How to set up Calendly

Instructions:

Calendly makes it easy for people to book meetings with you by connecting directly with your calendar. This is a great option for free discovery calls, catch-ups, or short meetings.

Create your Calendly account

1. Go to the Calendly website.
2. Choose how you would like to sign up:
   • Continue with Google to connect your Google Calendar.
   • Continue with Microsoft if you use a Microsoft calendar.
   • Sign up with email if you prefer to create an account manually.
3. Enter your details and create a password.
4. Check your email inbox and confirm your email address.
5. Follow the setup steps in Calendly:
   • Choose whether you are using Calendly by yourself or with a team.
   • Select your type of work.

You will now be taken to your Calendly dashboard.

Connect your calendar

1. From the dashboard, click Calendar Sync.
2. Click Connect next to your calendar provider.
3. Select your calendar account.
4. Allow Calendly access to your calendar.

Your calendar is now connected, and Calendly will only show available dates and times based on your calendar.

Update your availability settings

1. Open your meeting settings.
2. Go to Scheduling Settings.
3. Update your availability:
   • How far in advance people can book.
   • Which days you are available.
   • Your available hours.
4. Add any custom hours for specific days if needed.
5. Click Save and Close.

You can also update:

• Buffer time – add time before or after meetings if you need a break between bookings.
• Minimum notice – set how soon someone can book a meeting.
• Start time increments – choose whether people can book every 15 minutes, 30 minutes, or another interval.

Update your event details

1. Open your event settings.
2. Update your meeting details:
   • Event name – choose the name people will see when booking.
   • Duration – set how long the meeting will be.
   • Location – choose where the meeting will take place, such as Google Meet.
   • Description – add any information you would like people to see.
3. Click Save and Close.

Update booking page options

1. Open your booking page settings.
2. Update what information you would like people to provide:
   • Name.
   • Email address.
   • Additional questions.
3. Add any custom questions you need, such as:
   • Meeting requirements.
   • Preferred meeting type.
   • Any information you need to prepare.
4. Choose how people answer:
   • Short text.
   • Long text.
   • Checkboxes.
   • Multiple choice options.
5. Click Save and Close.

Please note that collecting payments and redirecting people to another website after booking are features available on paid Calendly plans.

Add Calendly to your website

There are a few ways to share your Calendly booking page.

Share your booking link

1. Click Copy Your Link.
2. Share the link with anyone who needs to book a meeting.

Add Calendly to your website

1. Click Add to Website.
2. Choose Inline Embed.
3. Click Continue.
4. Click Copy Code.
5. Send the code to your website designer or builder so it can be added to your website.

You can now set up your Calendly booking system and allow people to easily book time with you!