After logging in to your account, you’ll land on your account's Home page. From here, you can edit and share your event types, add your scheduling page to your website, see your upcoming meetings, and more.
Under the default My Calendly view, you’ll see your personal event types and any scheduled meetings that you are participating in.
Owners, admins, and group admins can use the My Calendly drop down menu to view events and meetings for other users in their Calendly organization.
To navigate the home page, choose one of the page tabs from the left side of the screen 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 event types to suit your meeting needs.
Invitees see event types in the order that they are listed on your Home page. Click and drag the event types to rearrange the order on your Home page and your general scheduling page.
Use the Filter field at the top to refine the list of event types you see.
Click on one to open the event's availability settings, where you determine when invitees can schedule this event and what the experience will be when they do.
The Share button in the bottom right is where you can send your link, copy times to an email, or find the event's embed code. You can also click Copy link to quickly share your link with an invitee.
View the live scheduling page or book on behalf of an invitee by clicking View booking page on the event type.
Open the gear menu on an event type for even more options:
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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 meeting has been confirmed. |
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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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Edit Permissions |
Decide which users are able to View, Edit, and Own this event. NOTE: this is available accounts on a Calendly paid plan. |
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Event statistics |
Team event types give the option to download event statistics as a CSV file. Check how often users are being booked, how many meetings 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 meetings scheduled before deletion will remain unchanged unless you cancel them from your Meetings 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 Paid plans can enable an unlimited amount of event types. |
Meetings
After an invitee schedules with you, the details are added to the Meetings page. The Meetings page is sorted by Upcoming, Past, or Pending meetings. You can also select a Date Range.
Clicking on a scheduled meeting expands the details and shows editing options.
- Using the Cancel or 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 future bookings, click Edit Event Type.
- To view scheduled meetings similar to the one you’ve selected, click Filter by Event Type.
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If you know your invitee’s availability and would like to schedule on their behalf, click Schedule Invitee Again.
- Their information will be pre-populated to expedite the booking process.
You can also use filters to refine your search further by the team, event type name, event status, or by a tracking ID.
Once the list is filtered to your liking, you can select Export to download a ZIP file of the meeting 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)
Workflows
Calendly's Workflows feature helps you automate portions of your booking timeline. Whether it is sending a thank you email, a text message reminder, or even asking an invitee to reconfirm their attendance, there's a Workflow for it!
If you have never created a workflow before, you'll be presented with template options. You can also make your own using the Create your own workflow button.
If you have created workflows already, you will see a table of created workflows and their associated event types. There is also a + New Workflow button to make more!
Ready to set up Workflows? These Help Center articles walk you through the steps.
Routing
This page will display any existing routing forms, and provide you the option to create new ones. Click here for more information on Calendly's routing functionality.
NOTE: this feature is only available for Teams and Enterprise users.
Analytics
This will display your personal analytics dashboard (if you are a user) or the analytics for the entire organization (if you are an owner or admin). Click here for more information on Calendly's analytics dashboard.