Moving to Gist From Calendly

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By Jitta Rao

updated 4 months ago

Ready to leave Calendly and bring your business to Gist?

Great! We’d love to build your business!

When you join Gist, you will have access to the features you use the most at Calendly. You will also have access to more features that are only available with Gist. 

Easily import your Calendly customer data to Gist.

When you switch from Calendly to Gist, you just need to copy your Meeting Settings from Calendly to Gist. This is done by copying your current Meeting Settings from Calendly. Then you can upload a CSV file of your Contacts to Gist. 


Step #1 - Book Your First Meeting

It's super simple to use and you can get started by following along with this Getting Started guide:

Book Your First Meeting with Gist.

Step #2 - Import Your Contacts

Next, import your contacts to Gist.

Unlike Calendly, Gist offers a full suite of Marketing Tools. The fastest way to experience the power of Gist is to Import your Contacts and start managing your entire business from the Gist platform. You can import the details of your contacts, including their name, email address, job title, company, location and more.


You’ll be getting more. For Less.

One of the main benefits of moving to Gist is your lower monthly bill. For many, the savings are substantial. You will also have an entire suite of marketing tools with Gist that Calendly does not offer.

For a more complete comparison please check out our comparison page here.


Gist is an all-in-one platform for your business.

Calendly is great at what it does. For the most part, it does meeting scheduling.

Gist is an all-in-one customer communication and marketing automation platform. Gist helps you grow your business and engage with your customers across their lifecycle. It is a complete marketing and growth stack for your business. Gist offers Live Chat, Email Marketing, Automation, Event tracking, Lead Generation Forms and more.

Here's a simple comparison between Gist and Calendly, including the differences in features and experience.

1. Gist Live Chat.

Live chat is exactly what the title states — the ability to have conversations on your site with visitors while they’re on your webpages.

With Gist, you have the ability to chat with visitors, leads and current customers. Our live chat also seamlessly works with all the other tools of our platform to help you:

 - Nurture new visitors and answer questions on the spot

 - Book calls with leads or even get them to purchase

 - Answer support questions and even create tickets (with our help desk functionality)

Calendly doesn’t offer live chat.

2. Gist offers a full email marketing suite.

Gist’s email marketing feature allows you to build a list, segment subscribers and send multiple types of emails. Using Gist you can send Broadcasts, Drip Campaigns, and Behavioral Emails. 

The full email suite Gist offers allows your to communicate and sell your customers on a daily basis. Calendly does not currently offer an email marketing solution.

3. Gist lets you create a complete Knowledge Base.

Complicated products or procedures that are poorly understood can lead to low conversions, high churn and fewer customers succeeding with your brand.

A Gist Knowledge Base allows you to:

 - Quickly create well-designed articles. 

 - Have a searchable database created automatically once articles are published. 

 - Use these articles to reduce the support burden and better serve customers

At this time, Calendly doesn’t offer a knowledge base feature.

As mentioned above, if you want a more in-depth comparison please check out our comparison page here.


Need Help?

If you have any questions about moving your business to Gist, please start a Live Chat in the lower right corner!

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