How to schedule a contact

You can schedule a meeting on behalf of a contact by choosing an event type, and selecting a date and time for the meeting.

How to schedule a contact

  1. Navigate to the Contacts page.
  2. Select Book meeting next to the contact you want to meet with.
  3. Select the event type you'd like to schedule with your invitee, then select Next.
  4. On the scheduling page, choose an available time or select Override available times in the top right corner to schedule outside your regular availability. 
  5. Answer any required and optional questions on behalf of your invitee. 
  6. Select Booking meeting to finalize the scheduling.

Once the meeting is scheduled, you’ll be taken back to your Contacts page. To view the meeting details, click on your contact, and review the Next meeting section in their contact card.

Overriding available times with contacts

Calendly's Override available times feature allows for more flexibility when scheduling meetings from your contacts. 

This feature lets you bypass all existing availability rules and settings for the selected event type. You can pick any time for your invitee, regardless of your event’s standard constraints. Once scheduled, the invitee will be added to the event type's workflows, notifications, and settings, just like a regular meeting.

Access this feature by selecting Override available times in the top right corner after clicking Book meeting from your contacts page. See full step-by-step instructions above. 

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