Exploring your Home page

 


After logging in to your account, you’ll land on your account's Home page. From here, you can edit or share your event types, add your embedded scheduling page onto your website, see your upcoming meetings, and more.

Under the default My Calendly view, you’ll see your personal event types and any scheduled events that you are participating in. Members of an organization can see event types for one or all teams by expanding the drop-down menu next to My Calendly and updating the view. Team Owners and Admin will also be able to see the event types of each user within their organization.

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Once you’ve selected your preferred view, choose either the Event Types tab or the Scheduled Events tab depending on your goal.
 

 

Event Types

 An Event Type is a type of meeting defined by rules you set, such as location, duration, number of invitees, and more. You can customize individual event types to suit the purpose of the meetings you would like to host, as well as your availability. View your event types on the Home page by clicking on the Event Types tab.

 Use the Filter field at the top to refine the list of event types you see. Click one to open the availability settings, where you determine when invitees can schedule this event and what the experience will be when they do. You can preview the scheduling page or book on behalf of an invitee by clicking the link in the bottom left corner of the event type.

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Open the gear menu on an event type for even more options:

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Edit

Customize this event type’s settings, including the title, duration, availability, and buffers. Add custom questions for invitees to answer when scheduling with you and control the notifications they receive. Set up a payment integration to accept fees when a meeting is booked, or add your website’s link to redirect invitees once the event has been confirmed.

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Add Internal Note

Include a note or description on this event type that can only be seen by you and users within your Calendly organization. These notes can clarify which links prefer for different meetings, remind you which event types accept payments, or which have extended hours of availability.

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Clone

Clone this event type to generate a copy that will include any customizations you’ve made to the settings. Create a clone, then update the name and any other settings you’d like without having to recreate the specific availability rules you've set.

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Save to Template

If you are the Owner or Admin of a Calendly organization, you can save a one-on-one or group event type to your templates. Template event types can be assigned to other users, including new users you invite to join Calendly. View your saved templates from the Users page.

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Activity Report

Team event types give the option to download an activity report as a CSV file. Check how often users are being booked, how many events have been scheduled, and how many are upcoming.

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Delete

Permanently remove this event type and its settings from your account. Any events scheduled before deletion will remain unchanged unless you cancel them from your Scheduled Events tab.

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On/Off

Turning this event type on will allow it to appear on your scheduling page for invitees to book. Anyone with the event type link will be able to schedule this meeting if there are time slots available. Switch this setting off to remove the event type from your page completely, disabling the link for visitors. Users on our Premium or Pro plans can enable an unlimited amount of event types.


When you’re ready to share your link, click Copy Link to copy that event type’s URL to your clipboard. You can also click Share for even more options.

 

Scheduled Events

After an invitee schedules with you, the details are added to your Home page under the Scheduled Events tab. To locate specific events, sort your events list by Upcoming, Past, or select a Date Range. Use the Filters to refine your search further by the team, event type name, whether it’s active or was canceled, or by a tracking ID. 

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Once the list is filtered to your liking, select Export to download a ZIP file of the events' information, including:

 User Name
Team
Invitee Name
Invitee First Name
Invitee Last Name
Invitee Email
Invitee Time Zone
Text Reminder Number
Event Type Name
Start Date & Time
End Date & Time
Location
Event Created Date & Time
Canceled
Cancellation reason
UTM Campaign
UTM Source
UTM Medium
UTM Term
UTM Content
Salesforce UUID
Event Price
Payment Currency
Guest Email(s)

 
Clicking on a scheduled event will expand the details and show editing options. Using the Cancel and Reschedule buttons will trigger a notification to your invitees informing them of the changes you’ve made. To edit the corresponding event type that will impact any future bookings, click Edit Event Type.

View scheduled events similar to the one you’ve selected by clicking Filter by Event Type. If you know your invitee’s availability and would like to schedule on their behalf, click Schedule Invitee Again to go through the booking flow. Their information will be pre-populated in the form to expedite the booking process.

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If an invitee schedules a meeting using an incorrect email address, locate the event and click the edit icon next to Email within the details. After entering the correct information, confirm the update to trigger a notification to the new address that will contain the event details.
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