How to schedule with video conferencing

In this article:

• Step 1: Connect your Google calendar
• Step 2: Select Google Meet as your location
• Step 3: Meet with Google Meet

Step 1: Connect your Google calendar

To schedule with Google Meet, you'll need to connect your Google calendar and set it as your Add to calendar, outlined in the following steps. If you've already done so, skip to Step 2.

1. In Calendly, navigate to your Calendar Sync page.
2. Select + Add Calendar Account. 
3. Next to Google Calendar, select Connect. 
4. Sign in to your Google account you'd like to connect. 
5. Select Allow, so Calendly can see when you're available and add events to your calendar.
6. Under Add to calendar, make sure your Google Calendar is selected. Your Google Calendar must be marked as the Add to calendar in order to host meetings over Google Meet. To change the Add to calendar, select Edit.
    
   
   

   Beta

   For users in the beta, you can find your Calendar settings in the Availability page in the left side menu.

Step 2: Select Google Meet as your location

To set Google as your location for your event types, follow the steps for the relevant event type:

• Personal event type (one-on-one or group)
• One-off meeting
• Team event type (collective or round robin)

To use Google Meet for a personal event:

1. From your Home page, select the event type you want to use Google Meet with.
   
   
2. Select Event details.
   
   
3. From Location, select Google Meet.
   Tip: If you'd like to offer choices to your invitee, you can select add a location option. Your invitee can choose between meeting via Google Meet, Zoom, or a phone call, for example.  
   
4. Select Save & Close.
5. Repeat these steps for each event type you'd like to use Google Meet with.

   Beta

   For users in the beta, you can access your location settings by selecting the event type you wish to edit from the Event Types tab on your Home page, and then expanding the Location section.
   
   

To use Google Meet for a one-off meeting:

1. Follow the steps to set up a one-off meeting.
2. Under Location select All options.
3. Select Google Meet.
   

To use Google Meet for a team event type:

1. From your Home page, select the round robin or collective event type you want to use Google Meet with.
   
2. Select Event details. 
   
   
   • For round robin events:
     Select Google Meet as the location for the team members who'd like to schedule with Google Meet. Note: the team member must individually complete Step 1: Connect your Google calendar before they can schedule with Google Meet. An admin cannot connect on their behalf. 
     
   • For collective events, decide which account hosts the Google Meet session:
     1. Expand Notifications and Cancellation Policy. 
     2. Under Calendar Invitations, you'll see who is hosting under Sending from. If you'd like to change the user, select change.
     
     3. Select Save & Close.

Step 3: Meet with Google Meet

After your invitee books, you and your invitee will receive Google Meet details via confirmation email and calendar event. 

In this article:

• Step 1: Connect your Teams account
• Step 2: Select Teams as your location
• Step 3: Meet with Teams

Step 1: Connect your Teams account

• If you've connected your Office 365 calendar as your Add to calendar, Calendly will automatically detect the Teams account associated with your calendar. To complete Teams setup, skip to Step 2: Select Teams as your location.

• If you're not using your Office 365 calendar as an Add to calendar, you can connect a Teams account with these steps:

1. Visit your Integrations page from the left hand navigation menu and select Microsoft Teams Conferencing.
2. Select Integrate Now.
3. Sign in to your Microsoft account.
4. Select Accept to let Calendly access your Teams account.
5. Once accepted, you'll be redirected to Calendly, and you'll see a pop-up confirming you've connected.

Step 2: Select Teams as your location

To schedule with Teams for a specific event type, follow the steps for the relevant event type:

• Personal event type (one-on-one or group)
• One-off meeting
• Team event type (collective or round robin)

To use Teams for a personal event:

1. From your Home page, select the event type you want to use Teams with.
   
   
2. Select Event details.
   
   
3. From Location, select Teams.
   Tip: If you'd like to offer choices to your invitee, you can select add a location option. Your invitee can choose between meeting via Teams, Zoom, or a phone call, for example.  
   
4. Select Save & Close.
5. Repeat these steps for each event type you'd like to use Teams with.

   Beta

   For users in the beta, you can access your location settings by selecting the event type you wish to edit from the Event Types tab on your Home page, and then expanding the Location section.
   
   

To use Teams for a one-off meeting:

1. Follow the steps to set up a one-off meeting.
2. Under Location, select All options.
3. Select Microsoft Teams.
   

To use Teams for a team event type:

1. From your Home page, select the round robin or collective event type you want to use Teams with.
   
2. Select Event details. 
   
   
   • For round robin events:
     Select Teams as the location for the team members who'd like to schedule with Teams. Note: the team member must individually complete Step 1: Connect your Teams account before they can schedule with Teams. An admin or owner cannot connect on their behalf. 
     
   • For collective events:
     You can decide which account hosts the Teams session.
     1. Expand Notifications and Cancellation Policy. 
     2. Under Calendar Invitations, you'll see who is hosting  under Sending from. If you'd like to change the user, select change.
     
     3. Select Save & Close.

Step 3: Meet with Teams

After your invitee books, you and your invitee will receive Teams details via confirmation email and calendar event. 

Tip: If your invitee doesn't have a Teams account, they can choose to join the meeting by selecting Continue on this browser. 

In this article:

• Step 1: Connect your GoTo Meeting account
• Step 2: Select GoTo Meeting as your location
• Step 3: Meet with GoTo Meeting

Step 1: Connect your GoTo Meeting account

1. Visit your Integrations page from the left hand navigation menu and select GoTo Meeting.
2. Select Connect GoTo Meeting.
3. Sign in to your GoTo Meeting account.
4. Select Allow to let Calendly access your GoTo Meeting account.

Step 2: Select GoTo Meeting as your location 

Once you've connected, you'll be redirected to Calendly. You'll see a message prompting you to set GoTo Meeting as your location for your event types. To do so, follow the steps for the relevant event type:

• Personal event type (one-on-one or group)
• One-off meeting
• Team event type (collective or round robin)

To use GoTo Meeting for a personal event type:

1. From your Home page, select the event type you want to use GoTo Meeting with.
   
   
2. Select Event details.
   
   
3. From Location, select All options.
4. Select GoTo Meeting.
   
   Tip: If you'd like to offer choices to your invitee, you can select add a location option. Your invitee can choose between meeting via GoTo Meeting, Google Meet, or a phone call, for example.  
5. Select Save & Close.
6. Repeat these steps for each event type you'd like to use GoTo Meeting with.

   Beta

   For users in the beta, you can access your location settings by selecting the event type you wish to edit from the Event Types tab on your Home page, and then expanding the Location section.
   
   

To use GoTo Meeting for a one-off meeting:

1. Follow the steps to set up a one-off meeting.
2. Under Location, select All options.
3. Select GoTo Meeting.
   

To use GoTo Meeting for a team event type:

1. From your Home page, select the round robin or collective event type you want to use GoTo Meeting with.
   
2. Select Event details. 
   
   
   • For round robin events:
     Under Location, select GoTo Meeting for the team member who'd like to schedule with GoTo Meeting. Note: the team member must complete Step 1: Connect your GoTo Meeting account before they can schedule with GoTo Meeting. An admin or owner cannot connect on their behalf. 
     
   • For collective events:
     Select one GoTo Meeting organizer. As the GoTo Meeting organizer, your GoTo Meeting account will be used to host the meeting. You can select a different GoTo Meeting organizer, as long as the other user has connected their GoTo Meeting account to Calendly.
     
     
3. Select Save & Close.

Step 3: Meet over GoTo Meeting

After your invitee books, you and your invitee will receive GoTo Meeting details via confirmation email and calendar event. 

The meeting will also appear in your GoTo Meeting account.

In this article:

• Step 1: Connect your Webex account
• Step 2: Select Webex as your location

• Step 3: Meet with Webex

Step 1: Connect your Webex account

1. Visit your Integrations page from the left hand navigation menu and select Webex.
2. Select Connect Webex.
3. Sign in to your Webex account.
4. Select Accept to let Calendly access your Webex account.
   Note: If you check the Only ask when requesting new permissions, then you will not see this message again when reconnecting.

Step 2: Select Webex as your location

Once you've connected, you'll be redirected to Calendly. You'll see a message prompting you to set Webex as your location for your event types. To do so, follow the steps for the relevant event type:

• Personal event type (one-on-one or group)
• One-off meeting
• Team event type (collective or round robin)

To use Webex for a personal event type:

1. From your Home page, select the event type you want to use Webex with.
   
   
2. Select Event details.
   
   
3. From Location, select Webex.
   Tip: For one-on-one event types, you can select add a location option to give your invitee multiple locations to choose from. 
   
4. Select Save & Close.
5. Repeat these steps for each event type you'd like to use Webex with.

   Beta

   For users in the beta, you can access your location settings by selecting the event type you wish to edit from the Event Types tab on your Home page, and then expanding the Location section.
   
   

To use Webex for a one-off meeting:

1. Follow the steps to set up a one-off meeting.
2. Under Location, select All options.
3. Select Webex.
   

To use Webex for a team event type:

1. From your Home page, select the round robin or collective event type you want to use Webex with.
   
2. Select Event details. 
   
   
   • For round robin events:
     1. Under Location, select Webex for each team member who'd like to schedule with Webex.
     Note: The team member must complete Step 1: Connect your Webex account before they can schedule with Webex. An admin or owner cannot connect on their behalf. 
     
   • For collective events:
     1. Under Location, select Webex.
     2. Select the Webex organizer.
     Note: As the Webex organizer, your Webex account will be used to host the meeting. You can change the Webex organizer later, as long as the other user has connected their Webex account to Calendly.
     
     
3. Select Save & Close.

Step 3: Meet with Webex

After your invitee books, you and your invitee will receive Webex details via confirmation email and calendar event. In your meeting details, Calendly will automatically generate a Webex URL and a SIP email address (for video systems):

If you have a paid Webex account, your meeting details will also include a US dial-in number and a URL to find your local number (for international invitees).

You can also find the meeting details in your Calendly account, under Meetings, or in your Webex account, under Meetings.