template and the same goes for the cancellation template. It is the exact same.

    But now let’s try and go back to our calendars into the event and then let’s see if we can change our confirmation template. So you can see here that the confirmation template book a demo is now available. So I will press save on this one. On the reminder let’s go in here and see. Yes, our reminder is available here, and then we can set the schedule here.

    So I want to say that 1 hour before they should receive this reminder. That is so cool, and I would definitely recommend you doing this because often they will forget the meeting and that is how you use all of these templates. Now one thing you can also do is that you can make surveys and a survey you can basically send after a meeting is done and this survey they can fill out, you can also send it before, so you get some information. And a survey is also used to arrange meetings. So you can say that let’s add a new text field here with a question that says what is your name?

    This is required. Let’s add this one. So right now we have a start and let’s say it should go to what is your name? To simplify the survey templates then let’s add an option group. Within the option group, we will ask, would you like a meeting?

    We will ask about two things. We’ll say yes or no, and then we’ll delete the last one. Again, this is required. So now we have this one here. So you can see that now it’s asking for what is your name?

    And then would you like a meeting? If they say yes, we will arrange a meeting. If they say no, we will just exit. So now we have a very simple survey. We will call this one: Would you like a meeting?

    And then we’ll press save. So now we have a very simple survey that we can send out where people can basically book meetings and this survey will also be available for everyone to use. That is just a simple way to try and entreat people to use your scheduling for meetings. So let’s say that you are selling a specific service. But this service depends on price.

    Depending on what the need is. You can then make a very simple survey where you calculate for the user or for the visitor how much will this be? And then, depending on that, you can always ask for information on the fly, so you save that information, but then depending on that, then they can book a meeting because then they feel invested. They have spent time on giving information to you. So why not just take a meeting where they can talk through whatever their need is that’s a very neat feature.

    We also have coupons. So, going back to what we saw before, that you could use a Stripe integration or a PayPal integration and then get payment for your meetings. You can then also make coupons, and then you can get discounts on your specific meetings. You can see here that’s generated a coupon here. There can be a discount.

    It can also be the amount of sessions they get. So let’s say that they will get 100 Danish kroner as a discount, but it is only valid until the end of March, and it’s valid for all the meetings. So you can see here, now we have a discount. This you can send out to whomever you want. So let’s say going back to the example that you want to give 15 minutes for free and then from there they have to pay.

    In this case, you can get this discount because it shows that you are also invested in helping them and acquiring them as a customer. A very, very neat feature as well. Then we have integrations and integrations are many things in this case, because you can integrate your calendar so you always locally on your computer have all the events, so you know when your next meeting is. But you can also integrate into video conferences. So when you send out these meetings automatically a video conference link will be created, so you don’t have to think about that.

    We’ve already talked about the payment gateways, and then they have Slack, ClickUp, HubSpot and Twilio. Twilio is for sending out text messages. Slack is, so you can shoot an event into Slack, so you always know that there is a new event who has taken this specific event. ClickUp is again for when meetings are scheduled. Hubspot is also for when meetings are scheduled.

    It really depends on what system you are using. You can also set up email accounts and here you need to enter your SMTP server, your username, password and the port and the protocol, and then you can start sending them out. But if you don’t want to do that, you can also just sign in with Google and then via your Google account they will send out all the emails for the specific event. So you can see that with TuCalendi you get so much functionality for a very low price. It is definitely intriguing to test it out.

    You can see how easy it is to use, how easy it is to navigate around, and you can really tweak almost everything that you want to. So now let’s move on to the pricing.

    TuCalendi Pricing

    Now, using TuCalendi you get a very simple pricing structure. You can either go with the free plan, which is free forever, and you get a limited number of features. Though you get very far with those features. It is mainly the integrations and some templates you don’t get. But if you need those features, then they also have a paid plan.

    And the paid plan comes in at $8, very cheap compared to the alternative Calendly. And then you get all the integrations, you get all the features. So you can just test it out and use it for your platform or for your website. And what I really like about that price is that you can get a seven – day trial and in these seven days you can really test out the features. You can test out the integrations to really figure out whether it’s for you or not because often then you’ll be able to manage with the free plan.

    Alternatives to TuCalendi

    Now, the alternative to TuCalendi, as I’ve already mentioned is Calendly. Calendly is definitely the number one choice within these calendar platforms, because Calendly, not only is it so agile on so many aspects, but you can also just design it a lot more. You can really make it your own custom. And then the overall design is much more modern than TuCalendi. So, in order for TuCalendi to come next to Calendly, there is some agility they need to work on. And then the design. We are very locked in the design.

    We can’t really change that much. And then their own design in the platform is starting to look a bit outdated. But let’s see what’s in for the future.

    Future of TuCalendi

    Now, the future of TuCalendi doesn’t contain so many design elements, but it does contain more integrations. And these integrations make it possible for us to automate all of our manual processes and that is what it’s really about. So right now they’re working on ActiveCampaign integration and a MailChimp integration. This means that when people are scheduling a meeting, they can also sign up for the newsletter and then, completely automatically, they will be shut into ActiveCampaign or into MailChimp completely automatically without having to lift a finger. Furthermore, then they are also working on a rescheduling link.

    With a rescheduling link, then people and participants in meetings who can’t participate, they can then easily reschedule it without they have to manually send an email: can we postpone the meeting or whatever the reason should be. That is, again, another thing that will automate it and make it easier. Last but not least, they are also working on follow-ups and attachments. Follow up is, so we can very easily follow up on a meeting.

    Let’s say that we do some agreements in the meeting, then we can easily follow up on those agreements and the attachment is for us to attach files, sound files, images, whatever it should be on the different components we’re using within TuCalendi. So this is definitely minor things, but it’s definitely things that will improve the usability of TuCalendi and just makes it easier to use.

    Pros & Cons using TuCalendi

    Using TuCalendi, not only do you get so much functionality for a low price, but you also get surveys and integrations. Though I really hope they will work on the booking page to make it more customisable and then the design overall really needs a modern update.

    Last thoughts about TuCalendi

    Having a calendar for your lead nurturing has been proven to work over and over again and with TuCalendi and all the functionality you get, you are very well on the way. I want to give TuCalendi four stars. I would like to see more design options for the booking page.

    Posted by
    Phillip Stemann

    I have been in the software industry for 10+ years, and I’ve gathered a ton of experience I’m sharing with you. I test out tools each week and share my findings with you, for you to easily choose the right software for your needs. I have so far reviews many types of software and even built software myself, it’s a huge passion for me.