How to set up an event type

Overview

Learn how to create an event type in Calendly and explore the different event types available to customize your scheduling experience. For more details on all event types, check out this article.

Step 1 – Create an event type

1. From the Calendly Home page, select the + Create button and choose your event type.
   • Choose which type of event you are looking to host.
     • One-on-One: Good for coffee chats, 1:1 interviews, etc.
     • Group: Good for webinars, online classes, group training, etc. 
     • Round Robin: Good for distributing incoming sales leads to multiple team members.
     • Admin template: Good for owners and admins to assign and edit event types in bulk.
       • Selecting this option will prompt you to choose between a One-on-one and Group event type to proceed. For more information on setting up managed event types, see How to create and assign managed events. 
     • To create a Collective event type, One-off meeting, or Meeting poll, select More ways to meet.
2. Once you decide on an event type, your event type editor will open on the righthand side of the screen. Here, you can set up the following:
   • Event name: The name of your event.
   • Event color: The color of your event.
   • Duration: How long the event will be. 
   • Location: How and where both parties will meet at the scheduled time.
     • Video conferencing: If you want to use video conferencing as your event location, but haven't connected your tool yet, follow the steps in this article.
   • Availability: When this event type will be available to schedule. 
   • Host(s): Who will be hosting the event
3. Select Create.
   

   Next, you can manage your other event type settings by selecting More options at the bottom of the event type editor.

   • Description
   • Limits and buffers
   • Free/busy rules
   • Booking page options
   • Invitee form
   • Payment
   • Notifications and workflows
   • Confirmation page

   For a full guide on the available settings, check out our article on How to customize your event types.

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   Step 2 - Preview what your invitees see

   You can preview your live booking page by selecting Preview at the bottom of the event type editor. This preview reflects what invitees will see when they access your booking link.
   
   
   
   

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   Step 3 – Share your event

   At the top of your event type Preview, you'll see the following options for sharing your event: 

   • Copy link
   • Add times to email
   • Share
     

   In the Share section, create single-use links, customize your availability once to share, or add your scheduling page to your website. For more ways to share your event, check out this article.

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   What's next?

   Now that you've created an event type, explore additional ways to manage your meetings with these resources:

   • Invitee questions: Discover how to add additional questions to your booking form.
   • Browser extensions: Simplify scheduling with quick access to Calendly through Chrome, Firefox, or Edge.
   • Calendly's Troubleshoot Tool: Need help fixing your availability? Start here to review possible causes of incorrect availability.