How to Use Calendly

Getting started with Calendly

After reading this guide, you will be able to set up your Calendly account and schedule your first meeting effortlessly, eliminating the back-and-forth of email communication.

Step 1: Sign up and set up

1. Go to calendly.com.
2. Click on the “Sign Up” button in the top right corner.
3. Choose to sign up with your email or connect a Google or Microsoft account.
4. Follow the prompts to create your account and verify your email.
5. Once logged in, click on “Account Settings” in the dropdown menu under your profile picture to set your time zone and availability.

Step 2: Your first event

1. On your dashboard, click the “Create Event Type” button.
2. Choose the type of event: “One-on-One” for individual meetings.
3. Set the event name, duration, and location (e.g., Zoom, Phone Call).
4. Under “When can people book this event?”, select your availability by choosing specific days and times.
5. Click “Save & Close” to finish setting up your event type.
6. Copy the link provided and share it with others to start booking.

Step 3: Get better results

1. To customize your event further, go back to the event type and click “Edit”.
2. Add questions for invitees under the “Invitee Questions” section to gather more information before the meeting.
3. You can also integrate Zoom or other video conferencing tools by clicking on “Integrations” in the main menu and following the prompts.
4. For group events, select “Group” when creating an event type, and set the maximum number of participants.

Pro tip

Use the “Availability” feature to set specific time slots that suit your schedule. This saves you from having to manually adjust your availability each time.

Common mistake to avoid

Many users forget to save their event settings after making changes. Always click “Save & Close” to ensure your updates are applied.