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Discovery calls for event planners booked with Calendly

A Calendly link lets corporate enquirers book a discovery call in a free slot, with reminders, instead of days of email tag. From about $11£8€10A$15C$15 a month.

At a glance

  • What it costs$11–12£8–9€10–11A$15–17C$15–17 a month

  • Worth, in extra profit or time saved in the worked example$141£106€126A$204C$199 a month

  • Pays for itselfIn a few days

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Corporate inquiries come from office managers and PAs who are hard to catch, and the planner is often on site. Arranging each discovery call takes about 4 emails and 20 minutes, and some enquirers go cold while waiting. With 15 inquiries a month, that's 300 minutes, 5 hours a month.

What the AI does

Calendly is an online scheduling tool: you share a link and the enquirer picks a free slot from your calendar. Standard adds unlimited event types and automated meeting reminders, and connects Stripe or PayPal if you ever charge for a planning session. Make a 30-minute 'Discovery call' event, block your event days and site visits, and put the link in your reply to every inquiry and in your email signature. In the reply, ask for the date, guest numbers, budget range and venue ideas so you come to the call ready.

A worked example

A two-person corporate event planner in Birmingham gets about 15 inquiries a month from offices planning conferences, launches and summer parties. They reply to each with a Calendly link on Standard, with reminders on, instead of offering times by email.

Before

About 20 minutes arranging each call: 15 × 20 = 300 minutes, 5 hours a month

After

About 3 minutes per inquiry to send the link and check the booking: 45 minutes a month

What it's worth

About $141£106€126A$204C$199 a month saved, against about $11£8€10A$15C$15 to $12£9€11A$17C$17 for Calendly Standard. That's 4.25 hours (300 minus 45 = 255 minutes) at an assumed $33£25€30A$48C$47 an hour. Standard is $10 (about $11£8€10A$15C$15) a seat a month billed yearly or $12 (about $12£9€11A$17C$17) monthly. Inquiries that no longer go cold while waiting aren't counted.

How to set it up

  1. Connect the calendar you use for events and site visits to a Calendly account on Standard.
  2. Create a 30-minute 'Discovery call' event and block event days, set-up days and site visits.
  3. Turn on reminders and read what the enquirer receives.
  4. Reply to every inquiry with the link and three questions: date, guest numbers and budget range.
  5. After each call, send a short written summary and your proposal date.

What goes wrong

  • The free plan has one event type and no reminders. Check you need reminders before paying.
  • Standard is priced per seat. If both planners take calls, that's two seats.
  • A link can feel cold to a large client. For big corporate inquiries, ring first and send the link as a follow-up.
  • Enquirers' details are personal data under UK GDPR. Use them for the inquiry, not for marketing without consent.

More ideas for Event planners

Time tracking for event planners: bill the extra hours

Harvest logs planning hours and expenses against each event and turns them into an invoice, so out-of-scope work gets billed. From about $9£7€8A$13C$13 a month.

  • Costs $9–11£7–8€8–10A$13–15C$13–15/mo
  • Worth $359£270€321A$518C$508/mo
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Claude for event planners: compare venue contracts

Upload three venues' contracts to Claude together and see minimum numbers, minimum spend and cancellation terms side by side. From about $17£13€15A$25C$24 a month.

  • Costs $17–20£13–15€15–18A$25–29C$24–28/mo
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Budgets and timelines for event planners in Aisle Planner

Aisle Planner gives each private event client a portal with the budget, checklist and timeline, so fewer status emails. From about $69£52€62A$100C$98 a month.

  • Costs $69£52€62A$100C$98/mo
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  • Pays for itself in about a week
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Post-event reports for event planners, drafted by AI

Paste survey results, the budget summary and your notes into ChatGPT, Claude or Gemini for a first draft of the client's debrief. Free to about $27£20€24A$38C$38 a month.

  • Costs Free–$27Free–£20Free–€24Free–A$38Free–C$38/mo
  • Worth $133£100€119A$192C$188/mo
  • Pays for itself in a few days
  • Easy to set up

Invoice reminders for event planners: deposits to final

Xero chases overdue deposit, interim and final invoices for corporate events by email, with a Pay now button. From about $24£18€21A$35C$34 a month.

  • Costs $24£18€21A$35C$34/mo
  • Worth $67£50€60A$96C$94/mo
  • Pays for itself in about two weeks
  • Easy to set up

Last updated October 17, 2026.