Create and book a meeting poll

Step 1: Choose times to offer

  1. Navigate to your Home page in Calendly, or open your Calendly extension.
  2. Select +Create, then select Meeting Poll.
    Meeting_poll_-_create.png
  3. Under Time Zone, select the time zone you'd like to use while selecting times. 
    polls_-_timezone.png
    Note: Changing the time zone will only affect the times you see on this page. When voting, your poll participants will automatically see the offered times in their time zones.
  4. Under Duration, select the duration of your meeting.
    Meeting_poll__duration.png
  5. Under Host, choose your Calendly schedule. Any unavailable times from your schedule will be grayed out on the displayed calendar. 
  6. Hover over the calendar to select the times you'd like participants to vote on. On average, people tend to offer 12 times, but you can select up to 20 times.  
    Polls_-_add_times.gif
    Note: If you'd like to remove a time you've selected, select the x/20 times selected option below the calendar. Select x next to the unwanted time, or select Clear all to remove all selected times.
    Polls_-_remove_times.png
  7. Once you have selected your times, select Next.

Step 2: Set up meeting details

  1. Under Meeting Details, set the Invitee language, Meeting name, and Meeting location.
    meeting_poll_-_add_details.png
  2. If you'd like your participants to see additional meeting details as they vote, select Add details/agenda, and enter a meeting agenda. 
  3. Under Meeting options, choose if you'd like to reserve times or not. If you toggle on reserve times, Calendly will place temporary meeting holds on your calendar for all your offered times.
    meeting_polls_-_reserve_times.png
  4. Select Publish meeting poll.

Step 3: Share your meeting poll link

Calendly will generate a meeting poll link for you to share.

  1. If you'd like to edit the link ending, select the text in the box and input new text.
    Meeting_polls_-_change_link.png
  2. If you'd like to see what the offered times will look like to invitees, select Preview this poll.   
  3. When complete, select Copy link.
  4. Paste your link in a message, and send it to your meeting invitees. Your invitees will see a page that looks something like this:
    Meeting_polls_-_new_page_voting.png

Step 4: Book a time

Once participants have voted in your poll, you can decide on the preferred time to schedule the meeting.

  1. In your Calendly account, go to your Scheduled events page.
  2. Select the Pending tab.
  3. Find your preferred time to have the meeting, and select Book meeting time.
  4. Confirm the invitee list looks correct, and then select Book meeting.

After you book

You and your invitees will receive a calendar invitation with the meeting details and location.

To learn more about meeting polls

An overview of meeting polls

 

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