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

Let's get started by creating your first one-on-one event type.

1. From your Event types page, select + Create in the top left-hand corner and choose One-on-one.
2. From the event type editor on the right hand side of the page, set up the following:
   • Event name: The name of your event as it appears in Calendly and on your scheduling page.
   • Event color: The color of your event as it appears in Calendly and on your scheduling page.
   • Duration: How long the event will be. 
   • Location: How and where both parties will connect 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 the next section to integrate.
   • Availability: When you want to be available to host meetings of this type. 
     • Updating your available hours from this screen will automatically remove the event type from your default schedule. To reset to your default schedule, click the three vertical dots next to View calendar and select Reset to default schedule.
3. Once you've configured these event settings, select Create.
   
   

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.

1. From the Calendly Home page, navigate to the Integrations & apps page.
2. Select Video conferencing from the list of integrations on the left-hand side. 
3. Select Zoom, Google Meet, Microsoft Teams, GoTo Meeting, or Webex to integrate your Calendly account.
4. Once connected and set as your event location, Calendly will automatically generate video conferencing details when someone schedules with you.
   
   
   

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 Event type 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 page

Share a link

1. From the Calendly Home page, select Share on your event type.
2. Select Share a link.
3. Select Copy Link, and paste the link into an email or text. 
   • Note: Toggle the Let this link expire after the first booking button on if you would like this to be a single-use link.

Add times to email

1. From the Calendly Home page, select Share on your event type.
2. Select Add times to email.
3. From your calendar, select dates and time slots to add to your email.
4. Select Continue.
5. Select Copy times to clipboard and paste the times into the body of your email.

Add to website

1. From the Calendly Home page, select Share on your event type.
2. Select Add to website.
3. Select Inline Embed, Popup Widget, or Popup Text. 
   • Note: To learn more about our embed options, check out Embed options overview.
4. Select Continue.
5. Review and customize the Booking Page Settings.
6. Select Copy code and place the code in your HTML where you want your scheduling link to appear.

Schedule from anywhere with Calendly's Chrome extension 

Lastly, 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.

1. From your Calendly Home page, select Integrations & apps from the navigation panel on the left-hand side.
2. From the Integrations & apps page, select Calendly for Chrome. You'll be redirected to the Chrome web store for installation.
3. Select Add to Chrome. 
4. Select Add extension. 
5. Next, select Sign In to sign in to your Calendly account.
6. After installing the Calendly for Chrome extension, it will appear as a floating button on web pages that can utilize it.

To learn more about the Calendly for Chrome extension, check out Installing Calendly for Chrome.