The perfect scheduling setup

Overview

In this getting started article, we'll walk through step-by-step instructions on configuring the perfect scheduling setup. Begin by creating a one-on-one event type, connect your video conferencing tool, then customize and share your event for effortless scheduling. Finally, streamline your tasks using Calendly's Chrome extension for seamless scheduling access 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 the Calendly Home page, select + Create in the top left-hand corner and choose Event Type.
2. From the list of options, select One-on-one.
3. From Who will host this one-on-one event type?, select the event host from the dropdown menu.
4. From the New Event Type 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.   
5. Once you've configured these event settings, select Continue.
   
   

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 and 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 

Scheduling settings

1. From the Event Type Summary page, select Scheduling settings.
2. From here, you'll configure the following settings for your event:
   • Date range: Set how many days into the future invitees can schedule.
   • Available Hours: Set recurring times or date-specific overrides for when the host can be scheduled for this event.
   • Buffer time: Add time before or after booked Calendly events.
   • Minimum notice: Set the minimum amount of notice that is required before an event.
   • Daily limit: Set the maximum events allowed per day.
   • Time zone display: Set how timezone shows on your booking page.
   • Start time increments: Set the frequency of available time slots for invitees.
3. Once complete, select Save and close.

Booking page options

1. From the Event Type Summary page, select Booking page options.
2. From here, you'll configure the following settings for your event: 
   • Event link: The event specific URL.
   • Invitee questions: Set the questions invitees will complete on your booking form.
   • Collect payment on form: Set up your event to collect payments using PayPal or Stripe prior to scheduling.
   • Confirmation page: Set the booking confirmation page details that invitees will see once they schedule an event.
3. Once complete, select Save and close.

Communications 

1. From the Event Type Summary page, select Communications.
2. From here, you'll configure the following settings for your event:
   • Basic notifications: Send automatic communications for your events. 
   • Advanced notifications (Workflows): Send more advanced communications for your events using Workflows.
     • Note: To learn more about Workflows, check out Automate tasks with Workflows.
3. Once complete, select Save and close.

🔵 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 and apps from the navigation panel on the left-hand side.
2. From the Integrations and 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.