The perfect scheduling setup

Overview

This guide will help you set up scheduling, step-by-step. Start by creating a one-on-one event, connect your video conferencing tool, then customize and share your event for easy scheduling. Finally, use Calendly's Chrome extension to schedule effortlessly from anywhere on the web.

Create your first one-on-one event type

Follow this article to create your first one-on-one event type. Next, explore other event types to learn other ways to set up meetings with invitees.

Connect your video conferencing tool

Now that you've created your first one-on-one event type, let's connect your video conferencing tool so you can host virtual meetings.

You can connect the following video conferencing platforms:

• Zoom
• Google Meet
• Microsoft Teams
• GoTo Meeting
• Webex

To connect those integrations, check out How to schedule with video conferencing.

Customize and share your first event type

Next, let's customize your first event type to fit your specific scheduling needs and explore the three ways to share your scheduling page so you can start booking meetings.

🔵 Customize your event type 

From your Scheduling page, select the event type you wish to customize. From there, select More options at the bottom of the editor. Here you will be able to access your advanced event type settings.

Description

Tell your invitees what this meeting is about.

Limits and buffers

Add buffer time before or after booked Calendly events and set the maximum events allowed per day, week or month.

Free/busy rules

Allow invitees to book over selected meetings on your connected calendars.

Booking page options

You can edit the booking link for your event, set the frequency of available time slots for invitees, and set how the timezone shows on your booking page for invitees.

Invitee form

Collect invitees name and email, and set invitee questions to be asked on your booking form.

Payment

Collect payment for your event.

Notifications and workflows

Manage your notifications and workflows, including the method of scheduling confirmation notifications. 

Confirmation page

Set your confirmation page settings to offer additional links, encourage users to book another meeting, and more. 

🔵 Share your scheduling link

Easily share your Calendly scheduling links so invitees can book time with you using landing pages, event types, and more. Learn how to share your scheduling link.

Schedule from anywhere with Calendly's Chrome extension 

Finally, install the Calendly for Chrome extension for easy access to your scheduling links, one-off meetings, and more. Once installed, you can access your scheduling links from your Chrome browser and Gmail toolbars, enhancing your scheduling flexibility.

For more information on the extension, check out Installing Calendly for Chrome.