Welcome to Calendly! đź‘‹
We’ve put together a few simple steps for you to set up your account and book your first meeting. This should take about 30 minutes.
We’ll walk you through the following steps:
🏗 Account setup
- Set up your profile
- Connect your calendar
- Add video conferencing
đź—“ Scheduling setup
- Create your schedule
- Edit your event type
- Share your availability
Let’s jump in!
Step 1: Set up your profile
Let's head over to your Account Settings page.
From here, you can personalize your profile, so your invitees can learn more about you. These details will show on your booking page. You can think of your booking page as a first introduction. To make the intro go smoothly, you can update your photo, name, and welcome message.
đź’ˇTips:
- 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 “Lisa from Calendly.”
- Welcome message: Your message will show on your booking page above all your event types.
Under the My link section, you can view your Calendly link for your booking page. You can change your link from the provided one, but make sure not to change it once you’ve sent it out to invitees.
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
- Consider meetings outside of Calendly
- Prevent overlapping meetings
- Add events to your calendar
Connecting your calendar
To connect your calendar, navigate to your Calendar Connections page.
Here, you’ll connect your main calendar. If you already see a calendar connected, you may have already connected a calendar during your sign-up process.
Note that while you can connect multiple calendars, Calendly can only add events to one calendar. You can choose which calendar that is under Add to Calendar, then select Edit.
With your calendar connected, Calendly will now only display times when you’re free on your booking page.
If you don’t want to connect a calendar, you can manually enter your availability in Calendly. However, this is a bit more work, since you’re not automatically syncing your availability from your calendar.
Questions? These resources may help:
Step 3: Add video conferencing
Let’s check out the Integrations page.
You’ll see lots of integrations on this page, from analytics tools to scheduling extensions. However, we’ll focus specifically on an important part of the meeting process: video conferencing.
You can connect with:
- Zoom
- Google Meet
- Microsoft Teams Conferencing
- Webex
- GoTo Meeting
Adding video conferencing
To connect, on the Integrations page, select your video conferencing platform and log in. In this example, this is what your page will look like after connecting Zoom:
Once connected, you’ll also need to choose video conferencing as your location in your event types, but we’ll also go over that in Step 5: Edit your event type.
For now, know that your designated Calendly meetings will automatically include a unique link with your video conferencing details.
đź’ˇTip:
- You don't have to select just one option—you can connect with multiple video conferencing platforms!
Questions? These resources may help:
Step 4: Create your schedule
To understand when you can accept new meetings, Calendly looks at your availability from two main places:
- Your connected calendar, like Google, Outlook, etc.
- Your Calendly schedule, which you’ll set up in this step
Creating a schedule
Let’s go to the Availability page.
In this section, you can build out schedules to tailor your available hours.
You’ll 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, we’ve marked Friday as unavailable, since we don’t want to accept any meetings on Friday.
You can also add more time intervals if you want to accept meetings during a specific time period each day:
