Welcome to Calendly! đ
Weâve put together a few simple steps for you to set up your account and book your first meeting.
Weâll walk you through the following steps:
- Set up your profile
- Connect your calendar
- Connect your video conferencing tool
- Create your schedule(s)
- Create/edit your event type and test the invitee experience
- Share your booking link
- Access Calendly anywhere
Letâs jump in!
Step 1: Set up your profile
Create your account through the email invitation from notifications@calendly.com and head over to your Personal Settings page.
Under Profile, update your photo, name and welcome message, which will show on your booking page when people schedule with you. Think of your booking page as a first introduction with your invitees.

đĄTips:
- Photo: Some users use their LinkedIn photo to keep their branding uniform.
- Name: Feel free to add your role or company to your name, like âLisa from Calendly.â
- Welcome message: Your message will show on your booking page above all your event types so make sure itâs informative and broad enough to apply to all events.
Under the My link section, modify your personal Calendly link to share for bookings.

Note: Youâll have to update your invitees with your new link if you modify it after sharing.
Step 2: Connect your calendar
Connecting your calendar is a key part of scheduling. When you connect your calendar, Calendly can:
- Accurately show your availability to invitees
- Check for âBusyâ events on your connected calendar to avoid double bookings
- Add events to your calendar
Connecting your calendar
To connect your calendar, navigate to your Calendar Connections page. You can connect any of the following calendar platforms:

Select the â+ Add Calendar Accountâ button to connect your calendar. If you already see a calendar connected, you may have already connected it during your sign-up process.
With your calendar connected, Calendly will automatically display your available times on your booking pageâno need to manually check your calendar for availability!
Adding events to your calendar
Depending on your plan, connect up to 6 calendars to your account; however, Calendly can only add scheduled events to one calendar. Choose which calendar that is under the âAdd to Calendarâ section then select âEditâ.
No calendar?
If you donât want to connect a calendar, you can manually enter your availability in Calendly from the Hours and preferences page. However, features like notifications and checking for conflicts wonât be available since Calendly won't be automatically syncing your availability from your calendar.
Step 3: Add video conferencing
Letâs check out the Integrations page.

Youâll see lots of integrations on this page, from analytics tools to scheduling extensions. Let's focus specifically on an important part of the meeting process: video conferencing.
You can connect with the following video conferencing options:
- Zoom
- Google Meet
- Microsoft Teams Conferencing
- Webex
- GoTo Meeting
Adding video conferencing
On the Integrations page, select your video conferencing platform and log in. In this example, your page will look something like this after connecting Zoom:

Once connected, make sure to go to your event types where you'll be using video conferencing, and choose your video conferencing platform as the location. We'll also go over this in Step 5: Create/edit your event type.

đĄTip:
- For one-on-one event types, you don't have to select just one locationâyou can connect with multiple video conferencing platforms to give your invitees options.
Now that you've completed your account setup, let's move on to the scheduling set up, so invitees can book with you!
Step 4: Edit your event type
On your homepage, youâll notice a pre-built event type with a set duration. Think of an event type as a meeting that youâll schedule regularly, like a product demo, customer call, or office hours.
Choose to either:
Creating a new event type
On your homepage, select the â+ Createâ button. Select Event type.
From here, youâll see a few different options:

*Note: Collective event types available on Professional plan and above, and Round Robin event types are available on the Teams plan and above.
The most popular option is the one-on-one, so we will create this event type throughout the example below.
Next, letâs customize your event type (for now, skip the Editing an existing event type section below).
Editing an existing event type
Letâs go ahead and edit an event type to meet your scheduling needs (donât worry, you can edit the title and duration in the next step).
To edit an existing event type, go to your Home page and click into an event type or click on the toggle icon in the upper right hand corner of the event and select âEditâ.
Customizing your event type
In the âWhat event is this?â section, be sure to set the following:
- Event name
- Location
- Description
If youâve already connected a video conferencing tool, youâll want to choose it as your location (unless it is a phone call, in person event, etc):

đĄTip:
- For one-on-one event types, you can allow your invitee to pick how you meet by adding multiple location options.
In the âWhen can people book this event?â section, set your booking preferences.

Weâll point out a few important settings:
- Duration: Choose how long your event will be.
- Schedule or custom hours: Pull in the schedule you set up in Step 4, or create custom hours. Custom hours are useful if you want hours that differ from what youâve built so far.
- Buffers: Add time before and after meetings to build in breaks.
Invitee questions
Another feature to point out is the âInvitee questionsâ section, where you can add up to ten questions to your booking page. This is useful if you want to gather more information about your invitee.

There are more settings within the event type, but weâll focus on these for now. We recommend taking a look at the Additional rules for your availability, if youâd like to:
- Limit daily bookings
- Prevent last-minute bookings
- Set the frequency of available times
- Lock the timezone for in-person events
View your booking page and test the invitee experience
Now that youâve made these changes, letâs see what your booking page looks like! Within your event type, select âView live page.â

This is the page your invitees will see when you send them your Calendly link. Try selecting a date and time, and book a time with yourself to test the scheduling process before sharing with invitees! Edit your event type as needed to fine-tune any settings.
đĄTip:
- If youâre noticing any availability issues, use the Troubleshoot tool at the bottom of the page to understand how (and which) settings are affecting your availability.

Questions? These resources may help:
Step 5: Create your schedule
Calendly looks at your availability from two main places to calculate when you can accept new meetings:
- Your connected calendar, like Google, Outlook, etc.
- Your listed hours and preferences

In this step, we'll build out a Calendly schedule to tailor your available hours. It's a good idea to set up a schedule if you want to limit your availability on certain days, or only take meetings during certain windows. In other words, schedules allow you to narrow down when people can book with you.
Creating a schedule
Letâs go to the Availability page. Here, create a new schedule or edit your default hours.
Setting unavailable hours
Youâll notice that you can remove hours from some days or block entire days altogether. If you want to remove a day, you can deselect it, or use the trash icon.
In this case, weâve marked Friday as âUnavailableâ, since we donât want to accept any meetings on Friday.

Adding time intervals
Use the â+â button to add more time intervals if you want to accept meetings during a specific time period each day:

Step 6: Share your booking link
Want to access your events on the go and easily share your Calendly link in person? Download the Calendly Mobile app iOS or Android. Find more resources for the mobile app here.
Questions? These resources may help:
What's next?
Thanks for following along! Calendly has a ton of additional functionality, from meeting polls to Workflows. To keep exploring and learning about Calendly, check out the following:
Support and troubleshooting resources